Setup Instructions
- Install the App
- First, install the app from the Zoho Bigin marketplace or use this link.
- Sign Up for CRM Messaging
- Go to the CRM Messaging signup page and create an account.
- Connect Zoho Bigin
- After signing up, navigate to
Integrations
->Zoho Bigin Connection
in the CRM Messaging app. - Click on
Connect your Zoho Bigin org
to establish the connection.
- Sync Contacts and Contact Lists
- After connecting, click on
Sync Contact
andSync Contact List
to synchronize your data.
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- Configure Zoho Token
- Copy the Zoho Bigin token from CRM Messaging.
- In your Zoho Bigin org, go to
Extension settings
->Extension
->Configure
->Topping settings
. - Update the Zoho token with the copied token from CRM Messaging.
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Using CRM Messaging for Bigin
Sending SMS/WhatsApp to a Contact
- Go to any contact in Zoho Bigin.
- You will see a
Chats
button on the record view and detail view. - Click on the
Chats
button to open the chat window. - Send your message via SMS or WhatsApp.
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Making Calls
- On the contact’s record view, click on the
Chats
button. - You will see an option for making calls.
- Click on the call option to initiate a call with the contact.
Sending Bulk Messages
- Select the list of records on the contacts page in Zoho Bigin.
- You can initiate bulk messages (SMS or WhatsApp) to the selected list of contacts.
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Setup is now complete. Enjoy seamless communication with your contacts using CRM Messaging for Zoho Bigin!