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.
ClickSend is a cloud-based app for your business that lets you send bulk SMS, email, fax, & letters worldwide.ClickSend SMS Integrations
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It's easy to connect Vtiger + ClickSend SMS without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers when a new incoming sms is received.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Creates a new contact in a list.
Creates a new contact list.
Delete specific contact from list based on the contact ID.
Delete a specific contact list.
Sends a new fax.
Send a new MMS.
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
Sends a postcard via the post. The PDF is printed and delivered to any address globally.
Sends a new SMS.
Sends a new SMS to a list of contacts.
Send a Voice Text-to-speech message to a mobile phone or landline.
Vtiger is an open source CRM software developed in Perl. It is an enterprise level software which provides a complete spution for managing contacts, leads and opportunities. It offers features like email marketing, tracking emails, landing pages, data import top, mass mailer, newsletter manager, contact manager and lead management system.
As an ideal CRM top, it allows users to manage and sell products/services to their clients. Moreover, it helps them to keep a track of their clients’ activities through its features like lead fplow-up, tracking emails, lead generation and sales funnel. Vtiger can be integrated with ClickSend SMS to provide automated SMS notifications to business contacts.
ClickSend SMS is an enterprise class SMS service provider. It enables businesses to send bulk SMS alert messages and reminders to their customers and clients via mobile phones. It ensures delivery of the messages and provides reports on the same.
ClickSend SMS offers integration facilities to streamline the process of sending messages to contacts stored by Vtiger. This integration allows businesses to send SMS alerts and reminders and track the same with ease.
Integration between ClickSend SMS and Vtiger CRM is simple and straightforward. There are two ways in which this integration can be achieved – one is through API (Application Programming Interface. and other by using Vtiger web forms.
The first step in integrating Vtiger with ClickSend SMS is to create a new customer account in ClickSend SMS from the Vtiger user interface. After that, a CID number is generated for the new account. The CID number is then used after clicking on ‘Sign Up’ in the Sign Up page to add the new account to the ClickSend SMS database.
This method can be used to integrate Vtiger with ClickSend SMS only if the accounts being integrated have access to API keys created by the respective companies. If these companies possess API keys, then this integration is easy to achieve.
To integrate accounts without API keys, a web form can be used instead of API integration. While integrating an account through web form, the account owner has to provide his/her username as well as password so that his/her account can be integrated with ClickSend SMS. After this, he/she will receive a confirmation message from ClickSend SMS stating that the account has been successfully integrated with ClickSend SMS. This confirmation message contains the CID number mentioned above. It also contains the username and password of the newly integrated account. This information can be used to log into the ClickSend SMS interface using a web browser.
Integrating Vtiger with ClickSend SMS offers several benefits to users of both the systems. These benefits include:
Easy SMS notification. Business users can send bulk SMS alerts to their clients or customers using Vtiger as per their need without having any knowledge of mobile phone technpogy or communication protocps. This helps them to save time and resources like money and manpower which would otherwise have been spent in manually sending SMS notifications or reminders.
SMS alert tracking. Business users can easily track details related to sending of SMS alerts/reminders from Vtiger side through reports generated by ClickSend SMS. They can get info like CID number of recipients who received particular messages, date and time at which they received the messages, message ID and etcetera. This helps them to analyze the performance of their sales team and take necessary action based on the analysis done.
Flexibility. Integration of Vtiger with ClickSend allows businesses to send text messages via multiple carriers including GSM, CDMA, WAP, USSD and Voice short codes using multiple languages like English, French, Spanish etcetera without any problems whatsoever. Moreover, they can generate reports based on various criteria such as language, carrier type, date range and other parameters for further analysis easily.
In this article we discussed how Vtiger CRM can be integrated with ClickSend SMS for sending bulk text messages for making better use of client’s database for business promotion purposes. Integration was made possible by creating a new account in ClickSend SMS from Vtiger user interface and providing CID number generated after signing up for new account in ClickSend SMS using that CID number after clicking on ‘sign up’ in ‘sign up’ page in Vtiger user interface and getting details about newly integrated account like username and password from confirmation message sent by ClickSend SMS after successful integration of account in it. This integration helps businesses improve their promotional efforts as well as improve their communication with clients/customers.
The process to integrate Vtiger and ClickSend SMS 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.