Twilio for Zoho Books

Maintain interactions with customers & vendors through Twilio

Built for: Books Developed by: Ulgebra
100+ Installs
  ( 2 )

Simplify the time-consuming process of managing finances and communication with the help of this integration, which syncs Twilio communication services directly into Zoho Books—allowing users to handle finances and interactions in one place. Reach out to your customers and vendors as required through SMS and WhatsApp. You can also update and remind customers regarding invoices from the respective invoice itself.

Note :
1. This app contains In app pricing which is 5 USD per Zoho user per month.
2. Each Zoho user will get 10K messages per month with the base plan, they can purchase additional message credits on request.

Key Features:

  • Twilio SMS & WhatsApp Select any Zoho Books customer, vendor, or invoice. Within the panel on the right side, click on the Twilio icon. Select the Twilio Sender. Then enter the message or insert templates. You can also add user fields, contact fields and emoji if required, as well as send the message to your customer or vendor.
  • Add recipients While sending a Twilio message, you can add multiple recipients using the Add Recipients option. Select a Zoho Books filter to add all the contacts pertaining to that filter to the message. Search and add a specific contact if required. You can also select the country code, enter the contact number, and add any contact.
  • Predefined messages Avoid typing out messages each time by using message templates. Within the extension interface, click on Insert Template to view the list of message templates. Click on + Add New Template to create a new template. Enter the template name and message, and insert whatever user fields, contact fields and emoji you require. Then click on Save Template. You can also edit or delete any template.

Tags

Deployment type Zoho platform
Published date Oct 26, 2022
Version 4.0
Category Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Premium
  • Enterprise
  • Elite
  • Ultimate

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