SMS for CRM
Rivet SMS for Zoho CRM Extension is a free marketplace extension for Zoho CRM to send SMS to the leads, accounts, and contacts. It helps you to automate SMS sending based on your Zoho flow.
Rivet SMS offers one of the best SMS for Zoho CRM extensions enabling you to save SMS Message templates to reuse in the future. Rivet SMS Extension for Zoho is easy to integrate and configure.
- Try Our Powerful Zoho SMS integration for Free!
- Get Free 100 SMS Credits (T&C apply)
- Automate Branded SMS Messaging to your Leads in Zoho CRM
Step 1
Please Visit https://marketplace.zoho.com/home
Step 2
Search for RIVET SMS
Step 3
Search for RIVET SMS
Step 4
Go to Leads to https://crm.zoho.com
Step 5
Create a new lead in Zoho CRM
Step 6
Fill up the lead details and press save
Step 7
In the lead please press Send SMS – Rivet
Step 8
Sign in with Google
Step 9
Authorize Google
Step 10
the Rivet API key provided by Rivet Solutions , https://rivet.solutions
Step 11
Brand name provided by Rivet Solutions , https://rivet.solutions
Step 12
SMS is Ready to be sent
Rivet Integration with Zoho CRM is Completed. Now We will create workflow.
Step 13
To Create a workflow Go to Leads …and press Send SMS – Rivet
Step 14
Go to your profile
Step 15
After Going in profile select the workflow
Step 16
After going to work flow you will get a screen like this
Step 17
Please open new tab and press go for crm.zoho.com
Go to settings that you can see with your profile
Check for automation and go to workflows rules
Step 18
Create a Rule
Step 19
Select Module and put the rule name
Step 20
Once you reach the screen you can choose ON A RECORD ACTION
Step 21
Select for all leads
Step 22
Instant action select the Webhook
Step 23
Create New Webhook
Step 24
Now from the other tab take the details and paste in the Webhook
Step 25
Make the connection general after it should look like this
Step 26
Change parameters to Raw and JSON
Step 27
From other tab copy the parameters
Step 28
Copy and paste to other tab
Step 29
Then follow
Step 30
Save and associate
You are all done just create a new lead and test
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