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How-To Guides & Support

At a Glance

A complete demonstration of installing, configuring, and using the ABR Text Marketing Assistant, including chat messaging, templates, mass texting, drip campaigns, workflows, and real-time smart notifications.

What This Video Covers

Unlock powerful text marketing without leaving Zoho CRM. Our extension integrates Twilio to let you send mass SMS, use templates, and launch automated drip campaigns with ease. This all-in-one widget streamlines your communication and boosts engagement.

 

The video walks you through installation, connecting your Twilio account, adding the correct webhook, setting up your Cliq bot, and enabling features like auto-refresh, manual SMS sending, and template merging. It also demonstrates how to send SMS from the chat widget, how incoming messages get matched to CRM records, and how to trigger SMS automatically through workflows.

The extension also shows you how drip campaigns work, how mass texting is handled, and how to properly configure everything inside the Leads, Contacts, and Deals modules.

The Common Roadblocks — And Our Solutions

Issue 1 — CRM systems only provide basic SMS tools:

Most CRM environments only offer simple send/receive abilities without a dedicated, user-friendly interface.

How Our Extension Solves It:
 A full chat screen is added to Leads, Contacts, and Deals — allowing users to read and send SMS in a clean, intuitive interface using Twilio.

Issue 2 — Incoming SMS messages don’t map correctly to CRM:

Without proper matching, inbound messages get lost or disconnected from the right records.

How Our Extension Solves It:
 Incoming SMS are received directly in Zoho CRM and automatically matched to the correct record.
 If no matching number exists, the system creates a new Lead.

Issue 3 — Teams miss replies because CRM does not notify the right user:

Users often have no idea when a customer responds.

How Our Extension Solves It:
 A smart notification system sends a Zoho Cliq notification to whoever last sent an SMS for that record.
 If no one has sent an SMS yet, the record owner is notified.

Issue 4 — Following up consistently requires too much manual work:

Teams need multi-step follow-up, but doing everything manually leads to gaps.

How Our Extension Solves It:
 Users can build drip campaigns, and create multiple drips across Leads, Contacts, and Deals.
The word STOP automatically unsubscribe recipients.

Issue 5 — Sending messages to large groups is difficult:

Many tools don’t support mass SMS or require complicated setup.

How Our Extension Solves It:
 Users can send mass SMS to filtered lists in Leads, Contacts, and Deals using predefined templates.

Issue 6 — Users want a simple way to send SMS from mobile:

CRM extensions often don’t work on mobile widgets.

How Our Extension Solves It:
 The text message widget just needs to be enabled in the backend (so reach out to us) and texts can be sent even from Zoho CRM mobile app.

Start Your Free Trial

Test the extension in your own setup and evaluate its impact on your day-to-day operations.

Extension Free Trial

Key Features:

Integrated Messaging:

Send and receive SMS directly from Leads, Contacts, and Deals using a built-in chat interface.

Send messages using custom text or pre-saved templates.

Drip Campaigns (through Workflows):

Create drip sequences without coding — perfect for automated follow-ups.

Build multiple SMS drips across different modules.

STOP keyword automatically remove contacts from sequences.

 

Smart Notification System:

Uses a single Twilio phone number.

Sends Zoho Cliq notifications to the last sender or record owner.

Creates a new lead if no matching number exists.

Mass Texting:

Send mass SMS to targeted groups using filters or views.

Choose and send templates for consistent messaging.

Mobile-Friendly Manual SMS:

Type into the “manual SMS” field and the message sends automatically upon save — even from mobile.

Webhook Support:

Incoming messages push directly into CRM.

Developers can use the webhook to send SMS externally without learning Twilio APIs.

Installation Support Key Information

While you can install this extension yourself, we highly recommend letting our solution experts do it for you — free of charge.

This ensures all workflows, webhooks, and proprietary code are configured correctly.

📩 Email: extensions@amazingbusinessresults.com
 🌐 Website: www.amazingbusinessresults.com

Guide links on this page provide full technical installation details.

Pricing

$350 USD / year — For All Users

$35 USD / month — For All Users

FAQs

  • Do I need a Twilio account?

    Yes. All SMS sending and billing is handled directly through Twilio.

  • Can I send and receive messages directly in CRM?

    Yes. Incoming and outgoing messages appear on the chat screen inside Leads, Contacts, and Deals.

  • How do drip campaigns work?

    Create multiple scheduled actions in CRM workflows. The extension handles sending and unsubscribe logic.

  • Will I get notified when a customer replies?

    Yes — through Zoho Cliq. Notifications go to the last user who texted or to the record owner.

  • Can I send mass SMS?

    Yes. Mass texting works through filters/views in Leads, Contacts, and Deals using templates.

  • Can customers unsubscribe?

    Yes — STOP keyword automatically opts them out.

  • What happens if someone texts me and they're not in CRM?

    The system automatically creates a new Lead.