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Configure SMS gateways to send SMS

This feature gives you the flexibility to send text messages to your customers. You can send text messages to multiple records in one shot. In addition to manually sending out messages, you can also forward automatic notifications triggered by workflows in Vtiger CRM.
S
Shreya Kulkarni
10 Jan, 2023 - Updated 23 days ago
Table of Contents

Introduction

Vtiger CRM supports the following SMS gateways to help you send messages from within your Vtiger CRM account.

  1. Textanywhere
  2. Clickatell
  3. IndiaSMS
  4. SMS99
  5. Twilio
  6. SolutionInfini
  7. Gupshup
  8. ZoomConnect
  9. TextLocal
  10. Mvaayoo
  11. MSG91
  12. LabsMobile
  13. Kaleyra.io
  14. Other Provider - SMPP-Now, you can connect to more SMS providers like SMS country via SMPP interface in Vtiger.

Note! If your SMS provider is not listed on this page, you may still be able to connect it to Vtiger. This is possible only if your SMS provider supports SMPP interface to send SMS messages.

Installing SMS Messages

Follow few simple steps to install SMS Messages module

  1. Log into your CRM account.
  2. Click the Main Menu.
  3. Click Add-ons
  4. Locate SMS Messages.
  5. Click Install
  6. Click Yes to confirm the installation.

Configuring TextAnywhere Gateway

You are required to register and activate your Textanywhere account before you get started. To sign up, click here. After successfully filling up the registration form, you will be personally contacted by Textanywhere support member who will activate your account during the phone call. You can only expect a call during normal UK business hours. Once your account has been activated, you can proceed with the steps necessary to configure Textanywhere in your Vtiger CRM

Here’s how to configure Textanywhere gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.



a. In the Active field, click the radio-button Yes
b. Select TextAnywhere from the
Provider dropdown.
c.
User Name and Password: For security reasons, the details you enter here are different from the credentials that you use to log into your Textanywhere account. To find your User Name and Password, you will need to log into your Textanywhere account and access the Administration Panel by clicking on the Admin Panel button in the top right-hand corner of the screen.

The Client_Id and Client_Pass settings in the Admin panel can be used as User Name and Password respectively.

e. Originator
While sending out SMS, the details you fill in the Originator field will help the recipient to
recognize the sender.

Notes!

  1. Send 11 characters with the message : Your message can appear to come from your choice of 11 characters. For example, “Acme Co Ltd”. With this option, recipients cannot reply to your message. If you wish to use this option, enter your desired 11 characters in the Originator field of Vtiger.
  2. Send a mobile number with the message : Your message can appear to come from your chosen telephone number. For example “447836123456”. With this option, recipients can reply back to the given number. If you wish to use this option, enter your chosen telephone number into the Originator field of Vtiger.
  3. Have replies returned to your email : If you would like to have any replies to your sent message returned to you as emails, enter the email address into the Originator field of Vtiger. Selecting this option will send your messages from one of the TextAnywhere reply-path mobile numbers. Any replies are then received into the TextAnywhere system and automatically sent to your chosen email address.
f. Character Set
Select desired message to encode the body. The default is GSM and this will allow up to 160 characters per message. Unicode contains most of the extended characters used in ideogram writing systems such as Arabic, Chinese, Korean, Japanese and Cyrillic. When Unicode is selected, each part of a text message is limited to 70 characters.
9. After the configuration, click Save.

Notes!

  1. In GSM, messages over 160 characters will be sent and charged as multiple messages.
  2. If you need any assistance while setting up or using the TextAnywhere module, please email support@textanywhere.net or call +44 (0) 845 122 1302.

To know more about features and benefits of this integration, please check TextAnywhere + Vtiger CRM

Configuring Clickatell Gateway

To configure Clickatell gateway in your Vtiger CRM account, you’ll need to register and activate your Clickatell account. After the activation, you’ll need to contact Clickatell support team to get your unique Api_id and MO details. Once you have the details ready, you can proceed ahead to activate your Clickatell gateway in Vtiger CRM.

Notes! MO is usually set to 1

Here’s how to configure your Clickatell gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

a. In the New Configuration popup, select Clickatell from the Provider dropdown.

b. In the Active field, click the radio-button Yes

c. In the User Name field, provide your Clickatell account username

d. In the password field, provide your Clickatell account password

e. In the api_id field, provide your unique API ID. You’ll need to contact Clickatell to get the Api_id

f. In the from field, provide the mobile number you’ve provided during the Clickatell registration. Make sure you provide your country code preceding the mobile number.

g. In the mo field provides the value 1

h. In the Unicode field provide UTF8 or GSM

9. After the configuration, click Save

To know more about features and benefits of this integration, please check Clickatell + Vtiger CRM

Configuring IndiaSMS Gateway

You are required to register and activate your India SMS account before you get started. After registration, India SMS team will provide you the login details and URL by activating your account. Once you have all the details ready, you can proceed with the steps necessary to configure IndiaSMS gateway in Vtiger CRM.

Here’s how to configure your IndiaSMS gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

a. In the New Configuration popup, select IndiaSms from the Provider dropdown

b. In the Active field, click the radio-button Yes

c. In the User Name field, provide your IndiaSms account username

d. In the password field, provide your IndiaSms account password

e. In the from field, enter the Sender ID provided by IndiaSms.

f. In the character set field provides UTF8 or GSM

9. After the configuration, click Save.

Note!

  1. You can send SMS from IndiaSMS only to Indian customers.
  2. The phone number of the customer specified shouldn’t be in DND mode.

To know more about features and benefits of this integration, please check IndiaSMS + Vtiger CRM

Configuring SMS99 Gateway

Send Bulk SMS to your Indian customers using sms99, a leading provider of Bulk SMS services & Marketing SMS services in India.

Here’s how to configure your SMS99 gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

a. In the New Configuration popup, select SMS99 from the Provider dropdown

b. In the Active field, click the radio-button Yes

c. In the User Name field, provide your SMS99 account username

d. In the password field, provide your SMS99 account password

e. In the from field, enter the Sender ID provided by SMS99.

9. After the configuration, click Save.

To know more about features and benefits of this integration, please check SMS 99 + Vtiger CRM

Configuring Twilio Gateway

Faster than e-mail and less likely to get blocked, text messages are great for timely alerts and notifications.

Here’s how to configure your Twilio gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

a. In the New Configuration popup, select Twilio from the Provider dropdown

b. In the Active field, click the radio-button Yes

c. In the Account SID field, provide your Twilio API Credentials from your account.

d. In the Auth Token field, provide your Twilio Auth Token

e. In the From field, enter the Sender ID.
    From field can be set with alphanumeric value (Ex : TM-COMPANY or VM-IT123) if provider supports     
   Alphanumeric sender-id

9. After the configuration, click Save.

Configuring Solutions Infini Gateway

Engage your customers via messaging the most trusted communication means.

Here’s how to configure your Solutions Infini gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

a. In the New Configuration popup, select SolutionsInfini from the Provider dropdown

b. In the Active field, click the radio-button Yes

c. In the API Key field, provide your Solutions Infini API Credentials from your account.

d. In the Sender ID field, provide your Solutions Infini Sender ID.

e. In the Character Set field, select Auto Detect, GSM or Unicode (Other Languages)

9. After the configuration, click Save.

To know more about features and benefits of this integration, please check Solution Infini + Vtiger CRM

Configuring Gupshup Gateway

You are required to register and activate your Gupshup account before you get started. After registration, Gupshup team will provide you the login details and URL by activating your account. Once you have all the details ready, you can proceed with the steps necessary to configure Gupshup gateway in Vtiger.

Here’s how to configure your Gupshup gateway in Vtiger.

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.
  • In the New Configuration popup, select Gupshup from the Provider drop-down.
  • In the Active field, click the radio-button Yes.
  • In the User ID field, provide your Gupshup account user id.
  • In the Password field, provide your Gupshup account password.
  • Copy this Real Time Delivery URL and paste it in the Gupshup account Real-time Delivery URL field.
9. After the configuration, click Save.

NOTE!

1. Messages can be sent only if the message text matches to any approved templates in your Gupshup account.

2. Message type should be set to ‘Unicode_Text’.

To know more about features and benefits of this integration, please check GupShup + Vtiger CRM

Configuring ZoomConnect Gateway

ZoomConnect is a simple and reliable bulk SMS service provider which helps with marketing campaigns and general information communication.

Register to the ZoomConnect gateway and activate your account before you get started.

Follow below steps to configure your ZoomConnect gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

Field

Description

Provider

Select ZoomConnect from the drop-down menu.

Active

Enable Yes to activate ZoomConnect provider.

Email Address

Enter your ZoomConnect account email ID.

Token

Enter your ZoomConnect REST API token.

9. Click on the Save button.

To know more about features and benefits of this integration, please check Zoom Connect + Vtiger CRM

Configuring TextLocal Gateway

TextLocal is a bulk SMS service provider which helps with marketing campaigns and general information communication.

Register to the TextLocal gateway and activate your account before you get started.

Follow below steps to configure your TextLocal gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

Field

Description

Provider

Select TextLocal from the drop-down menu.

Active

Enable Yes to activate TextLocal provider.

API Key

Enter your TextLocal API Key.

Sender

Enter your Sender name.

Country

Enter your Country name.

Callback URL

Copy your CRM callback URL and paste in TextLocal account.

9. Click on the Save button.

Configuring Mvaayoo Gateway

Mvaayoo is a bulk SMS service provider which helps with marketing campaigns and general information communication.

Register to the Mvaayoo gateway and activate your account before you get started.

Follow below steps to configure your Mvaayoo gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

Field

Description

Provider

Select Mvaayoo from the drop-down menu.

Active

Enable Yes to activate Mvaayoo provider.

User Name

Enter your Mvaayoo User Name.

Password

Enter your Mvaayoo Password.

Sender ID

Enter your Sender ID.

Callback URL

Copy your CRM callback URL and paste in Mvaayoo account.

Configuring MSG91 Gateway

MSG91 is a bulk SMS service provider which helps with marketing campaigns and general information communication.

Register to the MSG91 gateway and activate your account before you get started.

Follow below steps to configure your MSG91 gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

Field

Description

Provider

Select MSG91 from the drop-down menu.

Active

Enable Yes to activate MSG91 provider.

Authentication ID

Enter your MSG91 Authentication ID.

Sender

Enter your Sender name.

Real-time Delivery URL

Copy your CRM callback URL and paste in MSG91 account.

Character Set

Select the desired character set.

Route Type

Select Transactional or Promotional.

9. Click on the Save button.

Configuring LabsMobile Gateway

LabsMobile is a bulk SMS service provider which helps with marketing campaigns and general information communication.

Register to the LabsMobile gateway and activate your account before you get started.

Follow below steps to configure your LabsMobile gateway in Vtiger CRM

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click SMS Messages.
  6. Click the Settings icon. The Customize pop-up opens.
  7. Click Server Configuration.
  8. Click the New Configuration tab on the top right corner of the screen. The New Configuration window opens.
Now configure the following details in the New Configuration window.

Field

Description

Provider

Select LabsMobile from the drop-down menu.

Active

Enable Yes to activate LabsMobile provider.

User Name

Enter your LabsMobile User ID.

Password

Enter your LabsMobile account password.

Sender

Enter your Sender name.

Character Set

Select the desired character set.

Sending SMS from Vtiger

After configuring your SMS gateway, you can send SMS to your Leads, Contacts, and Organizations.

To send SMS to records in the listview,

  1. Click on the desired module. Eg: Leads, Contacts, or Organizations.
  2. Select desired records to whom you’d like to send SMS. You can select records by clicking on the corresponding checkboxes preceding the records.
  3. Now click on the and select Send SMS
  4. In the ‘Send SMS to the selected numbers’ popup, select desired phone number field to send SMS, and compose message in the text space available in the step-2
  1. Once you’re done, click Send

Your message has been dispatched to multiple recipients successfully. Moreover, you can also send SMS to individual record from the detail view of that record.

To send SMS from the detail view,

  1. Click the desired module; Eg: Leads, Contacts, or Organizations
  2. Click on the desired record to send SMS
  3. In the detail view of the selected record, click dropdown in the top right
  4. Click Send SMS
  5. Select desired phone number field, compose your message and click Send to dispatch your message.
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