Zoho CRM can integrate with a few SMS gateway providers. Some offer both in and outbound SMS messages while others only offer outbound.
We integrated Zoho CRM with SMS-Magic. The integration is outbound only and is provided via a webhook script. SMS-Magic therefore works with both Zoho CRM Enterprise and Professional Edition.
There are several ways SMS can be integrated from a functional point of view, these include:
- adding a field on a Lead / Contact screen so you can enter the text message you wish to send to the person.
- creating an SMS module (only Enterprise Edition), to allow messages to be tracked and connected to a Lead or Contact in Zoho CRM.
- customise the webhook message script to automate messages for reminders such as subscriptions or maintenance renewals falling due, sending a happy birthday message, chasing where an invoice is unpaid, the correct webhook would be triggered upon a specific condition being true, e.g. expiry date is today.