Zoho CRM | How to install the Sinch SMS for Zoho CRM app

You can install the Sinch SMS for Zoho CRM app from the Zoho Marketplace.

Before starting the installation, you'll need to create a HMAC API Key and secret for your Sinch Engage account.

• If you have an existing Sinch Engage account: Creating new API credentials

• If you don't have an existing Sinch Engage account: Zoho CRM | Set up and connect a new Sinch Engage account to Zoho CRM

Zoho Marketplace

To find and install the Sinch SMS for Zoho CRM app from the Zoho Marketplace:

1. Search for "Sinch SMS for Zoho CRM".

2. Select the Sinch SMS for Zoho CRM app from the list.

   

3. Click the Install button.

   

4. Review and agree to the Sinch SMS for Zoho CRM and Zoho Marketplace Terms & Conditions. Click the Install button to continue.

   

5. Confirm your login, agree to the Terms of Service and authorise Sinch SMS for Zoho to access and process your data as required. Click the Continue to install button to proceed.

   

6. Select the Install for all users option and click Confirm. You can change the permissions later if you only want specific users to be able to access the app.

   

7. Wait for the installation to complete.

   

8. Select the option to indicate if you already have a Sinch account as well as your Sinch region to make sure your Zoho configuration will be setup correctly. If you are using Sinch Engage ensure to select EU/US Click Next.

   

9. Follow the steps prompted by our setup bot.

   

10. When connecting to your Sinch account during the setup process, you'll be asked and prompted to enter your HMAC API key and Secret Auth from your Engage account.

    

11. Follow the rest of the steps prompted by our setup bot.
12. Once the setup bot process has finished, click Start Sending SMS to complete the setup and navigate to the Sinch SMS for Zoho settings.

Sinch Engage - Integrations page

If you have an existing Sinch Engage account, to install the Zoho CRM App: 

1. Log in to the Sinch Engage platform.
2. From the left-side navigation bar, click on Extensions and then Integrations.
3. Locate the Zoho CRM integration tile and click Connect.

4. Click the Install button.

   

5. Follow the process to install in Zoho Marketplace.

Sinch Engage Integrations Marketplace

To find and install the Zoho CRM integration from the Sinch Engage Integrations Marketplace:

1. Search for "Zoho".
2. Select the Zoho app from the list.
3. You'll be taken to the Zoho page where you can click Get access or Book a demo.

Accessing Sinch SMS in Zoho CRM

Once you have successfully installed Sinch SMS for Zoho CRM, it will appear in the module section in the left-side navigation bar. If you're using the classic layout, you may need to click on the three dots to open the menu extension in order to see the Sinch SMS tabs.