Send custom SMS to customers and leads
Check Balance from within your CRM
Save templates and drafts to be used later
Send SMS to multiple contacts with just a click
1. How to install SMS Alert Extensions from Marketplace?
Go to Zoho Marketplace through the link https://marketplace.zoho.com.
Click on All Extensions Tab, search SMS Alert into search extension input box, now select SMS Alert extension.
Now click on install button, when extension installed successfully then click on installed tabs.
Now click on SMS Alert configure link.
Now click on right-side pencil icon near extension settings, a pop-up appear enter SMS Alert username and password then click on save button.
Set Up Page:
Now click on three dotted (…) on top menu, click on SMS Alert Setup
Here you can edit your username or password of smsalert account. You can see your remaining credit balance and senderid.
Send SMS / Create Template:
Go to List of leads Page. click on Send Sms tabs which shows top of page.
After click, a SMS Alert pop-up box appear, select SenderId from drop down, Add recipients single or more. If you have pre defined template then select from drop down or create new one. If you do not want to create template then simply enter sms content into message textarea box, and clicked on Send button.
You will also see the status of the message as shown below.