Zoho CRM | Send messages

Zoho CRM gives you the flexibility to send messages in different ways, depending on what works best for you. You can send messages via Zoho CRM records or via the Sinch Inbox and Bulk SMS tab.

Send messages via Zoho CRM Records

Send from a CRM record using Sinch SMS

1. Open the message recipient's CRM record.
2. From the navigation pane, click on Sinch SMS.
3. Compose your message in the Type your message here box.
4. (Optional) Click the + icon to use template, schedule SMS or add an attachment to send an MMS.
5. When you're ready, click the Send button to send your message.

Send from the 'Send Sinch SMS Message' button (Leads module)

1. From the left-side navigation menu, click on the Modules tab.
2. Under Sales, click on Leads.
3. Open the message recipient's Lead record.

4. Click on the Send Sinch SMS button in the top-right corner.

   

5. Configure your message in the pop-up window.
   • From: Use the drop-down arrow to select your From number (you can choose from the Sinch pool number or from the Record owner's phone number).

   • To: See the details of the recipient you are sending the message to. 

     

   • Advanced Settings: Option for additional settings. 

     • Number to use: Select to send to All Possible Numbers stored in the recipient's CRM record or specify a number.
     • Who should be notified of replies: Select Owner of each record, Me (user sending the message) or Other users (select from Other users drop-down box).
     • Campaign Name: To help with reporting, you can configure the name of the bulk SMS campaign. A record will be created in the Campaigns module after you send. By default it will be named 'SMS/MMS campaign using {template} to {number of recipients} recipients on {date}'.

     

   • Templated or Blank: Choose whether you want to use a template or compose the message from scratch.
     • Template: Use the drop-down box arrow to select a template or click Edit to update the template. Click + Add New Template to create a new template.
     • Blank: Start composing your message.

   • Message: Compose and edit your message here.

     

   • Attachments (MMS):

     • MMS maximum file sizes:

       • US: Up to 1000KB in jpg, png, gif, 3gp, mp4, mpg, avi, wmv, mp3, wav, vcf and pdf
       • AU: Up to 450KB in jpg, png, gif and pdf

       Note: Please be aware of these current exceptions.

       • PDF is not supported on any Toll-Free sender
       • PDF is not supported for Google Voice on any 10DLC sender
       • VCARD/vcf is not supported in Australia
   • You'll need to check the box for 'Please confirm that all of the contacts you are about to send to have explicitly opted in and that the message you are sending is not likely to be flagged as spam/harassment.' before you can send the message.
   • We recommend checking and understanding the Estimated cost of the campaign before sending it. Longer messages and messages that include emojis or special characters cost more to send.
     • A special character warning will appear if you include emojis or special characters e.g. Asian scripts or Spanish characters. The special characters are highlighted in blue.
   • You may also receive a timezone warning if any of the contacts in the campaign are in a timezone where it's outside your approved sending hours. You can still send the campaign by checking the box, however we recommend sending during standard sending hours e.g. 8am to 7pm.
6. Click Send Now to send the message now. You can also click the down-arrow and click Send Later if you want to schedule the message to send at a specific date and time.
7. (Optional) You can see a detailed view of your campaign record stats right after clicking Send by clicking the link in the pop-up send receipt. Alternatively, from the left-side menu, you can navigate to the Campaigns module (under Sales) and click on the campaign you want to view.

Send from the 'Send Sinch SMS Message' button (Tasks module)

1. From the left-side navigation menu, click on the Modules tab.
2. Under Activities, click on Tasks.
3. Click into the task you want to send the message from.

4. Click on the Send Sinch SMS button in the top-right corner.

   

5. Configure your message in the pop-up window and click Send Now or Send Later to send the message.

Send bulk Sinch SMS

You can also send messages in bulk using the Send Bulk Sinch SMS button in the Leads, Contacts, Deals or any other custom module. 

Send messages via Sinch Inbox and Bulk SMS tab

New conversations

1. From the left-side navigation menu, click on the Sinch Inbox and Bulk SMS tab.
2. Click on the + icon in the top-right corner to start a New conversation.
3. In the pop-up search window, type the name or phone number of the contact you want to message and click the 🔍 Search icon. If it's an existing record, you can click it from the list. If it's a new record, you can click Create a new record.
4. The new conversation for your contact will then load in the inbox.
5. Compose your message in the Type your message here box.
6. (Optional) Click the + icon to use template, schedule SMS or add an attachment.
7. When you're ready, click the Send button to send your message.

Open conversations

1. From the left-side navigation menu, click on the Sinch Inbox and Bulk SMS tab.
2. Locate and select a contact to open their conversation.
3. Compose your message in the Type your message here box.
4. (Optional) Click the + icon to use template, schedule SMS or add an attachment.
5. When you're ready, click the Send button to send your message.