Embedded Files
About
About
Zoho CRM is one of the best Cloud-Based [CRM] Customer Relationship Management software, which makes the entire work of sales team easy. It is utilized and used in large numbers from small to medium sized business. This CRM helps engaging customers faster and keeps an update of all the information.
With Textlocal , you can easily schedule and send personalized SMS to millions of your contacts and you can also generate reports of your conversations.It provides you an option to send messages with an "Inbuilt Mulitlingual Keyborad Reference" to your contact or groups with approved templates through Textlocal by creating your customisable Sender ID.
And here we are with our integration Textlocal SMS for Zoho CRM making your work much easier providing you a combination of both these communication platforms just for your covenience.
Pre -requisites for app installation
Pre -requisites for app installation
A Zoho CRM account
A Textlocal account
Approved templates in Textlocal for sending SMS
Features
Features
Send SMS to a particular Lead/Contact/Deal in your Zoho CRM
Send Bulk SMS to marked Leads/Contacts/Deals in your Zoho CRM
Create and manage Customisable templates
View& Download reports of Textlocal messages
Send automated messages through workflows
Inbuilt Emojis keyboard
Application Installation
Application Installation
Step 1: Go to the Zoho marketplace and install the extension by clicking " Install " option.
Step 2: In the next screen , make sure all the checkboxes are selected and click " Install " button.
Step 3: In the next screen , make sure that both the checkboxes are selected and click the " Continue to Install " button.
Step 4: In the next screen , Select the User/Profiles to whom you want to install the extension and click the " Confirm " button.
Step 5: You will be redirected to the " Installed extension " page in your Zoho CRM account. The status will be displayed as " Active " once the installation is complete.
Application Configuration
Application Configuration
Step 1: Go to the section from where you need to send messages whether it may be Leads/Contacts/Deals. Mark your Customers and click the " Send Bulk SMS - Textlocal " option by clicking the marked rop down button.
Step 2: A Pop-Up screen will show up, Sign-in with your Mail ID.
Step 3: In the next screen , click the " Authorize Now " option to continue.
Step 4: In the next screen , please click on the " Accept " option after reading the guidelines.
Step 5: In the next screen, enter your Textlocal API Key and click " Authorize Now " option. If you unaware of the API Key , just click the
" Get Here " option , you will be redirected to the " Settings "page of your Textlocal account.
Step 6: In the next screen , copy your " API Key " and go back to your Zoho CRM page.
Step 7: Paste the copied " API Key " in the " TextLocal API Key " section and click " Authorize Now " option.
Add New TextLocal Senders
Step 8: In the next screen click on the marked arrow button beside " Choose sender " option and select the " Add New Sender " option.
Step 9: In the next screen , A Pop-Up will show up to set up your New Sender Channel.
Follow the below steps to set up your new Sender Channel :
Click the arrow button beside Select sender option and click the " SMS " option.
Enter your " Approved Sender ID " from Text local account in the below space.
In the next section below , enter your Desirable " Disaplay Name ".
Check whether the Visibility is set for " All Users " and click " Save Sender " option below.
NOTE :
(i) Copy and paste your "Sender ID" in the Second drop box.Follow the steps below to find your Sender ID ,
Log in to your Textlocal Account and click on the "Send Text messages" from the Send Tab by clicking here.
Now, You can find your " Sender ID" in the "Default sendername " drop box.
Step 10: After entering your Textlocal credentials and creating a " New Sender Channel " , You can enter the message needed to be sent or use your Approved Textlocal Templates in the message area and click on " Send SMS " option.
Application Working
Application Working
Send TextLocal Single SMS
Send TextLocal Single SMS
Step 1: Open a particular Lead/Contact/Account/Deal and click on " Send SMS - Textlocal " option.
Step 2:
Select the " do not add country code " option if your Phone/Mobile field is already saved with a country code.
Enter the country code in the " Default country code " section & select the " add if phone number starts with 0 " option if your Phone/Mobile field starts with zero.
Enter the country code in the " Default country code " section & select the " add if phone number not starts with country code " option if your Phone/Mobile field is not saved with a country code.
Step 3: Use your Textlocal Approved Templates or Enter the text in the message area and click " Send SMS " option.You can aslo add emojis by clicking the marked Emojis Keyboard icon just for your convenience.
Send TextLocal Bulk SMS
Send TextLocal Bulk SMS
Step 1: Select the Leads/Contacts/Accounts/Deals and click on " Send Bulk SMS - Textlocal " option.
Step 2:
Select the " do not add country code " option if your Phone/Mobile fields are already saved with country codes.
Select the " add if phone number starts with 0 " option if your Phone/Mobile field starts with zero.
Select " add for all phone numbers " option if none of the Phone/Mobile fields of your Leads/Contacts/Deals does not have country codes.
Select " add if phone number not starts with country code " option if some of the Phone/Mobile fields of your Leads/Contacts/Accounts/Deals does have country codes.
Step 3: Use your Textlocal Approved Templates or Enter the text in the message area and click " Send SMS " option.You can aslo add emojis by clicking the marked Emojis Keyboard icon just for your convenience.
Textlocal SMS History
Textlocal SMS History
1. You can view the " Chat history " of your Particular" Lead/Contact/Account/Deal by clicking on that particular Lead/Contact/Account/Deal. Then select the " Textlocal SMS History " option under " Related List " section.
You can modify the add & modify the modules of your TextLocal SMS History by clicking the " Manage Columns " , select the required fields and click " Save " button.
2. You can also view the " Chat history " of all your Leads/Contacts/Deals collectively by clicking the " Three dots icon " at top beside Projects Tab and select " TextLocal SMS History " option.
You can modify the module of your TextLocal SMS History by selecting the " Manage Columns ". option.
Manage Columns Pop-Up screen will appear. Select the required fields & click " Save " button.
Report Generation
Report Generation
Follow the below steps to generate your Chat Report,
Step 1: You can also download your Chat Report by clicking onto the " Reports Tab " and select " Create Report " option.
In the next Pop-Up screen , select the report module and click " Continue " button.
Step 2: In the next screen , Click on the " Continue " button.
Step 3: In the next screen , Click on the " Save " button.
Step 4: In the next Pop-Up screen ,
Enter your desired " Report Name "
Enter the Description of your Report just for your convenience
Select any particular folder by clicking on the marked arrow button
Click the " Save " button
Step 5: In the next screen ,
Select your desirable sorting filters , and click " Apply " option
After clicking on the marked arrow button beside " Edit " option , select " Export " option.
Step 6: In the next screen , Select your desired file format and click the " Export " button.
Send Automated messages through Workflows
Send Automated messages through Workflows
Step 1: Click on the " Settings icon " on the top right corner of your Zoho CRM account
Step 2: In the next screen , click the " Workflow Rules " option in the " AUTOMATION " section.
Step 3: In the next screen , click the " Create Rule " option.
Step 4: A Pop-Up screen appears , click on the " Module drop down box " and select your desired module.
Step 5: Enter your desired Rule Name , Description & click the " Next " button.
Step 6: In the next screen , Set up your desired trigger.
NOTE:
"Trigger decides when an action must be executed"
For example : You can send an automated message "Hurray!! Welcome" to every new customer who contacts you.
Here, trigger refers to " Whenever a new customer contacts you " an automated message will be sent to them.
Step7: In the next section , Select the condition to which leads you need to apply the rule & click the " Next " button.
Step 8: In the next section , click on " Webhook " option under Instant Actions section.
Step 9: Webhook Pop-Up screen will appear ,
Enter the name of Webhook
Enter the description of your Webhook just for your convenience
Copy & paste the Webhook URL in the " URL to Notify " section
Open another Zoho CRM Tab in your browser & follow the below steps to find your Webhook URL,
(i) Select a Lead/Contact/Account/Deal. Then , click the marked arrow button at top & select " Send Bulk SMS - Textlocal " option.
(ii) Click on your " Profile icon " on the top right corner of the Pop-Up screen.
(iii) Click on " Workflows " option.
(iv) Copy your " Webhook URL " and paste it in the " URL to Notify " section.
(v) Scroll down on your " Webhook URL " Pop-Up screen & set up the Body Type as " Raw ".
(vi) Then ,set the Body Format as " JSON ".
(vii) Copy and paste the Parameters in the Body section.
(viii) Delete FILL HERE & replace with # inside the double quotes ( " " ) in the " to " section.
(ix) Then , select the Phone or Mobile field from the drop down menu below.
NOTE :
For example :
If you are using a Canadian network provider. The Country code of the Phone/Mobile number starts with +1.
Replace FILL HERE with +countrycode#
(example : +1#) if the Phone/Mobile field of your Leads/Contacts/Accounts/Deals does not have country code.
(x) Type the Automated message you need to send within the double quotes (" ") in the text section.
(xi)Delete FILL HERE & replace it with your TextLocal Sender ID in the Sender Id section. To get your TextLocal Sender ID , click here.
(xii)Delete FILL HERE & replace it with the exact API Name in the modules section. To get the API Names , click here.
(xiii) Delete FILL HERE & replace it with # in the record ID section. Then select " Lead Id " option from the drop down menu below.
Step 8: After entering the Webhook credentials , Click " Save and Associate " option.
Step 10: Then , Click the " Save " option.You have succesfully created a Workflow now.
Step 11: You will be redirected to the " Workflow Rules " screen in your Zoho CRM.
You can view & edit your created Workflow here. Make sure your Webhook Status is ON.
By following the above steps , you can create your desired Workflow set-up to send automated messages.
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