How to send SMS from Zoho CRM with Twilio
Set up outgoing SMS from Zoho CRM in three steps: install the extension, connect your Twilio account and send your first test message.
This guide sets up outgoing SMS for Zoho CRM with our Twilio SMS for Zoho CRM extension. You need a Zoho CRM account and a Twilio account with an SMS-capable phone number. The steps in Zoho CRM are short; how soon you can text customers depends on your Twilio account (see the trial and US registration notes below).
Step 1. Install the extension
Open the installation link we sent you and install the extension in Zoho CRM. Zoho calls these add-ons extensions. If you don't have a link yet, contact us and we'll send one.
Step 2. Connect your Twilio account
During installation the extension asks for three values from Twilio: your Sender Number, Account SID and Auth Token.
All three are on the dashboard of your Twilio Console. Copy them into the extension's fields.
Step 3. Add the SMS field and send a test
Next, show the field you'll type messages into. Start with Contacts; Leads work the same way.
- Open the Contacts module and click any contact.
- Click Customize Business Card.
- Move Mobile and Send SMS Message from Available to Selected, then click Save.
Now open a test contact, enter your own mobile number, type a message and send it.
Trial accounts and US sender registration
A Twilio trial account works for testing, with limits. Trial accounts can only text verified numbers, so add the number you're testing with to Verified Caller IDs first.
Texting US numbers usually needs sender registration too: A2P 10DLC for local 10-digit numbers, or toll-free verification for toll-free numbers. A2P 10DLC registration needs a paid Twilio account, and upgrading on its own does not register your sender.
Need a hand?
We're happy to do the setup with you. Get in touch and mention Twilio SMS.
