To install this for your CRM, download from the top-rated listing on Zoho Marketplace: https://marketplace.zoho.com/app/crm/...

Build your SMS automations directly within the Zoho CRM workflow. This means simply building in a way that you are already familiar with, which also means coordinating with your other Zoho automations.

In this video we will review:
- How to build the SMS actions in the workflow
- Using merge tags to dynamically pull data
- Triggering a sample automation
- Continuing the conversation in the BluChat widget

Still have some questions? Register for our FREE office hours to get 1-on-1 time with a Zoho Expert: https://bluroot.ca/office-hours/

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Texting for Zoho CRM
https://bluroot.ca/blutext/

Move Data in your Zoho CRM
http://bluroot.ca/wes

Mortgage CRM
https://blumortgage.ca/

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https://bluroot.ca/zoho-partner-program/

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https://www.liorizik.com/?ref=8f4ceb (we've partnered with the best trainer in the business: Lior Izik)