Twilio Integration for Zoho Recruit

About

Integrate the SMS channels of Twilio to Zoho Bigin to conduct all conversations efficiently using Twilio SMS for Zoho Bigin.

Features

Send Twilio messages from any Contact or Candidate
View the complete chat history associated with the Contact or Candidate.
Access all SMS conversations at the Twilio Inbox
Search for specific contact and send messages from the Twilio Inbox
Receive real-time notifications for incoming Twilio messages
Access contacts and chats from the notification
Enable desktop notifications for incoming Twilio SMS
Send pre-defined messages using message templates
Maintain the history of Twilio SMS within each Contact and Candidate.
Send Messages using workflows
Access the application at any time in a separate tab
View the statistics of the application usage

Pre-requisites

Must have a Zoho Recruit account
Must have a Twilio account
In case of WhatsApp, an approved WhatsApp number is required.
Twilio approved templates are required

Application Installation

Visit the Zoho Marketplace, where you can find the extension Twilio for Zoho Recruit.
Install the extension.
Agree to the permissions required.
Click on 'Continue'.

Agree to the terms and install the extension

Click on 'Agree and Continue'.

Select the users for whom the extension is to be installed.
Click on 'Confirm'.

Select the users for whom you wish to install Twilio for Zoho Recruit

Click on the three dots at the panel on top.
Select Twilio Settings.

Firstly, we have to authorize the Zoho Recruit account.
Select your Zoho account DC.
Click on 'Authorize Now'.

Select the Zoho account DC and proceed to Zoho Recruit authorization

Click on 'Accept' to complete Zoho Recruit authorization.

Finally, we would have to authorize the Twilio account.
Enter the Twilio account SID and Auth Token from the Twilio Console page.
Click on 'Authorize'.

Twilio has now been integrated into Zoho Recruit.

Applications

Twilio messages

Go to any Zoho Recruit Contact or Candidate.
From the drop-down on the right side, select 'Send Twilio Message'.

You would now be redirected to the integration.
Select your Twilio Sender.

Select the Twilio sender to send the message to the contact

In case you wish to include additional contacts, use the 'Add Recipients' option.
Enter the required contact number along with a country code.
Click on 'Add'.

Add additional contact numbers if required

Enter a default country code if required and select the condition for its usage.
The default country settings available are as follows:

do not add country code

The default country code can be ignored using this option and can be used if all the contacts in Zoho Recruit contain a country code.

add for all phone numbers

In case the contact numbers in Zoho Recruit do not contain a country code, you can use this option to add the country code to all the phone numbers.

add if phone number starts with 0

In case some of saved contact numbers begin with 0, you can use this option to add the default country code to such numbers alone

add if phone number not starts with country code

Using the option the default country code would be added to contact numbers that do not contain a country code alone. In case the number contains a country code, the default country code will be ignored.

Enter a default country code and select the condition for the application

Enter your message or insert a message template.
You can include placeholders, emojis and attachments in your message.
Send your Twilio WhatsApp or SMS to Zoho Recruit Candidates and Contacts.

Send the Twilio WhatsApp or SMS to the Zoho Recruit Candidate or Contact

Twilio Chats

Click on the Chat View icon at the panel on top.

Select your Twilio Sender.

Select the Twilio sender to view the chat from

Select the recipient contact number

Select the recipient contact number to view the chat with

You can now view the history of Twilio chats held with the contact.
Also, send messages from the Chat View.

View the history of Twilio chats held with the contact

Twilio History

Access the Notes section within the Zoho Recruit Contact or Candidate.
Here you can view the history of incoming and outgoing Twilio SMS & WhatsApp of the particular contact.

Access Notes within Zoho Recruit Candidate or Contact to view the messages send and received

Twilio Inbox

Click on the three dots from the panel on top of Zoho Recruit.
Select Twilio Inbox.

Here you can view all the conversations held using Twilio.
Select any particular conversation to view the chat history.
You can also send messages and view the read receipts of the messages.
The incoming WhatsApp messages would be highlighted in order to easily reply to them.

View all conversations held using Twilio within Zoho Recruit

Select any Twilio sender from the drop-down to view the conversations held with the particular sender.

Select Twilio WhatsApp or SMS sender to view the conversations from

Search for any contact number to view and send messages from a specific conversation.

Search for any contact number to view a specific Twilio conversation

Real-time Notifications

View all your notifications within the application at the bell icon.
Click on the bell icon to access the latest incoming messages.
Here you can view the unread and read notifications segregated.
Click on any notification to go to the message.

Receive the notification for incoming Twilio messages within Zoho Recruit

From each notification, you can access the respective contact.
Also, view the complete chat held with the contact.

Access the contact and chat associated with each notification

Send Twilio Messages using Workflows

Go to the settings page of Zoho Recruit.
Select 'Workflow Rules' under Automation.

Access Workflow Rules from the Zoho Recruit Settings page

Click on 'Create Rule'.

Select the module for which the workflow is to be created.
Enter the name of the workflow rule.
Click on 'Next'.

Select the module and enter the name of the workflow rule.

Setup the conditions for the execution of the workflow based on your requirements.
Click on 'Instant Actions'.
Select 'Webhooks'.

Setup the workflow conditions and select the action as Webhooks

To obtain the details for the webhook setup, go to any Zoho Recruit Contact or Candidate.
Access the Twilio application.
Select the Twilio sender and enter the message to be sent via workflow.
Click on 'Get Workflow Code'.

Obtain the details to setup the workflow

You can now view all the details for the webhook setup.

Enter the name of the webhook.
Copy the Webhook URL and paste it adjacent to 'URL to Notify'.
Select the Method as 'POST'.
Select the Authorization Type as 'General'.

Under 'Parameters in User Defined Format', enter the Parameter Name as 'rawDataJSON'.
Copy the workflow code and paste it adjacent to Value Description.

Erase the contact number adjacent to "To".
Click on Select Field and select the phone number field of the contact.

Click on 'Insert'.

Similarly, erase the value adjacent to "recordId" and insert the contact id field.

Insert the contact Id field adjacent to "recordId"

Click on Refresh button at Preview URL.
Click on 'Save and Associate' to save the webhook.

Click on Save to enable the workflow.
You can now send Twilio WhatsApp & SMS messages to Zoho Recruit Candidates or Contacts.

Save the workflow to send automated Twilio WhatsApp & SMS to Zoho Recruit contacts

Extension Settings

Access the Twilio Settings page.

Access the Twilio for Zoho Recruit settings page

You can now view all the extension settings within the Settings page.
Here you can view the general features, admin settings and advanced settings.

View the general features, admin settings and advanced settings of the extension

Manage Twilio Users

The Zoho Recruit admin can now enable users to utilize a shared Twilio account.
Select Manage App Users.

You can view the list of Zoho Recruit users.
Add the users who are to use the share account.
Click on Remove to disable the user.
You can also Add all or Remove all users.

Add and Remove Zoho Recruit users based on your requirements

Once added by the admin, the user can view the invite on the Twilio Settings page.
Accept the invitation from the admin.

User account - Accept invite from admin on the Twilio settings page

Select the admin account to authorize Twilio using the shared account.

Authorize Twilio using the admin account

Twilio Incoming Messages

Select 'Incoming events sync'.

Enable 'Capture incoming messages' to receive incoming Twilio WhatsApp & SMS in Zoho Recruit.
Select the module to which incoming messages are to be synced.
You can sync your incoming Twilio WhatsApp or SMS with the Candidates or Contacts module.
Incoming messages from nonexisting contacts will create a new Contact or Candidate within Zoho Recruit.
To prevent this you can enable 'Ignore messages from NEW customers.'
Click on 'Add Numbers Now' to add the Twilio numbers from which you wish to receive the incoming messages.