Engage Customers in Real Time
Devtac SMS Messaging is a Zoho CRM and Zoho Desk extension that enables businesses to send automated SMS notifications and manage two-way conversations directly from customer and ticket records. Use workflow custom actions to trigger templated SMS messages automatically, while the built-in chat widget lets your team communicate with Leads, Contacts, Deals, and Tickets. By combining automation with real-time messaging, businesses can respond faster, improve customer engagement, and streamline communication—all from a single platform.
How To Install
STEP 1. Access the Plugin
Access the private installation link or find the extension in Zoho Marketplace once publicly listed.
STEP 2. Install the Extension
Install Devtac Messaging into your Zoho CRM or Zoho Desk organization. Administrator access is required.
STEP 3. Start Your Trial
STEP 4. Configure Messaging
Set up message templates, required configurations, and messaging widgets or actions within Zoho CRM or Zoho Desk.
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Learn more from our Frequently Asked Questions
Solve your queries here
What happens if a workflow is triggered multiple times?
Each trigger should generate a separate notification request, log entry, and SMS credit deduction when conditions are met.
Can different modules use different templates?
Yes. The Message Template module includes a “Module” field, indicating templates can be associated with specific CRM modules.
Can multiple workflows use the same message template?
Yes. Templates are stored independently and can be selected in multiple workflow configurations.
