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Integrate CRM Business Software with SMS Provider

Integrate CRM Business Software with SMS Provider

December 20, 2020

Starting from version 1.9.8 CRM will support sending SMS via SMS providers for limited actions.

To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. The SMS gateways config is really simple, in most SMS gateways you will be able to find your API keys for the SMS config in your SMS gateway dashboard.

Keep in mind that only 1 provider is allowed to be active, if you try to activate another provider, the previous ones will be automatically deactivated.

Triggers

Triggers are the actual actions when the SMS will be sent.

  1. Invoice Overdue Notice – Trigger when invoice overdue notice is sent to customer contacts either manually or via CRON Job.
  2. Invoice Payment Recorded – Trigger when invoice payment is recorded, this action trigger when customer pay invoice online or an invoice payment is recorded manually from admin area.
  3. Estimate Expiration Reminder – Trigger when expiration reminder should be sent to customer contacts, either manually or via CRON Job.
  4. Proposal Expiration Reminder – Trigger when expiration reminder should be sent to the proposal, either manually or via CRON Job.
  5. New Comment on Proposal (to a customer) – Trigger when staff member comments on proposal, SMS will be sent to proposal number (customer/lead).
  6. New Comment on Proposal (to staff) – Trigger when customer/lead comments on proposal, SMS will be sent to proposal creator and assigned staff member.
  7. Contract Expiration Reminder – Trigger when expiration reminder should be sent via Cron Job to customer contacts, because there is no option to manually send expiration reminder for contracts, this action is triggered only via CRON job.
  8. Staff Reminder – Trigger when staff is notified for a specific custom reminder.
If the trigger content is empty, then no message will be sent, the system will cast this trigger as inactive​

Testing


If you are using version 2.0.1 or newer, you can test the SMS sending directly in the SMS config area.

Notes

  • SMS integration is one way messaging, which means that your customers won’t be able to reply to the SMS, perhaps you should mention this in the SMS or leave it without this mention, in real life example nobody is replying to automated SMS.
  • If you are using Clickatell, you won’t be able to send SMS to USA numbers as sending SMS to USA numbers requires to way messaging.
  • You must keep an eye on the phone numbers, they must be E.164 format if you click on the E.164 link you will be able to see that this is an example by Twilio but this rule is applied to all SMS providers in order everything to work properly.
  • On data Eq. invoices, estimates, contracts, proposals older (from the date created) then 45 days, no SMS will be sent. This is protection added by the system in order to protect you from spamming your customers. Very often can happen if you are adjusting some settings or just testing something the system to catch this old Eq invoice via the cron job and send SMS but you didn’t actually want this.

Twilio SMS integration

Twilio SMS integration is one way messaging, means that your customers won’t be able to reply to the SMS. Phone numbers must be in format E.164. Click here to read more how phone numbers should be formatted.

Clickatell SMS integration

Clickatell SMS integration is one way messaging, means that your customers won’t be able to reply to the SMS.

MSG91 SMS integration

MSG91 SMS integration is one way messaging, means that your customers won’t be able to reply to the SMS.
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