Automated Workflows with GoTo Connect SMS - Zoho CRM extension

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• How to make a GoTo Connect Bot in Zoho CRM

  Code below: extension = "gotoconnectmessagingsmstextingextension"; Lead = zoho.crm.getRecordById("Leads",LeadID); //your authorized phone number with GoTo fromPhone = "+15615551212"; //Your Record ID to the GoTo Bot 1st record id = ...

• How to install the NEW GoTo Connect SMS texting extension for Zoho CRM

  Installation steps: 1. Download the extension from the marketplace 2. Go through the steps like below: 3. Go to module: 4. Add Account 5. Edit account 6. Select number (important - if you do not select number it will not work) 7. Save. You are done.

• GoTo User Permissions

  Important: In GoTo Admin console a user has to be set to either Admin, Super Admin or a special role that includes: See video:

• How to use GoTo SMS Templates with merge fields

• ChatGPT integration into GoTo Texting SMS App with Zoho CRM