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- CRM Integrations
- Payment Gateways
- Time Tracker
- Connecting with PayWay
- VOIPLine
- Setting Up Emails
- Google Maps
- Novum Networks
- WooCommerce integration
- WooCommerce integration settings
- Customer Portal for customers
- Customer Portal
- Connecting with BurstSMS
- Connecting Stripe
- Troubleshooting the Outlook Add-In
- Syncing Your Outlook Emails, Calendar & Contacts
- Installing Inbox Insights
- Connecting with WooCommerce
- Connecting with Mailchimp
- Connecting with Machship
- Connecting with Ezidebit
- Connecting with eWay
- Connecting with Campaign Monitor
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Reporting
- Training
- Workflow Management
- Quoting & Selling
Connecting with BurstSMS
Setting up your Burst SMS integration will allow you to send SMS messages from within the CRM. Burst SMS has a 98% open rate and is great for marketing and communication with customers and clients.
Set up an account with Burst SMS
CRM customers get a preferential rate signing up with Burst SMS.
- You can sign up at this link: https://tallemu.transmitsms.com/register
- You can login to manage your account here: https://tallemu.transmitsms.com/
Get your API details from Burst
- When you login to Burst SMS, go to Settings and scroll down to API Settings.
- Type a small amount of text in the API Secret and write it down, you’ll need this for the next step. Make sure you follow the prompts to update your profile details, so they save successfully.
- If you have issues with this step, please contact Burst SMS.
Gathering Burst SMS details for the integration
Set up your Burst integration in CRM
- In CRM, navigate to Admin > Integrations > SMS and then click on Activate next to Burst SMS.
- Using the details obtained from Burst SMS in the first step to fill out the required fields in the CRM, then click on Test.
- A message will then display to show that the test has been successful. You can then click on Finish.
Adding mobile numbers
You can add mobile numbers two ways:
- Automatically – once you have entered your API details, click the Get Numbers button to import your existing numbers from Burst SMS.
- You can then select a number from the list that has populated in the Send From Number field – this will be your default sending number.
- Manually – you can add numbers to your system from Admin > Phone Numbers – these numbers will now appear on the list in the Send From Number field.
Before you send an SMS, you can choose the sender i.e. a number other than your default number.
You have the choice to enter a real mobile number (in which case any replies will go directly to that number) OR to write characters (e.g. “Company Name”) which will appear as the sender when a recipient receives the SMS. If you choose this option, recipients will not be able to reply to messages you send.
See also: