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The Zoho CRM plugin adds OneXtel SMS to your Lead, Contact, and Account modules. Sales users send manually from a record, or you trigger sends automatically from workflow rules. Every send is logged to an SMS Report module for tracking and audit.

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Scope

Manual sends

Send from the Lead, Contact, or Account module with a button on the navigation bar.

Workflow automation

Trigger SMS from Zoho workflow rules on record actions.

Template management

Register DLT-approved templates in a dedicated SMS Template module.

Reporting

Every send is logged to the SMS Report module.

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Setup

1

Install the app

Download and install the OneXtel application from the Zoho Marketplace. A callback URL is generated on install — send it to the OneXtel team so delivery reports can be routed back to your CRM.
2

Configure your OneXtel account

Find OneXtel Account in the top navigation bar — if it is not visible, click the three-dot overflow menu. Click Create OneXtel Account and fill in:Click Save.
3

Add your templates

Go to the SMS Template module and create a template with a name, the OneXtel template ID, and the body text. Use the approved values from your OneXtel account rather than retyping the content.
Templates must be registered and approved on the DLT platform and present in your OneXtel account before you add them to Zoho CRM. See DLT registration for context on the approval process.

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Sending SMS

Open a Lead, Contact, or Account record and click Send OneXtel SMS on the navigation bar. Fill in the phone number, account, sender ID, and template — plus any template variables — then click Send.

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Reporting

Every SMS sent through the plugin creates an entry in the SMS Report module, giving you a per-message record for tracking and auditing.

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Requirements

  • A Zoho CRM account with permission to install from the Zoho Marketplace.
  • A OneXtel account with SMS enabled, plus your Sender ID, API key, and Entity ID.
  • DLT-approved templates registered in OneXtel.

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Limitations

  • SMS only. WhatsApp and RCS are in development — see Coming soon.
  • Zoho CRM API limits apply. High-volume sends are subject to your Zoho plan’s API call limits, which are enforced by Zoho before requests reach OneXtel. See Zoho’s API limits documentation.
  • Templates are entered manually. There is no automatic sync from OneXtel, so a template edited in OneXtel must be updated in Zoho CRM too.