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.

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.

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                            Zoho Marketing Automation

                              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 SalesIQ Resources



                                                      Zoho TeamInbox Resources



                                                              Zoho DataPrep 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

                                                                                          • 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 ...
                                                                                          • Notification SMS integration with Zoho CRM

                                                                                            This feature is currently supported for companies registered in India and we are releasing it in a phased manner. You can send transactional SMS from your registered sender IDs to customers in India. SMS notifications will be available for ...
                                                                                          • Zoho CRM的TSign扩展程序

                                                                                            数字签名或电子签名,可确保消息的内容在传输过程中不会被修改,并有助于防止被冒名和篡改。数字签名还会提供诸如消息来源、状态以及签署人同意等其它信息。   Zoho CRM的TSign扩展程序,它能够帮助您将文件发送给Zoho CRM中的联系人或线索以进行数字签名。使用这个扩展程序,您可以直接从Zoho CRM得到您的文档的数字签名。   安装此扩展程序后,会创建3个自定义模块。 TSign Process: 捕获发送文件进行签名的日期和时间以及签名状态的详细信息。 TSign Documents: ...
                                                                                          • How Zoho CRM can help service providers

                                                                                            This feature is opened in a phased manner and and will soon be available for all users. Maintaining customer relationships is as important to a service-based business as it is to any other company. Service providers are very reliant on satisfied ...
                                                                                          • Introduction to Zoho CRM

                                                                                            What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
                                                                                          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