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SMS-Magic Zoho Documentation
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Suggested Search: Installation Guide, User Guide
Suggested Search: Installation Guide, User Guide
  • Home
  • Zoho
  • Mobile App User Guide
  • Installation and Sign-in

Sign In

After you install the SMS-Magic mobile app on an Android or iOS device, sign in to the application using valid credentials and start conversing seamlessly. To sign in to the SMS-Magic mobile app, users can use their Salesforce, Zoho, or Email credentials. 

Here you need to use your Zoho credentials to sign in to the app and start conversing with your customers by sending SMS messages manually or through templates.

Zoho Signin mobile
  • Click on the ‘Zoho CRM’ option. The user will have to first select either the U.S., EU, or AUS SMS-Magic server. 
  • Enter your email address or mobile number in the next step and click on the ‘Next’ button to proceed
  • Enter the password in the ‘Enter Password’ field 
  • Click on the eye icon to view the entered password
  • Click on the ‘SIGN IN’ button to proceed
  • In the next step, you will have to accept the server access request. Click on the ‘Accept’ button to proceed. By clicking on the accept button you allow the SMS-Magic EU server to access the data on your Zoho account.
  • Once the user is logged in to the mobile app using Zoho credentials, they will first have to configure modules from the available list. Here, users will have to select the modules which they want to use for messaging. Click on the checkbox beside modules such as leads, contacts, accounts, deals, activities, products, quotes, sales orders, purchase orders, invoices, campaigns, meetings, calls, tasks, notes, etc. Select the required modules and click on the ‘Save’ button. You can hold and drag the modules to reorder their priority. The selected modules will be present in the ‘Zoho Modules’ section in the mobile app.  
Configure Module after login

*Note: To log in to the SMS-Magic app on a mobile phone the user needs to have a SMS-Magic Zoho license

December 15, 2020

Installation and Sign-in

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Zoho

  • Aircall Integration
    • Getting Started (Integration and Connecting Numbers)
    • Using Aircall with SMS-Magic Solution
    • Using Aircall with SMS-Magic Salesforce native app
    • Using Aircall with SMS Magic Zoho App
  • Mobile App User Guide
    • Getting Started
      • Overview
    • About SMS-Magic Mobile App
      • Overview
      • Tech Specifications
      • Pre-requisites
      • Licensing
      • Data Security
    • Installation and Sign-in
      • Install the App
      • Sign In
    • Initiate New Message/ Conversations
      • Overview
      • Sending a Message from Inbox
      • Sending a Message to an Unknown Number
      • Sending a Message by Selecting a Record from the List View of your CRM
    • Manage Conversations
      • Inbox
      • Conversation
      • Pin Conversation
      • Conversation Assignment
      • Mark as Read
      • Mark as Unread
    • Multichannel Messaging on SMS-Magic Mobile App
      • SMS/MMS
      • Facebook Messaging
      • WhatsApp Messaging
    • Push Notifications and Alerts
      • Overview
    • Search and Filter
      • Search Field
      • Filter Field
    • Manage Templates
      • Overview
    • Manage Contacts
      • Overview
    • Menu Options
      • Profile
      • Message Template
      • Help and Support
      • Settings
      • Logout
  • Installation Guide
    • About SMS-Magic
    • Installing SMS-Magic on Zoho CRM
    • Signup to Use SMS-Magic with Zoho
    • Configuring SMS-Magic with Zoho
    • Add new user on existing SMS-Magic Account
    • IP Whitelisting
  • Bigin
    • Introduction
    • Install & Configure SMS Magic in Bigin
    • Send Messages using Bigin
  • Zoho User Guide
    • About SMS-Magic
      • Overview
    • Pre-requisites
      • Installation and Configuration
      • Subscription and SMS Pack
      • Incoming Number
    • Basic Settings
      • Send SMS
      • Bulk SMS to List
      • Module Configuration
      • Converse Desk
      • Sender ID
      • Transfer SMS History from Leads to Contacts
      • Message Template
    • Receive SMS/MMS
      • Overview
      • Incoming Message Notification
    • Send Single/Bulk SMS
      • Overview
    • Send Bulk SMS to List
      • Overview
    • Converse with your Customers
      • Overview
      • Initiate a New Conversation
      • Inbox
      • Sent Messages
      • Manage Conversations
    • SMS and WhatsApp Automation
      • Understanding the JSON Payload Configuration for Automation
      • Create Webhooks
      • Associate the Webhook with the Workflow Rule
    • Campaign
      • Overview
    • Enhanced Campaign
      • Overview
      • Create a New Campaign
    • URL Shortening & Tracking
      • Overview
      • Configuration Steps
      • Shortened Links
      • Deleting a Shortened URL
    • SMS History
      • Overview
    • SMS Zoho Recruit
      • Overview
    • SMS Zoho Support
      • Overview
    • SMS-Magic with ZOHO Marketing Hub
      • Pre-requisites
      • Shooting SMS Campaign
      • Send automated messages via Journey Builder

Latest Articles

  • Getting Started (Integration and Connecting Numbers)

  • Using Aircall with SMS-Magic Solution

  • Using Aircall with SMS-Magic Salesforce native app

  • Using Aircall with SMS Magic Zoho App

About SMS-Magic

SMS-Magic is a proven, global messaging platform provider for popular CRM platforms, with over 2000 clients across 190 countries, including small, midsize, and enterprise accounts.

Business Enquiries

US: 1-888-568-1315
UK: 0-808-189-1305
AUS: 1-800-823-175
Sales: sales@sms-magic.com
Support: care@sms-magic.com

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