FAQs in this section
What is the SMS Alert?
What is the SMS Alert integration in Vtiger CRM?
What are the limitations of the SMS Alert integration with Vtiger CRM?
How do I install SMS Alerts from the Extension Store?
How do I create an SMS Alert account with Gmail Id?
What do you mean by Credits?
Do I get free credits when I log in for the first time?
How do I make calls using SMS Alerts?
What are the benefits of an SMS Alert gateway?
What do you mean by Sender ID?
How do I install SMS Alerts in Vtiger CRM?
Where do I find the installed SMS Alerts app in Vtiger CRM?
How do I generate an API key and Sender ID in the SMS Alert account?
Is it both outbound and Inbound?
Can I create an SMS Alert account with Gmail Id?
Can I make calls using SMS Alert?
What are the benefits of SMS Alert?
What is the SMS Gateway Center?
How does the integration of SMS Gateway Center with Vtiger work?
What are Delivery Templates in SMS Gateway Center?
In which editions of Vtiger CRM is the SMS Gateway Center available?
What are the benefits of using SMS Gateway Center as an SMS service provider in Vtiger CRM?
How do I install SMS Gateway Center in Vtiger CRM?
How do I create an API key on SMS Gateway Center?
How do I create a Sender ID on SMS Gateway Center?
How do I create a Delivery Template in SMS Gateway Center?
How do I create an SMS API in the SMS Gateway Center?
How do I add SMS Gateway Center as an SMS service provider in Vtiger CRM?
How do I send an SMS using SMS Gateway Center in Vtiger?
How do I check the status of an SMS sent to the customer?
How do I delete an SMS record?
What is the Kaleyra?
How does the integration of Kaleyra with Vtiger work?
In which editions of Vtiger CRM is Kaleyra integration available?
What are the benefits of using Kaleyra as an SMS provider in Vtiger CRM?
How do I integrate Kaleyra with Vtiger CRM?
How do I install Kaleyra in Vtiger CRM?
How do I create an API key on Kaleyra?
How do I view the API key and Security Identifier?
How do I create a Sender ID in Kaleyra?
How do I create an SMS template in Kaleyra?
How do I add Kaleyra as an SMS provider in Vtiger CRM?
How do I send an SMS using Kaleyra as an SMS provider in Vtiger CRM?
What are the limitations of sending SMS messages in integration with Kaleyra?
What is Vitel Global?
Can I send an SMS using the Vitel Global service provider?
Can SMS integration with Vitel Global be done via VTAP?
Can I send an SMS from a fixed number?
How do I integrate SMS Gateway Center with Vtiger CRM?
Table of Contents
The integration requires you to:
- Step 1: Creating API key on SMS Gateway Center
Follow these steps to create an API key on SMS Gateway Center:
- Log in to your SMS Gateway Center account.
- Click My Account on the sidebar.
- Click API Key.
- Click the Generate tab.
- Enter the valid Captcha.
- Click Generate.
- Click Show. The API key is displayed on the screen.
Copy or note down the API. You will be adding the API key in Vtiger CRM.
- Step 2: Creating a Sender ID on SMS Gateway Center
Follow these steps to create a Sender ID on SMS Gateway Center:
- Log in to your SMS Gateway Center account.
- Click Bulk SMS on the sidebar.
- Click Sender ID. Your Sender ID will display if it already exists.
- If there is no Sender ID available
- Click +Add. Add New Sender Name window appears.
- Enter the Sender Name.
- Click Save Changes. The Sender ID will be created and sent for approval.
- If there is no Sender ID available
Once the Sender ID is approved, you will be notified, and the Sender ID will be ready to use. Ensure you copy or note the Sender ID for reference while adding SMS Gateway Center as an SMS provider in Vtiger CRM.
- Step 3: Creating a DLT Template in SMS Gateway Center
Follow these steps to create a DLT template in SMS Gateway Center:
- Log in to your SMS Gateway Center account.
- Log in to your SMS Gateway Center account.
- Click Bulk SMS on the sidebar.
- Click DLT Templates.
- Search for the required DLT template if it already exists.
Or
- Click +Add.
- Enter or select information for the following:
- Template Identifier: Enter a title for the DLT template.
- Sender ID: Select all the required Sender IDs from the drop-down.
- Message: Enter the content of the DLT template.
- Click Add Variable to add merge tags. To know more about merge tags, check out SMS Templates in Vtiger CRM.
- Template Type: Select the required type of template.
- DLT Template ID: Enter a template ID (Minimum characters are mentioned on the top).
- Click Save Changes.
Once the DLT template is approved, you will be notified, and the template will be ready to use. Ensure you copy or note the DLT Template ID for reference while adding SMS Gateway Center as an SMS provider in Vtiger CRM.
- Step 4: Creating an SMS API in SMS Gateway Center
Follow these steps to create an SMS API in the SMS Gateway Center:
- Log in to your SMS Gateway Center account.
- Click SMS API on the sidebar.
- Click Build SMS API. The Build SMS API window appears.
- Enter or select information for the following:
- Username: Enter your Username if the screen does not display the available name (by default).
- API Type: Select Send SMS Batch from the drop-down.
- Mobile: Enter the required mobile numbers separated by a comma.
- Text Message: Enter the content of the SMS message.
- Message Type: Select the type of message from the drop-down.
- Sender ID: Enter the approved Sender ID.
- DLT Entity ID: Enter your DLT Entity ID.
- You can find the DLT Entity ID in the Profile Settings under User Profile in the top right corner.
- DLT Template ID: Enter the copied DLT Template ID.
- Schedule Date Time: Check the checkbox to schedule the time to send the SMS message.
- Remove Duplicate: Check the checkbox to remove any duplicates.
- Response Output: Select the required response from the drop-down.
- Click Build API.
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