How do I integrate Kaleyra with Vtiger CRM?

The integration requires you to:

• Step 1: Installing Kaleyra Add-on in Vtiger CRM

1. Log in to your CRM account.
2. Click the User Menu in the top right corner.
3. Click Settings.
4. Look for Extensions.
5. Click Add-ons.
6. Search for Kaleyra.
7. Click Install.

 

• Step 2: Create an API key on Kaleyra

1. Log in to your Kaleyra account.
2. Click Developers on the sidebar.
3. Click the API Keys tab.
4. Click Generate API Key. The Create API window opens.
5. Enter or select information for the following:
   1. API Name: Enter a name for the API.
   2. Whitelist IP Addresses: Enter the IP addresses to be whitelisted on Kaleyra by separating them with a comma or selecting one of the preconfigured IP configurations from the Select IP Config drop-down. (Optional)
6. Click Save.

 

• Step 3: Create a Sender ID on Kaleyra

1. Log in to your Kaleyra account.
2. Click Developers on the sidebar. API Keys page appears.
3. Hower over the required API key and click the More icon.
4. Click Edit.
5. Copy the API Key and SID. You will need this information while adding the Kaleyra SMS provider in Vtiger CRM.

 

• Step 4: Creating an SMS Template in Kaleyra

1. Log in to your Kaleyra account.
2. Click Channels on the sidebar.
3. Click Manage in the SMS section.
4. Click the Templates tab.
5. Click Add Template. The Add Template page appears.
6. You can add the template using the following options:
   1. Import: Upload templates in a .csv or .xls, or .xlsx format.
      1. Drag and drop the required file, or browse and select the file from the local drive.
      2. Click Download Sample File.
      3. Click Save.
   2. Create New: Enter or select information for the following:
      1. Title: Enter a title for the SMS template.
      2. Purpose: Select the purpose from the drop-down.
      3. Sender ID: Select the SID from the drop-down.
      4. Template ID: Enter the Template ID. 

5. Message: Enter the content of the template.
   1. To create a Media Template: 
      1. Click Attach File. 
      2. Browse and upload a media file from your local drive.
   2. To embed a shortened hyperlink as part of the SMS template: 
      1. Click Insert Link.
      2. Type the URL you want to shorten.
      3. Click Save.
6. Click Save. The SMS template is now sent for approval.

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