Simplii - Setting up SMS

Edited

To send SMS through your Simplii account while in the CRM you will need to do a few things on your Simplii extension first. Follow these steps.

Steps to take with Simplii

  1. On the Simplii extension in your browser find the Automations section

  2. Click on "Webhooks"

  3. Click the + icon at the bottom left corner

  4. Give your webhook a name like "MPCRM SMS" and save

  5. Copy the newly created webhook URL, you are going to need this in a sec.

Steps to take in the CRM

  1. Click your profile picture or initials at the top-right corner of the screen and click "settings"

  2. From the settings page click "VoIP Phone"

  3. From the Simplii section click "Add Webhook Url"

  4. Name the webook "Simplii SMS" and paste in the URL that we copied in the steps above. Then click "Save"