Introducing: SMS notifications via Zoho Subscriptions

Dear customers,

We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

Previously, to send SMS notifications for invoices and payment reminders, you had to connect Zoho Subscriptions with an SMS provider using either webhooks or cloud connectors like Zoho Flow or Zapier. While this works, we wanted to offer something that's better and easier to set up. 

How can SMS notifications benefit your day-to-day finance operations?

There are plenty of situations where you'd like to communicate some information to your customers—such as a reminder for an overdue payment, a notification that a subscription is about to be renewed, and so on. It's okay to use email as the primary communication channel for these events, but half your emails are going to be read on mobile devices anyway. So why not deliver these notifications directly via SMS? Studies show that the average open rate for emails is 20-30%, while SMS notifications have a whopping 98% open rate. And nearly 90% of SMS recipients open their text messages in the first three seconds.

Simply put, SMS notifications can help you expedite your payment collection and close your books faster, while also improving your customer relationships by keeping customers up to speed on all their subscription-related activities.

How customizable is this?

The integration is designed so that you have control over what goes out, without having to spend a lot of time on it. You can simply choose the events in Zoho Subscriptions for which you'd like to send SMS through Twilio, and Zoho Subscriptions will take care of the rest. You'll still have options to customize the system to your specific business needs. Here's how:

1. Choose an SMS template of your choice

For each event you choose to send SMS notifications for, you can select one of the three pre-defined templates: Brief, Short, and Detailed. While all of them retain the key placeholders necessary for communication, they have different character lengths, allowing you to choose the one that fits your brand's communication style the best.

2. Disable SMS notifications for select customers

You might want to send SMS notifications to most of your customers, but not all of them. If that's the case, you can simply disable SMS notifications for any customers you wish with just a click.

3. Send manual SMS notifications when needed

There may be times when you want to send SMS notifications to your customers manually. For example, a customer might contact you and ask you to resend an invoice so they don't have to dig through all their emails to find it. You do want to make it easier for them to pay you, so for those cases, you can trigger an SMS with a link to the invoice manually.

Check out our help document to get started.

Note for our Indian edition customers: In addition to the Twilio integration, Zoho Subscriptions also offers an in-built SMS service for organizations in the Indian edition. You can purchase this as an add-on to start using it. To learn more about this solution, refer to our help document.

If you have any feedback on the integration, feel free to post it as a comment. We'd love to hear from you!

Cheers,

Harikrishna

Customer Relations | Zoho Finance

• Topic Participants

• Harikrishna

• booking

• Sticky Posts

• What's New in Zoho Billing - February 2024

  Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans

• Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

  Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

• Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

  Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

• Introducing: SMS notifications via Zoho Subscriptions

  Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

• What's new this December in Zoho Subscriptions

  The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

• Recent Topics

• Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

• vendors / customers with 2 different address and gst no

  Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.

• Recurring Automated Reminders

  Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

• Fail to send Email by deluge

  Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

• Transitions do not update fields until the record moves to next stage

  We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields

• Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

  Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly

• Ability to CC on a mass email

  Ability to CC someone on a mass email.

• Get Cliq Meetings in my O365 calendar

  Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

• Custom Button to convert a Deal to a Custom Module?

  Hello Community I am in process of building out a custom CRM for my team and part of this is looking at building out a Custom Button or function of some sort where when a Deal is marked Closed Won the system will allow for a "Convert to Job" option to

• Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

• Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

  Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From

• Change eMail Template for Event-Invitations

  Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you

• Workdrive Oauth2 Token Isn't Refreshing

  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

• Migrate Your Notes from OneNote to Zoho Notebook Today

  Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

• How can I import OLM to Yandex Mail easily?

  For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing

• Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

• Is it possible to setup bin locations WITHOUT mandating batch tracking?

  Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

• Implementing Inventory Process

  I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our

• Best way to start zoho inventory with bulk openning stock

  We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

• Service Reports.

  Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one

• Blueprint enhancements - Parallel and multiple transitions, and more

  Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

• Item Bulk Edit - Allow for Reorder Level

  We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

• Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

  Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

• What's New in Zoho Inventory | August – October 2025

  Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

• Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

  We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

• Tracking Non-Inventory Items

  We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

• Price Managment

  I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

• Set Warehouse based on Vendor

  Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

• Auto tagging

  Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article

• How do I save audio files to my PC that I record into Zoho Notebook from my phone?

  I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually

• Search mails in shared mailbox

  Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

• Kaizen #186 : Client Script Support for Subforms

  Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

• Writing SQL Queries - After Comma Auto Suggesting Column

  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

• Convert invoice from zoho to xml with all details

  How to convert an Invoice to XML format with all details

• Sync your Products Module for better context.

  In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:

• Where is the desktop app for Zoho Projects???

  As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

• CRM verify details pop-up

  Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

• Does Zoho Writer have Dropdowns

  I want to add a drop down field in Zoho writer. Is this possible?

• Multiple header in the quote table???

  Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

• openUrl in blueprints

  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

• Next Page