Dialpad SMS Zoho CRM texting extrension

How to install,configure and use the Dialpad SMS Texting Extension for Zoho CRM



1. Please download the extension from Zoho Marketplace



2. Select I have agreed to the Terms of Service. and I authorize Dialpad SMS Texting Extension for Zoho CRM to access and process my data as required.



3. Install for All Users



4. Select desired pay structure



5. Wait for it to complete install



6. Find the Dialpad Account Manager module in your top module list (click the ... meatballs menu if no seeing it.)



7. Click the Gear Icon



8. Set Your Datacenter First



9. Authorize Your Dialpad Account



10. Click Edit and Select Your Phone Numbers


11. Accessible by means other users can text from your phone number in CRM.  
12. Inbound sms lead creation Opt Out means if you do not want the extension to create new leads for text messages from people that are not currently in the CRM.