Install Ytel 

1. Go to Setup > Marketplace > All.
   
2. All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
   
3. Click All Extensions, browse through for Ytel and click it.
   The details about the extension will be available.
4. Click Install.
   
5. Log in if required and click Continue to Install.
   
6. Agree the terms and conditions and click Continue to Install.
   
7. Choose one of the following and click Confirm.
   
1. Install for admin only - The extension will be installed in CRM for only the users with the administrator profile.
   
2. Install for all users - The extension will be installed in CRM for all the users. Users need to have an Ytel account to use this feature.
   
3. Choose profiles - The extension will be installed in CRM for all the users. You need to choose this option, click Continue and then select the profile
   The extension will be installed automatically for the specified users. After installing you need to authorize using your Ytel login credentials.
8. Copy the Auth Token and the Account Sid from the Ytel Dashboard and paste them.
   The account will be authorized and the extension can be used.
   
   

Send Messages

1. Go to SMS Templates tab.
   
2. Click + to create a new template.
   
3. Give the template a name.
   
4. Specify other fields like Email address, which CRM module it belongs to, Owner, Currency and Email OptOut option.
   
5. Then type the message content in the Template Message field box.
   
   
6. Click Save.
   
   

To send messages to your CRM Leads or Contacts

1. Go to Leads or Contacts module.
   
2. Click on the record for which you want to send the message.
   You can also select multiple records and send messages to them at one go.
3. Select the number From which you want to send the message.
   
4. Click Send SMS.
   
   
5. Add Recipients to send the message if needed.
   
6. Choose Template from the drop-down list.
   
7. Edit the message, if needed.
   
8. To insert fields, select the required field and it will be inserted into the message.
   
   You can also view the history of messages in the SMS History tab.
   
   

To send messages to new Leads or Contacts through workflows

1. Click Setup > Automation > Workflow Automation > Custom Function.
   
2. In the Workflow Custom Functions page, click Configure Custom Function.
   
3. In the Configure Custom Function page, choose Write your own function option.
   
   
4. Write your required function in the Deluge Script Editor.
   You can use the following custom function script.
   
   
1. //Note: the custom function should have "record_id" parameter 
   
2. // getting record info from Leads or Contacts using the record_id
   
3. record_info = zoho.crm.getRecordById("Leads", record_id);
   
4. // getting "Mobile" field value from the record_info (you can also get "Phone" field)
   
5. mobile = record_info.get("Mobile");
   
6. if (isNull(mobile)) {
   
7. // returning since the mobile number is empty
   
8. return;
   
9. }
   
10. // trim function will remove the white spaces at the start and at the end of the mobile number.
    
11. mobile = mobile.trim();
    
12. // getting account_sid and authtoken of message360 from extension settings
    
13. account_sid = zoho.crm.getOrgVariable("message360.account_sid");
    
14. authtoken = zoho.crm.getOrgVariable("message360.authtoken");
    
15. // message360 send sms API URL
    
16. apiurl = " https://api.message360.com/api/v2/sms/sendsms.json";
    
17. // ####### CONFIGURE VARIABLES SECTION - STARTS
    
18. // configure from number with country code
    
19. fromcountrycode = "1";
    
20. from_no = "<FROM_NUMNER>";
    
21. // configure to number country code
    
22. tocountrycode = "1";
    
23. to_no = mobile; // setting variable "mobile" as to number
    
24. // enter the SMS text
    
25. sms_message = "Hi, This is test SMS from Zoho CRM.";
    
26. // ####### CONFIGURE VARIABLES SECTION - ENDS
    
27. if (!isNull(account_sid) && !isNull(authtoken)) {
    
28. // doing base64 encoding for account_sid and authtoken for authenticate message360.com
    
29. baseEncoded = zoho.encryption.base64Encode(account_sid+":"+authtoken);
    
30. baseEncoded = "Basic " + baseEncoded;
    
31. headers = map();
    
32. headers.put("Authorization", baseEncoded);
    
33. // setting all required parameters to the map for sending SMS
    
34. request_data = map();
    
35. request_data.put("fromcountrycode", fromcountrycode);
    
36. request_data.put("from", from_no);
    
37. request_data.put("tocountrycode", tocountrycode);
    
38. request_data.put("to", to_no);
    
39. request_data.put("body", sms_message);
    
40. // calling message360 api using the given parameters
    
41. resp = postUrl(apiurl, request_data, headers, false);
    
42. // you can use resp_status for failure handling
    
43. resp_status = resp.get("responseCode");
    
44. info resp_status;
    
45. }
    
5. Click Save.
   
   

1. Click Setup > Automation > Workflow Automation > Rules.
   
2. In the Workflow Rules page, click Create Rule.
   
3. In the Create New Rule tab, specify workflow rule parameters.
   
4. Select the Custom Function to be triggered, under Instant Actions.
   
5. Click Save.
   
6. You can now send SMS to your new Leads/Contacts using the Ytel integration.
   

Uninstall Ytel

1. Go to Setup > Marketplace > All.
   All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
2. Browse for message360 and click the corresponding Uninstall link.
   
   
3. Click Ok to confirm.
   The extension will be uninstalled and all the data related to Ytel will be deleted.