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SMS Integration with vtiger CRM 5.4.0

SMS Integration with vtiger CRM5.4.0 Go to “SMS Notifier” under More->Tools Option

Click on SMS Notifier then you will get following Window

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SMS Integration with vtiger CRM 5.4.0

Then you have Click on Settings Icon (Hammer Symbol Tool)

After Click on Settings Icon you will get the following Window

Now you have to click on “Server_Configuration” then you will get the following window

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SMS Integration with vtiger CRM 5.4.0

Now you have to click on “AddNew” Button to Configure SMS Server

After Click on AddNew Button you will get following Popup Window

Now you have to select SMS Provider under Provider options

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SMS Integration with vtiger CRM 5.4.0

After Selecting SMS Provider you will get the Extracted Popup Window with following fields

Now we need to configure this “ClickaTell” SMS Provider for that we need API_ID Login Credentials from ClickaTell Provider, for that we have to create an account in “www.clickatell.com” to get API_ID

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SMS Integration with vtiger CRM 5.4.0

After Clicking the above Link,you will get the following window

If you have the “ClickaTell” Account you can Login using “Login” option otherwise click on “Sign up today and get 10 FREE messages”

If you click on “Sign up” then you will get following Window

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SMS Integration with vtiger CRM 5.4.0

Now you have to click on “Developers Central”

After click on “Developers Central” you will get the following Window

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SMS Integration with vtiger CRM 5.4.0

Now you have to click on Country from the above listed Countries, to which Country you want Send Messages

After selecting country from the above listed countries, the required fields will be enabled to take data from the user Enter the data and click on “Create my Account�

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SMS Integration with vtiger CRM 5.4.0

After click on “Create my Account” you will get following window

Now go to your email, (which email you have used at the time of Account Creation) and Open ClickaTell Account, in that you will get Login Credentials from ClickaTell Account

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SMS Integration with vtiger CRM 5.4.0

Now you can open Clickatell Account Using Those Credentials

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SMS Integration with vtiger CRM 5.4.0

Click on login option, thren you will get the following windowand then Click on “Manage myProducts”

Then you have to click onb “HTTP/S” Connection to get an “API_ID”,now you get the following window

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SMS Integration with vtiger CRM 5.4.0

Now you will get following window with API_ID

After getting the API_ID you need to Initial purchase of Message Credits to send Messages from ClickaTell Account to selected users in vtiger CRM,otherwise you cant send Message

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SMS Integration with vtiger CRM 5.4.0

Now go to vtiger CRM at where you wantr to configure SMS Server

Enter the details in the above window

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SMS Integration with vtiger CRM 5.4.0

After enter values and select yes option then click on save button , it will show the details like below

Now you can go to either “Leads” or “Contacts” to send Messages Go to Leads->you will get the following window

Select the check boxes before the records and then select “Send SMS” like below

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SMS Integration with vtiger CRM 5.4.0

After click on “Send SMS” option you will get popup like below

Now select the Mobile or Phone to which you want to send SMS then click “Select” Button

Then you will get Message popup window like below

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SMS Integration with vtiger CRM 5.4.0

Enter the message and then Click on “Send” Button

Now you need to know “Message is send or not” for that Go to More->Tools->SMS Notifier you will get the following window

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SMS Integration with vtiger CRM 5.4.0

Click on that message and observe the status of the message

The above yellow color indicates message is going to deliver using SMS Provider

The above color indicates Failure status of sending message

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SMS Integration with vtiger CRM 5.4.0

Inputs required from client to configure SMS gateway in vtiger CRM 5.4.0 1. 2. 3. 4. 5.

Clickatell user name Password Client ID Email Phone no (dial code)

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sms integration with vtiger