Setup guide · Zoho CRM

Set up inst8 for Zoho CRM

A native Zoho extension. Send single or bulk SMS from any contact or lead record. Full conversation history inside the record view.

Step-by-step

1
Open the Zoho Marketplace
In Zoho CRM, go to Setup → Marketplace and search for ‘Inst8 SMS’.
2
Install the extension
Accept the Terms of Service and click Install.
3
Configure user access
Choose whether the extension is available to admins only, all users, or specific profiles.
4
Authorise inst8
Sign in to your inst8 Gateway account (or create one) when prompted to authorise the connection.
5
Pick device & SIM
Select which Android device and SIM to bind to this Zoho organisation.
6
Pick the Zoho org
If you have more than one Zoho organisation, pick the one to install into.
7
Accept data permissions
Review the permissions inst8 needs (read contacts, write activity timeline) and accept.
8
Confirm install
Zoho confirms the install. You'll now see ‘Send Inst8 SMS’ and ‘Bulk Inst8 SMS’ options inside contact and lead views.

Message not sending: Check device is online. Check SIM credit. Confirm phone number includes country code.
Status not updating: Refresh the record. Check device connection. Confirm the Android app is running.
Integration disconnected: Re-authorise the inst8 connection from the Zoho Marketplace ‘Installed’ tab.

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