Step 1 – Connect With CRM
If you have a Salesforce or Zoho CRM account, you can begin with getting connected to your CRM. If you don’t, you can use our application or make use of SMS-Magic APIs to send out messages.
Step 2 – Install
You can install the SMS-Magic application from Zoho Marketplace if it’s not installed. Search SMS-Magic and click on the Install button.
You can install the SMS-Magic application from Salesforce in your Salesforce Org if it’s not installed. Clicking on the ‘Install Now’ button will take you to the Salesforce AppExchange.
Step 3 – Configure
Step 4 – SMS Services
On the basis of the countries you chose during the KYC, this section gives information about where you will be able to send/receive messages.