Prerequisites

The SMS-Magic Extension for Zoho CRM enables you to converse with prospects and customers much more easily. It gives you the ability to send and receive SMS messages from Zoho CRM. You can also automate messages using Webhooks, create SMS Templates with Dynamic fields, Manage Sender IDs, and view Delivery Reports for your messages.

With this User Guide, you can get the maximum from your SMS-Magic extension for Zoho CRM. You’ll find detailed steps and images to help you learn each feature.

It is necessary to complete each of the following before you can begin using SMS-Magic for Zoho CRM.

Contact sales@sms-magic.com for more information or assistance with any of these prerequisites.

Installation and Configuration

• You need to have a valid Zoho CRM Enterprise account on which you have installed the SMS-Magic Extension.
• You need to have a SMS-Magic account and configure Zoho CRM to work with this account.

Subscription and SMS Pack

• Choose a SMS-Magic Subscription Plan to enjoy the features that are available in SMS-Magic. You can purchase a subscription directly, or evaluate the trial version for up to 15 days.
• Purchase one or more SMS Packs to replenish SMS credits for your account.

Incoming Number

• To use any of the incoming features, you first need to acquire a dedicated incoming number to receive replies from your recipients.
• All the SMS messages received on this number are pushed to your Zoho CRM and will also be recorded in your SMS-Magic account.

For information on how to Install and Configure SMS Magic on Zoho, read our Installation Guide.

You can also contact sales@sms-magic.com for more details and assistance.

About SMS-Magic

SMS-Magic is a proven, global messaging platform with over 1,500 clients across 59 carriers. SMS-Magic enables Zoho CRM users to engage buyers and win and retain more new customer revenue while creating strong customer relationships that drive sustainable, competitive advantage. SMS-Magic is a popular messaging application on Zoho Marketplace.