Integrate Zoho Inventory with Twilio

Twilio is a cloud communication platform that allows businesses to communicate via phone calls and SMS using it’s web service APIs. When you integrate Zoho Inventory with Twilio, you can send the in-app notifications to your customers via SMS.

Benefits

Prerequisites

Note: This feature is available only in certain plans of Zoho Inventory. Visit our pricing page to know more about each plan.

Connect with Twilio

To set up this integration:

Twilio is now integrated with your Zoho Inventory organization. You can view the templates for SMS notifications by clicking Configure below the integration.

You will be redirected to the SMS Notifications page, where you can configure the SMS templates and also enable or disable the SMS notifications for different notification types.

Enable or Disable SMS Notifications

All the SMS notifications will be disabled by default. You can enable the required SMS notifications and send SMS to your customers. To enable SMS notifications:

Similarly, you can slide the toggle to disable the SMS notifications that you’ve enabled.

Configure SMS Notifications

You can choose a template for the SMS notifications and also configure the message in it.

To configure the SMS templates:

Enable SMS for Primary Contacts

To enable SMS notifications for a primary contact:

The SMS Notifications will be enabled for the respective primary contact.

Enable SMS for Contact Persons

To enable SMS notifications for the contact persons:

The SMS Notifications will be enabled for the respective contact person.

Enable SMS Notifications for Customers in Bulk

You can enable SMS notifications for customers and contact persons in bulk in two ways:

All Primary Contact and Contact Persons

To enable SMS Notifications for all the customers and their contact persons:

The SMS Notifications will be enabled for all the primary contacts and their contact persons.

Specific Primary Contact and Contact Persons

To enable SMS Notifications for specific customers and their contact persons:

The SMS Notifications will be enabled for the selected primary contacts and their contact persons.

Disable SMS for Primary Contacts

To disable SMS Notification for a primary contact:

The SMS Notifications will be disabled for the respective primary contact.

Disable SMS for Contact Persons

To disable SMS Notifications for the contact persons of a primary contact:

SMS Notifications will be disabled for this contact person.

Disable Notifications in Bulk

To disable SMS Notifications for customers in bulk:

When the default recipients for customers are selected as None, the SMS notifications will not be sent to any contact persons.

Send SMS Notifications

Based on your configured SMS preferences, you will be able to send SMS notifications to your customers and their contact persons in the following cases:

Apart from sending automated SMS to your customers, you can also send manual messages to them. Here’s how:

The SMS Notification for the invoice will be sent to your customer.

View sent SMS Notifications

To view the SMS Notifications sent to your customers and their contact persons:

You can view the details of the SMS Notifications sent to your customers.

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