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
![Rivet SMS Solutions](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-CRM-Integration-1.webp)
Step 1
Please Visit https://marketplace.zoho.com/home
![Zoho CRM API](https://rivet.solutions/wp-content/uploads/2022/09/Step-1-Visit-Zoho-Marketplace.webp)
Step 2
Search for RIVET SMS
![Zoho CRM Integration](https://rivet.solutions/wp-content/uploads/2022/09/Step-2-Search-Rivet-SMS.webp)
Step 3
Search for RIVET SMS
![Zoho CRM SMS](https://rivet.solutions/wp-content/uploads/2022/09/Step-3-Install-the-Rivet-SMS-Extension-with-Zoho-CRM.webp)
Step 4
Go to Leads to https://crm.zoho.com
![SMS Magic Zoho CRM](https://rivet.solutions/wp-content/uploads/2022/09/Step-4-Go-to-your-Zoho-CRM-Leads-1.png)
Step 5
Create a new lead in Zoho CRM
![Best CRM for Lead Generation](https://rivet.solutions/wp-content/uploads/2022/09/Step-5-Create-a-new-lead-in-your-Zoho-CRM.webp)
Step 6
Fill up the lead details and press save
![Zoho CRM Creating Leads](https://rivet.solutions/wp-content/uploads/2022/09/Step-6-Fill-up-the-lead-details-and-press-save.webp)
Step 7
In the lead please press Send SMS – Rivet
![Zoho CRM Workflow SMS](https://rivet.solutions/wp-content/uploads/2022/09/Step-7-In-the-Zoho-CRM-Lead-Section-please-press-Send-SMS-–-Rivet.png)
Step 8
Sign in with Google
![Bulk SMS Zoho CRM](https://rivet.solutions/wp-content/uploads/2022/09/Step-8-Now-Sign-in-with-google-account-e1658553763308.webp)
Step 9
Authorize Google
![best sms for zoho crm](https://rivet.solutions/wp-content/uploads/2022/09/Step-9-Authorize-Zoho-Account-on-Google-e1658553725519.webp)
Step 10
the Rivet API key provided by Rivet Solutions , https://rivet.solutions
![How do I use Zoho to send SMS](https://rivet.solutions/wp-content/uploads/2022/09/Step-10-Now-Please-enter-the-Rivet-API-key-provided-by-Rivet-Solutions-FZE-e1658553687992.webp)
Step 11
Brand name provided by Rivet Solutions , https://rivet.solutions
![Is Sending SMS from Zoho FREE](https://rivet.solutions/wp-content/uploads/2022/09/Step-11-Please-enter-the-Brand-name-provided-by-Rivet-Solutions-FZE.webp)
Step 12
SMS is Ready to be sent
![SMS Integration Zoho CRM](https://rivet.solutions/wp-content/uploads/2022/09/Step-12-SMS-is-Now-Ready-to-be-sent.png)
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
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-1.webp)
Step 14
Go to your profile
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-2.webp)
Step 15
After Going in profile select the workflow
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-3.webp)
Step 16
After going to work flow you will get a screen like this
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-4.webp)
Step 17
Please open new tab and press go for crm.zoho.com
Go to settings that you can see with your profile
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-6.webp)
Check for automation and go to workflows rules
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-5.webp)
Step 18
Create a Rule
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-7.webp)
Step 19
Select Module and put the rule name
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-8.webp)
Step 20
Once you reach the screen you can choose ON A RECORD ACTION
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-9.webp)
Step 21
Select for all leads
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-10.webp)
Step 22
Instant action select the Webhook
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-11.webp)
Step 23
Create New Webhook
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-12.webp)
Step 24
Now from the other tab take the details and paste in the Webhook
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-13.webp)
Step 25
Make the connection general after it should look like this
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-14.webp)
Step 26
Change parameters to Raw and JSON
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-15-1.webp)
Step 27
From other tab copy the parameters
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-16.webp)
Step 28
Copy and paste to other tab
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-17.webp)
Step 29
Then follow
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-18.webp)
Step 30
Save and associate
![](https://rivet.solutions/wp-content/uploads/2022/09/Zoho-Workflow-19.webp)
You are all done just create a new lead and test
Faq
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