Vonage SMS
for
Zoho CRM

Step 2: Select the check box by agreeing to the terms and conditions and click Continue.

Step 3: Click "Continue to Install" option by selecting the check boxes.

Step 4: Choose the profiles to whom you want to install the application in Zoho CRM and click Continue.

Step 5: Now the extension is installed successfully. For configuration, click the "Settings" option at the top right.

Step 6: Sign in to Ulgebra using your Zoho CRM mail ID either signing in with email or google option.

Step 7: Now, select your Zoho CRM domain and authorize your Zoho CRM account by clicking "Accept".

Step 8: Enter your Vonage account credentials and authorize your Vonage account by clicking the "Authorize" option.

Step 9: Now, the accounts are authorized and ready to use. To view additional options, click the profile picture at the top right and find the same.

• View authorized Zoho CRM account and Vonage account. Re-authorize the accounts if required.

• Get workflow code and Webhook URL from the "Workflows" section.

• Use shared accounts by clicking the "Manage App Users" option.

• The "Reset App Configuration" clears all the data and configuration.

Step 2: Now, select the channel from the drop-down, enter the Sender ID and the Display Name in the space provided and use the "Save Sender" option to save the Vonage Sender.

Now the sender is created and you can fetch the same while sending out messages using the extension.

Step 2: Select the Sender from the drop-down. You can also either pin or delete the sender. You can find the options by clicking the sender.

Add the default country code if the number does not contain a country code with it.

You can also insert fields and templates in the messages.

The option to insert emojis along with the messages is also available with the extension.

Once the message is entered, click the "Send SMS" option to send the message.

[Note: If the country code is not added, messages may fail and will not reach the recipient.]

Step 2: Select the Sender. Use the "Add Recipients" option to add the bulk numbers. You can either search and add leads/contacts/deals or add the numbers manually.

Add the default country code with the number and select the required conditions from the drop-down. They are:

• Do not add Country code - If you have a country code for all your existing records in your CRM, you can select the ignore option.

• Add for all phone numbers - If all your existing records in your CRM don't have any country code you can select this option which will country code for all your numbers.

• Add if phone number starts with 0 - In case you have phone numbers in your existing records that were saved with 0 (usually applies for abroad numbers), you can select this option.

• Add if phone number does not start with country code - In case some of your records in CRM don't have any country code in them you can select this option which will add country code only for the numbers which don't have a country code in it and ignore the ones which already have country code in it.

Once all are done, click the "Send SMS" option to send the bulk messages.

In order to view all the person records, click the three dots at the top panel in Zoho CRM and check for the option "Vonage History" to view all messages sent via the extension.

To view additional details in that section, use the "Manage Columns" option.

Step 2: Enter the template name. Enter the template message in the text box. Use the Insert fields option and emojis if required. Click the "Save Template" option to save the template.

Once saved, you can fetch the template when sending a message.