Clickatell is a cloud communication system that provides SMS services to its users. By integrating Clickatell with Zoho CRM you can send individual or bulk SMS to your Zoho CRM leads or contacts manually. You can also send automated text messages to your users on Lead/ Contact/ Event/ Task creation. When you install this extension you will get the following components:

• SMS Texts - A custom module that creates a record every time you send an SMS to a Contact. All necessary fields will also be installed along with this module.
• Send sms - A custom function that sends the SMS to your contacts everytime it is triggered.
• SendBulkSMS - A custom button that will trigger the Snd text sms function.

Apart from these components some custom functions that triggers the SMS action will also be installed. You can view the complete list of components in the extension details page.

Install ClickaTell extension

To install Clickatell extension

1. Go to Setup > Marketplace  > All.
   All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
2. Click All Extensions, browse through for Twilio and click it.
   The details about the extension will be available.
3. Click Continueto Install.
4. In the following screen, agree to the terms of service and click Install Now.
   
5. Choose one of the following and click Confirm.
   • Install for admin only - The extension will be installed in CRM for only the users with the administrator profile.
   • Install for all users - The extension will be installed in CRM for all the users.
   • Choose profiles - The extension will be installed in CRM for all the users. You need to choose this option, click Continue and then select the profile
     The extension will be installed automatically for the specified users.

Configure Clickatell extension

1. Once the extension is installed to your CRM account, you will be asked to configure the extension.
   If you click Skip in this step, you can later configure from Settings > Setup > Marketplace > All > Installed Extensions.
   In the ClickaTell extension details page, you can click Configure.
   
2. In the pop-up, specify the User's Message and API ket for the Clickatellaccount and clickSave.
   The API key can be obtained from your Clickatellaccount. To get the API Key, login to your Clickatell account and select the API key corresponding the SMS integration that has to be integrated with Zoho CRM. If you have not created any SMS integration, follow these steps to create one.
   • Login to Clickatell account.
   • In the Dashboards page, under Create your first SMS integration, click SMS integrations.
   • In the Details tab, fill in the necessary details and select Sandbox Environment and click Next.
   • Select the appropriate options in the resulting pages and click Finish.
   • You will be redirected to the SMS Integrations page. Copy the API Key and paste it in Zoho CRM.
     

Send SMS using ClickaTell

To send bulk SMS to your leads/contacts using ClickaTell extension

1. In your Zoho CRM account, go to the corresponding module and select all the records to whom the SMS has to be sent in the List view page.
2. Click Send Bulk SMS button.
   
3. The SMS with the text you've configured will be sent to all the selected records.
4. A new record will be created in the SMS Text module, everytime you send an SMS to individual or bulk leads or contacts.
   

Automated SMS

Apart from sending manual messages to your leads and contacts, Clickatell extension also comes with certain pre written custom functions that allows you to send automated messages in the the following recipients in the following cases:

• To the Lead/ Contact/Task owner when a new lead/ contact/ task is created and assigned to them.
• To all the participants associated with an event, when a new event is created.
• To all the user Related to an event when a new event is created.

Uninstall ClickaTell extension

You can uninstall the ClickaTell extension whenever you wish to. Remember that deleting this extension will delete all its associated data.

To uninstall ClickaTell

1. Go to Setup > Marketplace > All.
   All the installed extensions are listed.
2. Browse for ClickaTell and click the corresponding Uninstall link.
3. Click OK to confirm.
   The extension will be uninstalled.