Seamless Native Integration - Operate directly within Zoho CRM and send SMS messages to Leads and Contacts using the dedicated Send SMS Easify button.
Bulk SMS Capability - Select multiple records from the list view and send SMS messages to multiple recipients at once.
Dynamic Placeholders - Personalize messages by inserting CRM fields such as {{First_Name}}, {{Last_Name}}, and {{Company}} directly into message content.
Real-Time Delivery Tracking - View immediate success and failure summaries within Zoho CRM after messages are sent.
Advanced Analytics - Access detailed SMS analytics, credit usage information, and recipient-level delivery logs through the Easify Console.
Navigate to Settings (Gear Icon) > Marketplace > All Extensions in Zoho CRM.
Search for "Easify".
Click Install.
Accept the terms of service.
Select the user profiles that should have access to the extension (for example, Install for all users).
Complete the installation.
Log in to the Easify Console.
Navigate to Settings > API Settings and copy your unique SMS API Token.
Navigate to Phone Numbers and copy the Easify phone number assigned to the account.
Return to Zoho CRM.
Open the Extension Settings page.
Enter the Easify phone number in the Easify From Number field.
Enter the API token in the Easify SMS API Token field.
Click Save to complete the configuration.
Navigate to the Leads or Contacts module.
Select the records to which SMS messages should be sent.
Click Send SMS Easify.
Enter the SMS content in the message composer.
Use the Insert Placeholders option to personalize the message, if required.
Click Send SMS.
After sending, view the summary of successful and failed messages on the embedded page within Zoho CRM.
For detailed insights, log in to the Easify Console.
Navigate to Analytics > SMS.
View:
Total SMS sent
Delivery rates
Recipient-specific delivery statuses
Follow the video tutorial below to learn how to configure the plugin and successfully send SMS.
