Configuring SMS-Magic with Zoho
If you have logged in using Zoho CRM SSO, your account will be automatically configured with Zoho CRM.
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NOTE: If you have not already installed the SMS-Magic Interact on Zoho CRM, click on Install and follow the steps mentioned in Installing SMS-Magic on Zoho CRM.
Re-login to SMS-Magic Web Portal, In the ‘Get Started’ section, click on the Configure Wizard to view the modules that have been created in your Zoho account.
Notes: Do not delete or modify any of the Zoho Module Names. These names must remain as-is for SMS-Magic to work correctly with Zoho CRM.
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- In the Button Configuration tab, you’ll find instructions on how to create the Send SMS button for Zoho CRM.
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- The Automation tab provides information on how to use Webhooks to Send SMS Messages from workflows. You may proceed with these steps.
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Setup and configuration is now complete. You are all set to begin using SMS-Magic. To learn more about SMS-Magic Extension, please refer to our User Guide.