The Twilio SMS & Zoho CRM Extension enables seamless communication by integrating Twilio’s SMS capabilities directly within your Zoho CRM. With this extension, users can send and receive text messages without ever leaving the CRM, enhancing productivity and streamlining customer interactions.
Whether it's a quick one-on-one message or a bulk SMS campaign, this extension is designed to help your teams stay connected with leads, contacts, accounts, and deals—effortlessly and efficiently.
This extension is built to save time, boost communication efficiency, and help you stay connected with customers—all within your existing CRM.
For more details and features of this extension, please see the documentation available in the RESOURCES section below.
Key Features:
One-on-One & Bulk Messaging: Send SMS directly from Zoho CRM using single or bulk messaging options across Leads, Contacts, Accounts, and Deals.
SMS Scheduling & History Tracking: Schedule messages for future delivery and track all incoming/outgoing SMS through the SMS History in each record.
Predefined Templates with Personalization: Use dynamic SMS templates to save time and maintain consistency. Easily insert lead-specific variables to personalize messages.
Secure Twilio Integration & SMS Opt-out Compliance: Connect with Twilio securely using Account SID & Auth Token. Respect user preferences with built-in SMS Opt-out functionality.
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
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Hello,
I would recommend you to try Twilio SMS for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Payments have not been opened up for users in the EU yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
Only admins can install or purchase this app. Please contact your organization admin for more information.
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