How to Send SMS for Meetings and Date Fields in Zoho CRM Using RingCentral

In this tutorial, we'll show you how to send SMS messages through Zoho CRM’s Deals, Leads, and Contacts modules based on meeting schedules and date fields. Learn how to set up a workflow triggered by the "Meeting From" field, which sends SMS notifications at the scheduled time. We’ll also demonstrate how to integrate RingCentral SMS with Zoho CRM, select the correct phone number, and use templates for sending messages. This guide covers automating meeting reminders, creating workflows, and troubleshooting common issues. Whether you're a CRM user or a developer, this video will help streamline your communication process.

At Amazing Zoho Tutorials, we specialize in making Zoho simple and effective for everyone. Whether you're new to Zoho or looking to optimize your existing setup, our step-by-step tutorials provide the guidance you need to unlock Zoho’s full potential. From improving workflows to mastering essential features, our videos are designed to empower you with the tools and knowledge to succeed.

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