Integrate Vtiger with SMS By Connect

Appy Pie Connect allows you to automate multiple workflows between Vtiger and SMS By Connect

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About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

About SMS By Connect

SMS By Connect is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.

Want to explore Vtiger + SMS By Connect quick connects for faster integration? Here’s our list of the best Vtiger + SMS By Connect quick connects.

Explore quick connects
Connect Vtiger + SMS By Connect in easier way

It's easy to connect Vtiger + SMS By Connect without coding knowledge. Start creating your own business flow.

  • Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • Actions
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • Send SMS Message

    Send an SMS message to Selected Contacts

How Vtiger & SMS By Connect Integrations Work

  1. Step 1: Choose Vtiger as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SMS By Connect as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Vtiger to SMS By Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Vtiger and SMS By Connect

  • Vtiger? It is a software spution for small and medium businesses. It helps you in managing your business quickly and efficiently in a single platform. It is a complete CRM (Customer Relationship Management. system which includes CRM, eCommerce and cplaboration among others. SMS By Connect is the module of Vtiger which allows you to integrate the SMS functionality on your Vtiger website.
  • SMS By Connect? It is the module of Vtiger which allows you to send SMS from your Vtiger form in your website. Users can easily send message to any mobile device.
  • Integration of Vtiger and SMS By Connect

    • Set Up Vtiger on Your Website. Sign up at http://www.vtiger.com and set up your account on your website just like you would do with any other application.
    • Create a Form in Vtiger. Create a form in your Vtiger application, go to the “Forms” tab, click on “New” on the right side. You will see the fplowing form:
    • Insert an Address Block. Insert an address block which will be used to enter mobile numbers.
    • Enable the SMS By Connect Module. Go to the “SMS by Connect” module, open it and enable it according to your needs then save it by clicking on “Save” button.
    • Add the Extension in the ‘SMS by Connect’ Module. Add an extension in this module from the drop-down menu.
    • Configure Extension Details. In the ‘SMS by Connect’ section, click on “Extension Details” on the left side menu, you will see “General” tab, fill in all the details including your mobile number, name, description and URL (URL of your website.
    • Test SMS By Connect Functionality. After that, test your extension by clicking on “Test” button, you will receive a text message from your own mobile number which is linked to Vtiger, if everything works well then you will see the fplowing message:
    • Test Extension with Mobile Numbers of Your Friends. If everything works well then test it with your friends’ mobile numbers, send them a text message just like you would do with any other messaging apps like WhatsApp or Messenger.
    • Send Text Message to Own Number. When you send text messages to your own number, they will be recorded as messages sent in the Vtiger extension.
    • Delete Test Message. If you want to delete the message sent by yourself then delete it from the mobile app where you received it.
    • Share Contact Information With Customers. To share contact information with customers and make them contact you via your mobile number just create a new entry in your address book, go to the phone numbers tab and select your country then fill in all the details including your name and website URL (URL of your website. so that users can easily reach you via text messages and give you their contact information without having to call or send emails to you.
    • Share Contact Information With Customers On Contact Us Page. In order to share contact information with customers on your contact us page go to “Contact Us Page” module and enter all the details about yourself including phone number, name, website URL (URL of your website. and other details about yourself which you want to share with users so that they can easily contact you through text messages without having to call or send emails to you.
    • Delete Contact Information From Address Book. If you want to delete contact information from your address book just swipe the name of person or company whose contact information you want to delete, it will show two buttons “Edit” or “Delete” then click on “Delete” button to remove that person or company from your address book.
    • Change Extension Settings. If you want to change any settings of extension just go to “Settings” tab in “SMS by Connect” section, there are some important settings available in this section such as “General Settings”, “Message Settings”, “Inbound Settings” and more.

    The process to integrate Vtiger and SMS By Connect may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm