SMS module for Vtiger Cloud integration
Send SMS messages using the LabsMobile platform, integrated with the Vtiger Cloud CRM application. Register, configure it and start sending SMS in seconds.
Functionalities
- Individual SMS sending to customers or companies.
- Bulk SMS sending to a marketing list.
- Automated SMS sending. Create workflows to send SMS
- Creation of custom templates
Requirements
- Create an account on the Vtiger Cloud platform. More information at vtiger.com .
- Have a LabsMobile user account. Follow the link below to create a new account: Register.
Authentication
In the integration with Vtiger Cloud, authentication is done with two parameters:
- The username of the account to be entered in the username field.
- The tokenapi to be assigned in the password field. This tokenapi can be generated from the section API Settings of your account.
Recommendation You can generate API tokens from the API Settings of the account. We recommend changing the token frequently and using different tokens for each use, connection or integration.
Installation
- To activate the sending of SMS within Vtiger Cloud, you must first access the SMS Provider Configuration option
- Select the New Configuration option
- Select the LabsMobile provider, enter its name and enable the Activate and Default Provider options. Then, enter the email of your LabsMobile account, your API token, and the sender (optional). Finally, choose the character type: GSM (default) or Unicode if you prefer.
Case studies
Single sending- Enter the Contacts option, select a contact and choose SMS
- In the form, you can enter the text or select a template for sending. Finally, click on Send.
Bulk sending- Enter the SMS Campaigns option, and create a new campaign
- Assign a name to the campaign, select a marketing list, enter the text or choose a template, and finally click on Send
- Once the campaign is sent, Vtiger Cloud will provide the status of the campaign in real time.
Automated SMS sending- Enter the Webhook option.
- Create a new flow in the New Workflow option.
- State the basic information of the flow, such as the name, the Target Module, and Trigger Workflow On. Then, in the Add Action option, create the task responsible for sending the message.
- Define the title of the action, select the phone number field as a variable, and enter the text or choose a template to send.
- Perform a test by creating a user.
- Vtiger Cloud will automatically send the message when a new contact is created in this case.
Creation of custom templates- Enter the SMS Templates option and click on Add Template.
- Enter the message text and add the variables of your preference.
