Setting Up Easify SMS:
Step 1: Install the Extension
Head over to the GHL App Marketplace.
Search for Easify SMS and install the extension.
Once installed, a new Easify SMS tab will appear in your GHL sidebar navigation.
Step 2: Configure Your Settings
Click on the Easify SMS section in your sidebar. You will need to input and configure the key pieces of information:
External API Token: Log into your Easify account and navigate to Settings → API Settings to copy your token.
Conversation From Number: Select the phone number you want your SMS messages to be sent from when using GHL conversations.
Sending SMS Through Workflow
Step 1: Add Easify SMS to Your Workflows
Navigate to GHL Automations and open or create a workflow.
Add a new action and select Easify SMS.
Type your custom message into the Message Body field and select the from number from which the SMS needs to be sent.
Set the workflow to Publish and save your changes.
Step 2: Send Bulk SMS
To send a mass message using your new setup:
Go to the Contacts section in GHL.
Select the contacts you wish to message.
Trigger the newly created automation.
💡 Result: The Easify SMS action will instantly broadcast the message to all selected contacts at once.
Sending SMS through GHL conversation
Go to the Conversations section in GHL.
Select the contact for which a conversation needs to be created.
Select the chat type as Easify.
Send SMS to GHL contacts using Easify as the conversation provider; the replies will also be reflected in the GHL conversation.
Follow the video tutorial below to learn how to configure the plugin and successfully send SMS.