SpringEdge's SMS gateway integrates with Vtiger CRM to send automated text messages based on CRM events. When a new lead is created, a deal moves to a new stage, or a task is overdue — an SMS is sent automatically to the assigned contact or sales rep.

The integration works through Vtiger's workflow engine and REST API. Configure triggers in Vtiger, and SpringEdge handles the delivery across all Indian telecom operators with DLT compliance, real-time delivery reports, and 99.99% uptime.

Workflow Triggers

Send SMS on lead creation, deal stage change, or any custom event

Contact-Level Messaging

Personalise SMS with CRM fields — name, deal value, due date

Delivery Tracking

Real-time delivery reports synced back to Vtiger records

Integration Steps

1. Get API Key

Sign up for a SpringEdge account and get your API key from the dashboard. No credit card required for the free trial.

2. Configure Vtiger

In Vtiger, go to Settings → Workflows. Create a new workflow triggered by the CRM event you want (e.g., new lead created).

3. Add HTTP Action

Add an "Invoke Custom Function" or webhook action that calls the SpringEdge SMS API with the contact's phone number and message.

4. Test & Go Live

Test the workflow with a sample lead. Verify SMS delivery in the SpringEdge dashboard, then activate the workflow for production.

Use Cases

Lead Follow-Up

Instantly SMS new leads with a welcome message and next steps when they enter your Vtiger pipeline.

Deal Notifications

Alert sales reps via SMS when a deal moves to a critical stage or when a high-value opportunity is assigned.

Task Reminders

Send SMS reminders to team members for overdue tasks, upcoming meetings, and follow-up deadlines.

Campaign SMS

Run promotional SMS campaigns to contacts and leads directly from Vtiger's marketing module.