blungo - Blog #sms magicblungo - Blog #sms magichttps://www.blungo.com/blogs/tag/sms-magicThu, 09 Oct 2025 02:35:13 -0700http://zoho.com/sites/<![CDATA[Send SMS automatically from Zoho CRM (using SMS Magic)]]>https://www.blungo.com/blogs/post/send-sms-automatically-from-zoho-crm-using-sms-magicIn this tutorial we are going to go over how to setup the SMS Magic extension for Zoho CRM, so you can send text messages to your CRM records. We will also send our first text message.]]>

What we are going to do

In this tutorial we are going to show you how to automatically send text messages from Zoho CRM using SMS Magic. We are going to do it in 2 different ways: sending the message after the stage changes, as well as based on a date/time field.


To be more specific: First, we are going to create a webhook that, when called, will send all the information to SMS Magic. Then, we are going to use the webhook as an action in our workflows. So, when the workflows are triggered, they will call the webhook, and it will send all the information needed to SMS Magic, which will send the text message.


This is part 3 of the SMS Magic - Zoho CRM Integration series, so make sure to check out the other two tutorials where we go over how to configure the SMS Magic extension.

Pre-requisites

For this example, we are going to use the Deals module, where we already added 2 fields to the layout:
1) A phone field where the phone number is going to be located
2) A "date/time" field that we are going to use to send the tex message based on a date

Creating a webhook in Zoho CRM

  1. In Zoho CRM, go to the Setup.
  2. The go to Actions > Webhooks > and click on "Configure Webhook".
  3. Name the webhook.
  4. The method is going to be POST.
  5. Go to your SMS Magic account and click on Automation, on the "Get Started" page.
  6. Copy the URL to notify.
  7. Back in the CRM, paste the URL in the field "URL to notify".
  8. Select "deals" as the module
  9. Go to the "body" section, and select "form data" as the "type".
  10. Under "user defined format", click on "add parameter".
  11. The Parameter name is going to be "text".
  12. The parameter value is in SMS Magic. Go back to your SMS Magic account.
    1. Click on "Generate JSON".
    2. The module is going to be Deals.
    3. Then, select the Sender ID.
    4. Select a phone field that you want to use to send the text message to.
    5. On "message body" type the text message (you can use merge fields from the CRM).
    6. Now click on "generate JSON".
  13. Click on "copy to clipboard".
  14. Back in the CRM. And paste the value in the "parameter value" box.
  15. Save the webhook.

Triggering the webhook with a workflow

  1. In Zoho CRM, go to the Setup.
  2. Go to "workflow rules", and click on the button "create rule".
  3. Select Deals as the module.
  4. Name it "SMS Notification".
  5. Click on Next.
  6. The execution is "on a record action".
  7. Set up the criteria. For this example we are going to use:
    1. When we edit the record.
    2. Specific field gets modified.
    3. The field is "stage". Modified to "the value". Select "proposal/price quote".
  8. Click on Next.
  9. Set up the conditions. For this example we are going to apply the rule to "all deals".
  10. Click on Next.
  11. On "instant actions" choose "webhook".
  12. Select the webhook created in the previous step.
  13. Click on "Associate".
  14. Save the Workflow.

The workflow has been created, so you can test it out by modifying a Deal's stage, if you set the same conditions we set on this example.

If you would like to send the text messages based on a date time field:
  1. Go to the Zoho CRM Setup and click on "workflow rules".
  2. Create Rule.
  3. Select "deals" as the module, add a name, and click on Next.
  4. Choose "on a date/time" as the trigger.
  5. Choose the date time field you want to trigger this workflow.
  6. Configure the other parameters: Execution date and execution time.
  7. Click on next.
  8. Add a condition if needed.
  9. Click on Next. 
  10. The instant action is "webhook".
  11. In the new window, choose the webhook we created earlier.
    If you want to send different text messages, you have to create one webhook per template. There are ways to automate this, but we are not going to cover it in this tutorial.
  12. Click on associate.
  13. Save the Workflow.
]]>Fri, 24 Feb 2023 12:48:38 -0800<![CDATA[Send SMS with custom button in Zoho CRM (using SMS Magic)]]>https://www.blungo.com/blogs/post/send-sms-with-custom-button-in-zoho-crm-using-sms-magicIn this tutorial we are going to go over how to setup the SMS Magic extension for Zoho CRM, so you can send text messages to your CRM records. We will also send our first text message.]]>

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.


]]>Sun, 19 Feb 2023 12:19:11 -0800<![CDATA[Setting up the SMS Magic - Zoho CRM Integration]]>https://www.blungo.com/blogs/post/setting-up-the-sms-magic-zoho-crm-integrationIn this tutorial we are going to go over how to setup the SMS Magic extension for Zoho CRM, so you can send text messages to your CRM records. We will also send our first text message.]]>

What we are going to do

In this tutorial we are going to go over how to setup the SMS Magic extension for Zoho CRM, so you can send text messages to your CRM records. We will also send our first text message. When the contacts respond back to the messages you send, you will receive them in the "Converse Desk" located inside the SMS Magic app. We will add the Converse Desk to Zoho CRM for direct access.

Pre-requisites

  • An SMS Magic account.
  • A phone number, also called Sender ID, assigned to your account. If you don't have a Sender ID yet, contact SMS Magic support.
To check that you have a Sender ID already, open your SMS Magic account, and go to "SMS Services" on the "Settings" tab. Your number should be listed there.

Installing the SMS Magic extension

  1. In Zoho CRM, go to the Setup.
  2. Click on "All" under Marketplace.
  3. Search for "SMS Magic" and click on the result.
  4. Click on "Install".
  5. Follow the wizard to install the extension:
    1. Accept the terms and conditions and authorize SMS Magic.
    2. Select if you want to install it for admins only, or for all users.
  6. Finally, click on "install".

The extension has been installed, and there are several features that have been added to Zoho CRM, like a button to send SMS to Contacts, as well as some other modules used by SMS Magic.

Adding a Sender ID to Zoho CRM

  1. Open the module "SMS Sender ID".
  2. To add a new record, click on the create button.
  3. Go back to your SMS Magic account, and copy the Sender ID (AKA phone number).
  4. In the CRM, paste the value in the fields "SMS Sender ID Name" and "SenderID.
  5. Save the record.

Sending our first SMS to a Contact

  1. Open the Contacts module in CRM
  2. Make sure you are on the list view
  3. Select a contact (you can select multiple contacts if you want to send the same text message to all of them)
    1. Make sure the contact has a phone number on the phone field
  4. Click on the button "Send SMS"
  5. The SMS Magic website will open
  6. Select the Sender ID
  7. Write your message
  8. Click on "Send"
  9. Finally click on "Send" again

You have sent your first text message! You can open the Converse Desk in SMS Magic to chat with contacts that respond back to you.

Adding the Converse Desk to Zoho CRM

  1. In Zoho CRM, go to the Setup
  2. Then click on "Modules and Fields"
  3. Click on "Web Tabs".
  4. Click on "+ New Tab"
  5. On the name field, type "Converse Desk"
  6. Select "link" as the source
  7. Copy the link below and paste it in the source
    Converse Desk Link: https://app.sms-magic.com/app/#/converse-desk?userId=${Users.User Id}&state=${SMSMagic.User Token}
  8. Assign the profiles that will have access to the Converse Desk
  9. Click on "Save"

Now you can open the Converse Desk from the CRM. Keep in mind that for a user to use the Converse Desk, it has to have an SMS Magic account. You can add users to your SMS Magic account from the settings.
]]>Fri, 10 Feb 2023 16:53:59 -0800