Zoho CRM | Setting up for Custom Modules – Sinch Engage

It's possible to set up the SMS for Zoho CRM by MessageMedia (Smooth Messenger) extension to work with custom modules. Follow the steps below to get it working:

1. Go to Setup > Developer Space > APIs > API Names and find the API name for your custom module (on the right-hand side).

e.g. For the Agreement Recipients custom module, the API name is adobeesign__Agreement_Recipients.

Important: the custom module API name must end with s. "Purchases" is ok. Purchase is not.

2. Click on the custom module and find the API name for the phone number field in that module (in the middle column).

e.g. the API name for Special Phone is Special_Phone.

3. Go to Marketplace > Installed and click on the Details button for the SMS for Zoho CRM by MessageMedia (Smooth Messenger) plugin.

4. Click the Settings button.

5. Go to advanced settings. Put the API name for the custom module in this field (note you can have multiple custom modules linked. Separate them with commas. e.g. HC82s,Drivers

6. Put the API name for the phone number field in this field.

You can have multiple API names. Separate them with commas.

7. Navigate to Setup > Developer Space > Widgets.

8. Click Create New Widget.

9. Fill out the fields:

Name: You can put whatever you like here. I recommend putting the custom module name followed by quick messenger
Widget Type: Related List
Hosting: external
Base URL: https://crm-extension.smooth.tel/latest/index.html

and then click Save.

10. Repeat step 9. Fill out the fields as follows:

Name. Whatever you like. E.g. Custom Module name followed by "Button"
Widget Type: Button
Hosting: external
Base URL: https://crm-extension.smooth.tel/latest/index.html

Click Save.

11. Go to Setup > Customization > Modules and Fields.

12. Click on your Custom Module.

13. Click on Links and Buttons.

14. Click on + New Button.

15. Fill out the details for the button.

Name: Send Bulk Smooth Message
Location: List View - Mass Action Menu
Action: Open a Widget

16. Click the Set Permissions button and choose which profiles will have access to the custom button and Save.

17. Repeat steps 15 and 16. Fill out the fields as follows:

Name: Send Smooth Message
Location: View Page
Action: Open a Widget

18. Click the Set Permissions button and choose which profiles will have access to the custom button and Save.

19. Open Setup > Customization > Modules and Fields and open the Smooth Messages module.

20. Click on Standard.

21. Add a new Lookup field. If you don't have any spare lookup fields available, you can use a single line field. Make sure the field label is set correctly.

Field Label: ${Custom Module API Name} without the final character +Name
- For example, if the module API name is Patients, the field name should be PatientName
- if the module API name is Patient, it should be PatienName (leave off the final character)
- The name must be correct otherwise it won't work correctly.
Related List Title: Smooth Messages