Home  >   FAQs   >  How do I send an SMS using Kaleyra as an SMS provider in Vtiger CRM?
FAQs in this section

How do I send an SMS using Kaleyra as an SMS provider in Vtiger CRM?

Table of Contents
Before you send an SMS using Kaleyra, create an SMS template using the same Template ID and SMS content of the SMS template created in Kaleyra. To know more about creating an SMS template, click here.
You can send an SMS using Kaleyra from the Contact, Leads, Workflows, Process Designer, and other modules that support the SMS messages feature. In this case, let us see how to send an SMS to a contact using Kaleyra.
Follow these steps to send an SMS using Kaleyra:
  1. Log in to your CRM account.
  2. Click The Main Menu.
  3. Click Essentials.
  4. Click Contacts.
  5. Hower over the required contact in the List View and click the SMS icon. Send SMS window appears.
  6. Enter or select information for the following:
    1. Select Phone Number: Select a phone number from the drop-down.
Note: Please ensure the phone number is in international E.164 format 
  1. Select SMS Gateway: Select Kaleyra from the drop-down.
  2. Message: Select the SMS Template created in Kaleyra from the drop-down. 
  3. Click Send.
You have successfully sent an SMS using the Kaleyra SMS provider from Vtiger CRM.
Note: Only approved SMS templates by Kaleyra can be used in SMS messages. The template will be rejected at the service end if it is not approved.

Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.