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SMS messages can help you reach your customers directly. Twilio enables you to send personalized or bulk SMS to your leads and contacts, all from within your Zoho CRM. You'll also have the ability to send automated text reminders to event participants. The details of sent and received SMS messages can be viewed in related lists and custom modules.
Key Features:
Send personalized or bulk SMS messages to your leads and contacts and view the details in your SMS Texts module.
Send automated SMS messages to an admin whenever a lead or a contact is created.
Send automated alerts to remind users when a task is due.
It's shockingly bad. All you can do is set the message that is sent from the 'bulk sms' button. There is no way to edit or create workflows that will send twilio sms's! there is no way to edit the automated sms's that are sent when leads are created for example. The documentation for the plugin explains nothing apart from the installation.
Very strange. This extension is allowing outbound sms but it is showing error when I try to get inbound sms. {"status_code":200,"response":"{\"result\":\"failure\",\"message\":\"Error at line number : 102 'TEXT' can not be cast to '[BIGINT]' for the function 'get'\"}"}
Could you please send an email to support@zohoextensions.com along with the screenshot of the reported error so that we can analyze it on our end and assist you better.
OMG This is one of the hardest things I have ever done and I just now after 2 days of googling and researching got my first text message to a lead through Zoho. What a convoluted mess!!! Now where do the responses go????? Not in messages ugh! Totally not user friendly, I have an IT background I cant imagine the average user trying to set this crap up. HINT The number must be +1"Mobile" not "Phone"
Could you please send an email to support@zohoextensions.com along with the screenshot of the reported error so that we can analyze it on our end and assist you better.
All I need to do is send automated messages with merge fields on different touchpoints- like we do with email and slack. Is there any third-party plugin that supports that?
As of now, we couldn't suggest an integration which would meet your requirement. However, we will keep you posted once an extension listed in Marketplace supports the mentioned requirement. For further queries, please write to support@zohoextensions.com
Twilio SMS extension for CRM works, but we really need an extension like the "SMS/Text Messaging Gateway" extension only available in Zoho Recruit. It offers merge fields, text templates, a conversation window, and a overall better experience..
This is Vijay from Zoho Extension support. Thank you for the feedback. We will look into the possibilities and will update the extension with more features based on the feasibility. For further queries please do write to us at support@zohoextensions.com.
This is Sathiya from Zoho Extensions Support. Thank you for your feedback. We apologize for any inconvenience that was caused to you with regards to this extension. We have sent an email to your email address that is associated with Zoho CRM. Please respond to it and we will help you sort out the issue. For further queries please do write to us at support@zohoextensions.com.
We really need a Twilio SMS extension similar to the "SMS/Text Messaging Gateway" extension only available in Zoho Recruit. It works and offers merge fields, templates, and a conversation window.
Hi Jon, This is Aditya from Zoho Extension Support. Please contact us at support@zohoextensions.com, I shall personally assist you and ensure we get this working.
We just wanted to send an automated SMS message to new leads. The documentation on this is appalling and it's impossible to understand where to configure anything. We can see some rules and actions, but there's no way of seeing what they do or how to use them. Support articles don't seem to relate to what we're seeing on screen and they are difficult to find or just plain irrelevant. Useless.
Totally agree with this. SMS is so 2002 and for some reason its like advanced chemistry to get a SMS message to a lead. Once you finally figure it out, good luck finding where the responses go LOL I am on day 3 and just got my first text message to work HINT You NEED the country code +1 and the number needs to be Mobile not phone number. like this Mobile: +12225551212
Like others, this extension didn't work, and of course, "tech support" had no clue what they were doing. Zoho's an interesting company. It's products are definitely good, but their support team always seems so amateurish. It's embarrassing.
Agree. What issues are you having? The issue we are having is the wrong incoming text going to the wrong contact. i.e if two users in our organization have a contact with the same phone number, an incoming SMS is being stored in the first contact found with that #
Dear Customer, We are sorry for the experience you have gone through and any inconvenience caused. Please write us at support@zohoextensions.com stating the problems with this integration and we shall resolve your issues. Looking forward to hearing from you.
Like others, this extension didn't work, and of course, "tech support" had no clue what they were doing. Zoho's an interesting company. It's products are definitely good, but their support team always seems like they just started yesterday.
We are sorry for the inconvenience caused to you, please allow us to help you set it up and running by writing to us at support@zohoextensions.com and we will assist you right away.
Sorry for the inconvenience caused. Please send us an email at support@zohoextensions.com if you are on the version 62.0 and still face issues so that we can assist you and resolve your issues.
SMS doesn't work at all. The webhook URL it provides you with is incorrect. No option in Contacts or Leads module to send SMS messages. Completely broken.
Aditya - it's still broken and you still haven't contacted me about this. This is terrible customer service.
For anyone else who is having this issue, I found a workaround but it's going to take some time to setup. Posting details in next post due to the character limit.
1. Go to workflows and open up the 'send text sms' workflow. 2. At the bottom of the workflow it will have the custom function name 'send text sms'. Right click on this and Inspect (in Chrome) to get the ID of this custom function.
OK so I forget the rest and have to get back to work so don't have time to investigate right now, but if you open up the workflow editor in a new window instead of a popup, you can add the ID in manually to the URL which will let you copy the entire source code.
Then when you have the source code you can just create your own custom extension and don't have to worry about Twilio SMS extension team forgetting to do their job.
Hi Jake. Apologies for the inconvenience caused. We have received your support query on this, we shall assist you in setting this up and get this working ASAP.
Hi Jake, We notice that you are on the version 43.0 of the Twilio SMS extension and hence the issues persist. Please upgrade to the latest version (62.0) on which the issues have been fixed.
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I would recommend you to try Twilio. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Could you please send an email to support@zohoextensions.com along with the screenshot of the reported error so that we can analyze it on our end and assist you better.
We are looking forward to assisting you.