Getting Started

Step 1 – Connect With CRM

If you have a Salesforce or Zoho CRM account, you can begin with getting connected to your CRM. If you don’t, you can use our application or make use of SMS-Magic APIs to send out messages.

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If you have signed in using Zoho CRM or Salesforce CRM, your CRM is already connected and you can move on directly to Step 2.

Step 2 – Install

This step is not applicable if you sign in with Google+, Facebook, and Email.

Zoho

You can install the SMS-Magic application from Zoho Marketplace if it’s not installed. Search SMS-Magic and click on the Install button.

Salesforce

You can install the SMS-Magic application from Salesforce in your Salesforce Org if it’s not installed. Clicking on the ‘Install Now’ button will take you to the Salesforce AppExchange.

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Step 3 – Configure

This step is not applicable if you sign in with Google+, Facebook, Email, and Salesforce.

Zoho

Visit the links Send Bulk SMS Button and SMS Automation in Zoho User Guide to learn the steps to add and configure Buttons and Webhooks in Zoho CRM.

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Step 4 – SMS Services

On the basis of the countries you chose during the KYC, this section gives information about where you will be able to send/receive messages.

If you are on a Trial of SMS-Magic Portal, you can Send a Test Message and check out how things work. We will take you through managing Coverage and Compliance soon.

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A Sender ID is mandatory for sending out TEST SMS.

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