Send SMS automatically from Zoho CRM (using SMS Magic)

- SMS Magic: go.blungo.com/KgHqwu
- Zoho One Course: go.blungo.com/6g4zte
In this video I'm 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.
- Send SMS automatically from Zoho CRM blog post: go.blungo.com/wZ9lMP
SMS Magic - Zoho CRM integration videos:
- SMS Magic - Zoho CRM Integration setup (Video 1): go.blungo.com/LgW4x7
- Send SMS with custom button in Zoho CRM (Video 2): go.blungo.com/kXDA1p
I'm a Software Consultant: www.blungo.com
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0:00 Important Intro DON'T SKIP
1:09 Creating the webhook
3:02 Setting up the workflows
#zoho #sms #crm

[@t.g2089]

Good one. Thanks

[@Mmullaney321]

This is a great video, thank you for the clarity of instruction. One comment, when typing in the TEXT into the webhook please remind your viewers that the word should be all lowercase! (for the non jason experts among us)

[@blungo]

I'm glad you liked the video! Nice catch about the "text" word. Hopefully everyone follows the tutorial as shown. I'll clarify that in the next videos I make.

[@connoravery1337]

Hello Jason, I am having an issue when trying to follow this automation. When I move the test deal into the stage where I wish the SMS to be sent I am seeing on the timeline that the webhook is being invoked. However when I check the message history for SMS Magic it shows an error message for the message and it is not being sent. Any suggestions?

[@blungo]

Hello. Have you purchased/gotten a number from SMS Magic? They have to approve it before you can start sending SMS.

[@connoravery1337]

@@blungo I just upgraded my plan thank you. I have subbed to the channel. Thanks for the video!