Send SMS with custom button in Zoho CRM (using SMS Magic)

02.19.23 12:19 PM By Andy

What we are going to do

In this tutorial we are going to go over how to create a button in Zoho CRM that will send text messages to our CRM records using SMS Magic. This is part 2 of the SMS Magic - Zoho CRM Integration series, so make sure to check out the first tutorial where we go over how to configure the SMS Magic extension.

Pre-requisites

Adding the button to Zoho CRM

For this example, we are going to add a button to the Contacts module, but you can add it to any module, as long as there's a phone field in the module.
  1. In Zoho CRM, go to the Setup.
  2. Click on "Modules and Fields".
  3. Open the Contacts module.
  4. Go to the "Links and Buttons" tab.
  5. Click on "New Button".
    1. Name it "SMS to Phone"
    2. Select "View Page" on the "where would you like to place the button?" dropdown.
    3. Select "Invoke URL" on the "what action would you like the button to perform?" dropdown.
  6. Go to your SMS Magic account, to the "Get Started" page.
  7. Click on "Button Configuration".
    1. Select the Contacts module.
    2. Select the phone field you would like to send the text messages to.
    3. Click on the "Generate Send SMS URL" button.
    4. Copy the URL that has been generated.
  8. Back in the CRM, paste the URL in the URL box.
  9. Save the button.
  10. Change the button permissions if necessary.

The button has been created! Open any contact profile to test it out.