ZOHO X ValueFirst SMS

Introduction:

ValueFirst Digital developed a marketplace application to cater those customers who are using Zoho CRM and using ValueFirst SMS to send messages to their customers.

Key Features:

  • Multiple account of SMS.
  • Facility to manage SMS templates.
  • You can send SMS from Contact, Companies, Deal and Ticket modules.
  • Bulk and single message send facility, also you can send trigger-based notification using Zoho Workflows.
  • Delivery report is available for SMS in Contact Activity.

Pre-requisites

  • XML account for SMS
  • IP whitelisting against XML account at ValueFirst side

Installation

  • Install “ValueFirst for Zoho CRM” application from Zoho Marketplace.
  • After installation, configure SMS and/or WhatsApp account using Username and Password. If require any help, please contact partnerships@vfirst.com
  • Send SMS DLR Webhook to ValueFirst sales/support team for configuration of delivery report.

Delivery Webhook:

You can copy webhook from here and share with ValueFirst sales/support team. Go to Marketplace All -> Installed -> click ‘Configure.’

Add SMS Account:

In the “SMS Account” Module -> Click on Create SMS Account button.

Add Sender ID

In the “Map Sender Id” Module -> Click on Map Sender Id button and map sender id with created account.

Add SMS Templates:

In the “SMS Template” Module -> Click on Create SMS Template button and map with SMS configuration.

Add Variables

In the “SMS Template” Module -> Click on the Add Variables button to insert values against variables. Simply remove the .* click on insert fields and select the required field name.

Send SMS

Go inside the contact or respective module, click on “Send SMS” button from Leads, Contacts and Accounts module. You can choose templates and phone fields here. For bulk SMS select the list of Leads, Contacts or Accounts from grid and click on same button i.e., “Send SMS”, choose template and click on send.

SMS Report

After sending the SMS transaction data can be seen in “SMS History” custom module.

Setup Zoho Workflow for SMS

Under “Workflow Action”, choose Send SMS

You can choose template and phone fields here and click Save.