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    Home  >   FAQs   >  How do I integrate Kaleyra with Vtiger CRM?
    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 integrate SMS Gateway Center with 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 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?

    How do I integrate Kaleyra with Vtiger CRM?

    Table of Contents
    The integration requires you to:
    • Step 1: Installing Kaleyra Add-on in Vtiger CRM
    Follow these steps to install the Kaleyra add-on from the Vtiger Extension store:
    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.
    After the successful Installation, you can find the Kalelra SMS provider under SMS Provider configuration on the Settings page.
     
    • Step 2: Create an API key on Kaleyra
    Follow these steps to create an API key in your Kaleya account:
    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
    Follow these steps to view the API key and Security Identifier (SID) 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
    Follow these steps to create 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. 
    Note: This is the template ID from the DLT Platform. This field is mandatory only for businesses based in India.
    1. 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.
    2. Click Save. The SMS template is now sent for approval.
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