Zoho CRM- How to integrate with MSG91 ?

You can integrate MSG91 with your Zoho CRM which helps you in connecting with your customers using MSG91 SMS. Instantly send SMS using predefined and customisable SMS templates.

1. Open your Zoho Book account. Click on the 'Settings' button available on the Right-top of the screen. Go to the Marketplace > All option from the list.

2. Search MSG91 from the search box. Click on MSG91 SMS for Zoho CRM option.

3. You can either buy the plugin or click on start free trial to install.

4. Click on Settings for configuring MSG91 API.

5. Enter API Key and Sender ID values.

For authkey, please refer: https://msg91.com/help/MSG91/where-can-i-find-my-authentication-key

For Sender ID, please refer: https://msg91.com/help/MSG91/map-your-dlt-entity-pe-id-with-dlt-approved-header-sender-id

5. Click on the Leads tab, check on the box and click on Send Bulk SMS- MSG91

6. Do the route selection (Wallet/Transactional/Promotional). 

7. Select the FLOWS from the dropdown that are created on MSG91 panel (One API option).

In order to create the FLOW, please refer: https://msg91.com/help/MSG91/how-to-create-flow-id-to-send-sms-via-api

8. To insert the variable values, please click on the dropdown to select any field.

9. Click on the Send button to check the configuration.