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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:
  1. Log in to your SMS Gateway Center account.
  2. Click My Account on the sidebar.
  3. Click API Key.
  4. Click the Generate tab.
  5. Enter the valid Captcha.
  6. Click Generate.
  7. 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:
  1. Log in to your SMS Gateway Center account.
  2. Click Bulk SMS on the sidebar.
  3. Click Sender ID. Your Sender ID will display if it already exists. 
    1. If there is no Sender ID available
      1. Click +Add. Add New Sender Name window appears.
      2. Enter the Sender Name.
      3. Click Save Changes. The Sender ID will be created and sent for approval.
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:
  1. Log in to your SMS Gateway Center account.
  2. Log in to your SMS Gateway Center account.
  3. Click Bulk SMS on the sidebar.
  4. Click DLT Templates.
  5. Search for the required DLT template if it already exists.
Or
  1. Click +Add.
  2. Enter or select information for the following:
    1. Template Identifier: Enter a title for the DLT template.
    2. Sender ID: Select all the required Sender IDs from the drop-down.
    3. Message: Enter the content of the DLT template.
      1. Click Add Variable to add merge tags. To know more about merge tags, check out SMS Templates in Vtiger CRM.
    4. Template Type: Select the required type of template.
    5. DLT Template ID: Enter a template ID (Minimum characters are mentioned on the top).
    6. 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:
  1. Log in to your SMS Gateway Center account.
  2. Click SMS API on the sidebar.
  3. Click Build SMS API. The Build SMS API window appears.
  4. Enter or select information for the following:
    1. Username: Enter your Username if the screen does not display the available name (by default).
    2. API Type: Select Send SMS Batch from the drop-down.
    3. Mobile: Enter the required mobile numbers separated by a comma.
    4. Text Message: Enter the content of the SMS message.
    5. Message Type: Select the type of message from the drop-down.
    6. Sender ID: Enter the approved Sender ID.
    7. DLT Entity ID: Enter your DLT Entity ID.
      1. You can find the DLT Entity ID in the Profile Settings under User Profile in the top right corner.
    8. DLT Template ID: Enter the copied DLT Template ID.
    9. Schedule Date Time: Check the checkbox to schedule the time to send the SMS message.
    10. Remove Duplicate: Check the checkbox to remove any duplicates.
    11. Response Output: Select the required response from the drop-down.
  5. Click Build API.
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