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SMS-Magic Zoho Documentation
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Suggested Search: Installation Guide, User Guide
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  • Zoho
  • Installation Guide

Signup to Use SMS-Magic with Zoho

To sign-up for Zoho CRM, follow the simple steps mentioned below:

  • Click on the ‘Try it for Free’ button, and the following sign-up form page will appear:

Here, to sign-up, you need to enter all your details and click on the ‘Start free trial’ button. 

  • Enter your first name in the ‘First name’ field
  • Enter your last name in the ‘Last name’ field
  • Enter your official email address in the ‘Business email address’ field
  • Select the correct option from the ‘Select CRM’ drop-down. As you want to sign-up on Zoho CRM, select the ‘Zoho’ option.
  • Select the country of your location from the ‘Select country’ dropdown
  • Check the Terms of Service check box
  • Validate the captcha and click on the ‘Start free trial’ button 
  • Your account will be created and you will get the following message:
  • You will receive a welcome message on your email ID. Confirm the email address and login to continue using SMS Magic services as shown in the image below:
  • Once you verify your email address, you will be redirected to the following page where you need to set the password:
  • Once your password is set, you can log in to the Zoho CRM and explore all features. To log in, select crm.zoho.in option from the Zoho CRM dropdown, as shown in the image below:
  • Click on the ‘Accept’ button to allow SMS Magic to access data in your Zoho account:
  • Once you complete the login steps, you will be redirected to the home page of Zoho CRM. Here, you need to install SMS Magic App in your Zoho org. Click on the ‘Install Now’ button:
  • Add required modules in the following configuration page:
  • Select the checkboxes to continue the installation of the Zoho plugin in your org:
  • Select the users to continue the installation:
  • Once the app is installed, you can see the extension details and installed components: 
  • Once the Zoho plugin is installed, login back to your org and you will be able to see that all the required four steps are now complete:
  • You can check your profile to see the details of your account. As your account is created with a Multichannel messaging plan, the Converse Desk and Campaign Manager will be enabled by default. You receive 15 messaging credits, one Sender ID, and five licenses with the trial plan.
  • Go to Converse Desk and use the Sender ID/number that is assigned to you, to send your first message.

October 4, 2019

Installation Guide Signup to Use SMS-Magic with Zoho, zoho, zoho installation and setup

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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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Text Converse for Demo to
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