Twilio Integration for Zoho Recruit

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'.

• Click on 'Agree and Continue'.

• Select the users for whom the extension is to be installed.

• Click on 'Confirm'.

• 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'.

• 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.

• 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'.

• Enter a default country code if required and select the condition for its usage.

• The default country settings available are as follows:

1. 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.

2. 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.

3. 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

4. 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 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.

Twilio Chats

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

• Select your Twilio Sender.

• Select the recipient contact number

• You can now view the history of Twilio chats held with the contact.

• Also, send messages from the Chat View.

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.

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.

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

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

• From each notification, you can access the respective contact.

• Also, view the complete chat held with the contact.

Send Twilio Messages using Workflows

• Go to the settings page of Zoho Recruit.

• Select 'Workflow Rules' under Automation.

• 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'.

• Setup the conditions for the execution of the workflow based on your requirements.

• Click on 'Instant Actions'.

• Select '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'.

• 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.

• 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.

Extension Settings

• Access the Twilio 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.

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.

• Once added by the admin, the user can view the invite on the Twilio Settings page.

• Accept the invitation from the admin.

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

• Once redirected to the Twilio Sender Pool, click on 'Add Senders'.

• Select the Sender type as Phone Number for SMS and WhatsApp Number for WhatsApp.

• Select the Twilio number and add the selected sender.

• You would now receive incoming messages from the added sender into Zoho Recruit.

Desktop Notifications

• Enable multiple users to receive desktop notifications for your incoming Twilio WhatsApp & SMS.

• Select 'Message Notifications'.

• Enter the email id of the user you wish to invite.

• The user must have an Ulgebra account under the entered email id.

• Click on 'Add User'.

• Share the invite link receive with the respective user.

• The user must access the link on their browser.

• Click on 'Start Receiving notifications on this browser'.

• The user would now receive desktop notifications for your incoming Twilio WhatsApp & SMS.

Twilio for Zoho Recruit tab

• Select 'Open in New Tab'.

• You can now access the application in a separate tab at any moment.

Application Analytics

• Select 'App Usage Analytics'.

• Here you can view the complete statistics of the usage of Twilio WhatsApp & SMS Integration for Zoho Recruit.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' and click on Reset.

Twilio Sender

Add Twilio Sender

• Click on the Choose Sender drop-down.

• Select '+Add New Sender'.

• Select the channel type as SMS, MMS or WhatsApp.

• Enter the Twilio Sender Id.

• Enter the display name for the sender.

• Save the new sender.

Default Sender

• Click on the pin icon adjacent to the name of the template.

• This sender would now be selected by default while sending Twilio messages.

Hide Sender

• Click on the visibility icon to hide any Twilio sender.

Message Template

Create template

• Select '+Add New Template' from the Insert Template drop-down.

• Enter the name of the template.

• Enter the message within the template.

• Insert emojis, placeholders and attachments if required.

• Save the new message template.

Edit Template

• Click on the edit icon adjacent to the name of the template.

• Make the required changes.

• Click on 'Save Template'.

Delete Template

• Click on the delete icon next to the name of the template.

• The template would now be deleted.

Communicate efficiently using Twilio SMS Integration for Zoho Recruit.

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