Configure Kaleyra SMS Settings with Zoho CRM

After successfully logging into your Kaleyra account, you can view the Kaleyra SMS settings and configurations detail. You can view your account information, configurations (Sender IDs and Templates), and SMS Logs.

To configure Kaleyra SMS settings with Zoho CRM, perform the following steps:

  1. On the left navigation bar, click Marketplace.
  2. Click All and then click Installed.
    The Kaleyra SMS installed page appears.
  1. Click Settings.
    The Account Details information page appears.

📘

Note:

Click Submit KYC to submit the KYC-related documents. For more information, see Completing the KYC.

  1. Click Configurations to view the sender ID and templates details.
    The Configurations page appears.
  1. Perform the following options:
    • Sender ID - Displays the available sender IDs.
    • Request new sender ID - Click Request new sender ID to add a new sender ID. For more information, see Creating Sender ID.
    • Templates - Click Templates to view the available templates.
    • Request new Template - Click Request new Template to add a new template. For more information, see Creating SMS Template.
  2. Click Logs to view the logs and SMS history.
    The SMS page appears.
  1. Perform the following options:
    • Message ID - Displays SMS logs history.
    • View All Logs - Click View All Logs to view all the logs in Kaleyra.io.
  2. Click Contact Us to contact Kaleyra Support Team.
    The Contact Us page appears.
  1. Perform the following options:
    • Enter Message here - Enter your message to send an email to Kaleyra.io for any queries and click Send Message.
    • Phone - Use the phone number to contact Kaleyra Support Team.
  2. Click Disconnect Plugin to disconnect the connection between Zoho CRM and Kaleyra plugin.
    The Disconnect Plugin page appears.

📘

Notes:

  • Disconnecting your plugin can disrupt your active campaigns.
  • After disconnecting, you have the option to log back or register again with the Kaleyra account.
  1. Click Yes, Disconnect my account. The connection between Zoho CRM and Kaleyra account gets disconnected.

Did this page help you?