首页 > 解决方案 > twilio 与 ZOHO CRM 集成的问题

问题描述

创建任务时,Zoho CRM 通过 Twilio 将文本发送到线索手机号码。内容是完成任务的提醒,

我聘请了 2 名 Zoho 开发人员将 Twilio SMS 集成到 Zoho CRM。它在发送大量 SMS 时工作正常(除了它一次只能发送 50 条的事实),但是只要在线索上进行任务提醒,它就会随机向线索发送消息。https://docs.google.com/document/d/1d6LtscxTxMSwJR56pCfjdBNi1fNhZidGVT-TafIP4QE/edit?usp=sharing

我希望能够在创建任务时停止随机消息。

标签: twilio

解决方案


I think it has to do with a rule that was created.

Try to find and then remove (or delete) that "Workflow Rule" that was created in "Zoho Developer" to "Send SMS on Task" functionality.


  • Log in to Zoho Developer console and click Extensions for Zoho CRM.
  • Select the extension you'd like to modify (Twilio) and click Edit.
  • Click Automate in the left pane of the Extension Details page and click Workflow.
  • Select the Rules tab at the top of the page.
  • In the Workflow Rules page, click the Delete icon [] for the corresponding rule.

I'm not sure if you, or other developers you'll hire, need to know this but the rule was probably created following the instructions from https://www.zoho.com/developer/help/extensions/tutorials/twilio.html#link6


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