SMS Integration with SugarCRM

by Dreamer Technologies

SMS add-on automation makes your business available anytime. Send SMS from SugarCRM at one click from any module. You can also create workflow SMS and get a reply back as an Inbound SMS.

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How to create SMS Email Templates

Please follow the below steps

1. Go to Menu and click on Create Email Template.

  • Select Type as SMS
  • Select SMS module name for the module you like to create a template.

WorkflowSMS.png

Add your text in Edit Plain Text box. This text will be used for sending SMS using Workflow.

Edit_Plain_Text.png

How to add Value in SMS module field.

  • Go to Admin -> Studio -> Email Templates -> Fields.
  • Click on sms_module field
  • Edit DropDown List.
  • Add your custom module name as a value. eg. I have added 3 modules.

ET1.png

ET2.png

ET3.png

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  • SugarCRM Editions
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Sugar Market
  • Compatible Versions
  • 14.2, 14.1, 14.0, 13.3, 13.2, 13.1, 13.0, 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.10, 7.9, 7.8, 7.7, 7.6, 7.5, 7.2, 7.0, 6.7, 6.6, 6.5, 6.4, 6.3, 6.2, 6.1, 6.0
Rating
Rating

  • "Simple to install & configure. Support is very responsive when I had a question. Does exactly what I needed - send & receive texts" - cbassett

    Read More Reviews

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