NaijaSMSPortal for Zoho CRM | Online Help | Zoho CRM

NaijaSMSPortal for Zoho CRM

NaijaSMSPortal is an SMS provider that offers domestic (region-specific) SMS services to its users. By integrating the NaijaSMSPortal extension with Zoho CRM, you can send individual or bulk SMS messages to your leads and contacts directly from your Zoho CRM account. You can also create SMS templates in Zoho CRM that can be selected while sending SMS to users.
Note: 
  1. User should have an active NaijaSMSPortal account. If you do not have an account, click here to create one.
  2. The NaijaSMSPortal is supported only for the Nigeria numbers. The Mobile field of the lead or contact cannot be empty, and you must provide numbers from the supported region.
  3. Please note that the NaijaSMSPortal extension for Zoho CRM is available in US, EU, CN, IN, AU, CA, and JP datacenters.

Installing the extension

You can install the extension either from Zoho Marketplace or from within your Zoho CRM account.

To install from Zoho CRM
  1. Go to Setup > Marketplace > All.
    All the installed extensions will be listed. Under
    All Extensions, you can view all the extensions supported in Zoho CRM.
  2. Click All Extensions, browse for and click NaijaSMSPortal.
    Details about the extension will be available.
  3. Click Install.
  4. Agree to the terms of service and click Install.
  5. In the following screen, agree to the terms of service and click Continue to Install.

  6. In Users/Profiles, choose one of the following and click Confirm:
    1. Install for admin only - The extension will only be installed in CRM for users with administrator profile.
    2. Install for all users - The extension will be installed in CRM for all users.
    3. Choose profiles - The extension will be installed in CRM only for the selected users. Choose this option, click Continue, then select the profiles.
      The extension will be installed automatically for the specified users.

  7. In the Extension Settings popup, provide the API Key and User Name to configure your NaijaSMSPortal account with the Zoho CRM.
    If you click
    Skip in this step, you can configure later from Setup > Marketplace > All > Installed Extensions. Browse for NaijaSMSPortal extension and click Configure.

  8. Click Save.

To get the API Key:
  1. Login to your NaijaSMSPortal account.
  2. Under Profile, click on My Profile.
  3. The email displayed will be your User Name.
  4. Click on the Click here for your API key button.
  5. Under API Key, your API key will be displayed.
For more information on API key, click here.

Sending SMS messages

Using the extension, you can send SMS messages to leads or contacts individually, or to a group of leads or contacts as bulk SMS messages.

To send individual SMS
  1. Choose a lead or contact from the Leads or Contacts module, respectively.
  2. Click the Send SMS button.
    The Send SMS page will open.

  3. Your SMS balance will be displayed on top of the page.
  4. The Recipient will have the lead or contact selected.
  5. Select the required template from the Choose Template dropdown. If not listed, click Create New to create a new template.
    All the SMS templates created in Zoho CRM will be listed here.
  6. Select the required sender name from the Choose Sender Name dropdown. If no sender is available, click Create New Sender to create a new sender.
  7. Enter the Message to be sent.
  8. Click Send.

To send bulk SMS
  1. Choose the list of leads or contacts from the Leads or Contacts module, respectively.
  2. Click the Bulk SMS button.
    The Bulk SMS page will open.

  3. Your SMS balance will be displayed on top of the page.
  4. The Recipient will have the leads or contacts selected.
  5. Select the required template from the Choose Template dropdown. If not listed, click Create New to create a new template.
    All the SMS templates created will be listed here.
  6. Select the required sender name from the Choose Sender Name dropdown. If no sender is available, click Create New Sender.
  7. Enter the Message to be sent.
  8. Click Send.

View NaijaSMSPortal History

The history of all the SMS messages sent to every individual lead/contact will be listed in their related list, SMS History.

To view SMS history
  1. Choose a record from the Leads/Contacts module.
  2. The details about all the SMS messages sent to the lead or contact will be listed in the SMS History related list.

Uninstalling the extension

To uninstall the extension
  1. Navigate to Setup > Marketplace > All.
  2. All the installed extensions will be listed.
  3. Browse for NaijaSMSPortal and click the corresponding Uninstall link.
  4. Click Ok to confirm and uninstall the extension.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Aliyun SMS for Zoho CRM

                                                                                                                          Aliyun SMS is a cloud SMS services system that provides domestic SMS services to Chinese users. With the Aliyun SMS extension for Zoho CRM, you can send individual or bulk SMS directly from within Zoho CRM's Leads and Contacts modules. You can also ...
                                                                                                                        • SMS Misr for Zoho CRM

                                                                                                                          SMS messages enable direct communication with consumers, and SMS marketing is an efficient approach for the sales, marketing, and support teams to engage with consumers. SMS Misr is an SMS and mobile advertising firm offering location based services ...
                                                                                                                        • Notification SMS integration with Zoho CRM - An Overview

                                                                                                                          This feature is currently supported for companies registered in India. You can send transactional SMS from your registered sender IDs to customers in India. SMS notifications will be available for organizations throughout the world with our future ...
                                                                                                                        • Notification SMS for India

                                                                                                                          Organizations registered in India can send transactional SMS messages to their customers with Indian mobile numbers directly from Zoho CRM. Note: Enabling Notification SMS, managing its auto-recharge, buying credits, and setting preferences can only ...
                                                                                                                        • Zoho Directory integration with CRM

                                                                                                                          Integrating CRM with Zoho Directory gives the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions, and other policies. Read more about Zoho Directory here. Benefits of integrating CRM ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources