SMS API CRM Integration Guide (2026) — Salesforce, HubSpot, Zoho & Custom CRMs

Integrating your SMS API with your CRM turns isolated messaging into an intelligent, automated communication layer. Every lead follow-up, deal nudge, appointment reminder, and post-sale message can be triggered automatically from CRM workflow rules — and every reply lands back in the contact timeline. This guide covers integration architecture, platform-specific setups, and DLT compliance for India.

Why CRM + SMS Integration Matters

CRM contact rates via phone and email have declined steadily. SMS cuts through:

Channel	Average Open Rate	Average Response Time
Email	15–25%	Hours–Days
Phone call	25–35% answer rate	Immediate
WhatsApp	60–70%	Minutes
SMS	95–98%	Under 3 minutes

With CRM integration, SMS messages are:

• Triggered automatically — no manual send required
• Personalised — using CRM contact fields (name, company, deal value)
• Tracked — delivery and reply status logged against the contact record
• Compliant — DLT templates enforced at the API level

Integration Architecture

CRM (Salesforce / HubSpot / Zoho / Custom)
     │
     │  Webhook or native trigger
     ▼
Middleware / SMS Plugin
     │
     │  POST /sms/send (REST API)
     ▼
Get Click Media SMS Gateway
     │
     │  Delivery receipt webhook
     ▼
Middleware → CRM Activity Log update

For inbound SMS (replies):

Recipient replies → Get Click Media virtual number
     │
     │  Inbound webhook
     ▼
Middleware → Match contact by phone → Log to CRM

HubSpot SMS Integration

Option A — HubSpot Workflow + Webhook (No-Code)

1. Go to Workflows → Create a contact-based workflow
2. Set trigger: e.g., "Contact property: Lifecycle stage = SQL"
3. Add action: Send Webhook → POST https://api.getclickmedia.com/v1/sms/send
4. Set headers: x-api-key: YOUR_KEY
5. Map body fields using HubSpot tokens:

{
  "to": "91{{ contact.phone }}",
  "message": "Hi {{ contact.firstname }}, your demo with our team is confirmed for {{ contact.meeting_date }}. — GCMDIA",
  "senderId": "GCMDIA",
  "templateId": "YOUR_DLT_TEMPLATE_ID",
  "type": "transactional"
}

Option B — Node.js Middleware

// Express webhook receiver — triggered by HubSpot
app.post("/webhooks/hubspot", express.json(), async (req, res) => {
  const contact = req.body[0]; // HubSpot sends array

  if (contact.propertyName !== "lifecyclestage") return res.sendStatus(200);
  if (contact.propertyValue !== "sqlead") return res.sendStatus(200);

  const phone = await getContactPhone(contact.objectId);

  await fetch("https://api.getclickmedia.com/v1/sms/send", {
    method: "POST",
    headers: {
      "x-api-key": process.env.GCM_API_KEY,
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      to: `91${phone}`,
      message: `Hi, you've been qualified as a priority lead. Our team will call you within 2 hours. — GCMDIA`,
      senderId: "GCMDIA",
      templateId: process.env.LEAD_QUALIFY_TEMPLATE_ID,
      type: "transactional",
    }),
  });

  res.sendStatus(200);
});

---

Salesforce SMS Integration

Salesforce requires Apex code or a Process Builder / Flow integration. Using Salesforce Flow with a custom HTTP callout:

Apex Class — SMS Callout

public class GcmSmsService {
    private static final String API_URL = 'https://api.getclickmedia.com/v1/sms/send';
    private static final String API_KEY  = Label.GCM_API_Key; // Custom Label — never hardcode

    @future(callout=true)
    public static void sendSms(String phone, String message, String templateId) {
        HttpRequest req = new HttpRequest();
        req.setEndpoint(API_URL);
        req.setMethod('POST');
        req.setHeader('Content-Type', 'application/json');
        req.setHeader('x-api-key', API_KEY);

        Map<String, String> body = new Map<String, String>{
            'to'         => '91' + phone,
            'message'    => message,
            'senderId'   => 'GCMDIA',
            'templateId' => templateId,
            'type'       => 'transactional'
        };
        req.setBody(JSON.serialize(body));

        Http http = new Http();
        HttpResponse res = http.send(req);

        if (res.getStatusCode() != 200) {
            System.debug('SMS send failed: ' + res.getBody());
        }
    }
}

Salesforce Flow Trigger

1. Create a Record-Triggered Flow on the Opportunity object
2. Set trigger: When record is updated → Stage = Closed Won
3. Add Apex Action → call GcmSmsService.sendSms with:
   • phone = {!$Record.Account.PersonMobilePhone}
   • message = Congratulations! Your deal is confirmed. Our team will onboard you within 24 hours. — GCMDIA
   • templateId = YOUR_TEMPLATE_ID

---

Zoho CRM SMS Integration

Zoho CRM supports SMS via Deluge scripts in Zoho Flow or native automation rules.

Zoho Flow — Deluge Script

// Triggered when Lead Status = "Hot"
leadPhone = zoho.crm.getRecordById("Leads", input.Id).get("Mobile");
leadName  = zoho.crm.getRecordById("Leads", input.Id).get("First_Name");

smsPayload = {
    "to": "91" + leadPhone,
    "message": "Hi " + leadName + ", thanks for your interest! Our team will call you within 30 minutes. — GCMDIA",
    "senderId": "GCMDIA",
    "templateId": zoho.cliq.getOrganizationParam("GCM_LEAD_TEMPLATE_ID"),
    "type": "transactional"
};

response = invokeurl
[
    url:     "https://api.getclickmedia.com/v1/sms/send"
    type:    POST
    parameters: smsPayload.toString()
    headers: {"Content-Type": "application/json", "x-api-key": "<YOUR_API_KEY>"}
];

info response;

---

Custom CRM / REST-to-REST Integration

For proprietary CRMs or ERPs, implement a webhook-based middleware that receives CRM events and dispatches SMS:

from flask import Flask, request, jsonify
import requests, os

app = Flask(__name__)

TEMPLATE_MAP = {
    "lead_created":    os.environ["LEAD_CREATED_TEMPLATE"],
    "demo_scheduled":  os.environ["DEMO_TEMPLATE"],
    "payment_received": os.environ["PAYMENT_TEMPLATE"],
}

@app.post("/crm-webhook")
def crm_webhook():
    data = request.json
    event   = data.get("event")
    contact = data.get("contact", {})
    phone   = contact.get("phone", "").replace("+91", "").replace(" ", "")

    if not phone or event not in TEMPLATE_MAP:
        return jsonify({"skipped": True}), 200

    messages = {
        "lead_created":    f"Hi {contact['name']}, thanks for your interest in Get Click Media. We'll be in touch shortly. — GCMDIA",
        "demo_scheduled":  f"Your demo is confirmed for {data['datetime']}. Join link: {data['meeting_url']} — GCMDIA",
        "payment_received": f"Payment of {data['amount']} received. Receipt: {data['receipt_url']} — GCMDIA",
    }

    resp = requests.post(
        "https://api.getclickmedia.com/v1/sms/send",
        headers={"x-api-key": os.environ["GCM_API_KEY"]},
        json={
            "to": f"91{phone}",
            "message": messages[event],
            "senderId": "GCMDIA",
            "templateId": TEMPLATE_MAP[event],
            "type": "transactional",
        },
        timeout=8,
    )

    return jsonify(resp.json()), resp.status_code

Logging SMS Activity Back to CRM

After sending, POST the delivery receipt back to your CRM to keep contact timelines accurate. Most CRMs expose an activity log API:

// Webhook from GCM delivery receipt → update CRM
app.post("/webhooks/sms-dlr", express.json(), async (req, res) => {
  const { messageId, to, status, deliveredAt } = req.body;

  const contactId = await lookupContactByPhone(to);

  // HubSpot example — log SMS activity
  await fetch(`https://api.hubapi.com/crm/v3/objects/notes`, {
    method: "POST",
    headers: {
      "Content-Type": "application/json",
      Authorization: `Bearer ${process.env.HUBSPOT_TOKEN}`,
    },
    body: JSON.stringify({
      properties: {
        hs_note_body: `SMS ${status}: messageId=${messageId} at ${deliveredAt}`,
        hs_timestamp: Date.now(),
      },
      associations: [
        { to: { id: contactId }, types: [{ associationCategory: "HUBSPOT_DEFINED", associationTypeId: 202 }] },
      ],
    }),
  });

  res.sendStatus(200);
});

DLT Template Management for CRM Automation

Each automated CRM message requires a separately approved DLT template. Maintain a template registry:

CRM Trigger	DLT Template Name	Route
New lead created	lead_welcome	Transactional
Demo scheduled	demo_confirmation	Transactional
Payment received	payment_receipt	Transactional
Deal won	onboarding_start	Transactional
Re-engagement	reactivation_offer	Promotional
Event reminder	event_reminder	Promotional

Register all templates before going live. Template approval takes 1–3 business days on DLT portals.

Best Practices for CRM SMS Automation

• Validate phone numbers before the API call — Indian mobile numbers must be 10 digits starting with 6–9: ^[6-9]\d{9}$
• Deduplicate recipients in bulk workflows — CRM data often contains duplicates that inflate costs
• Honour opt-outs — update CRM contact field sms_opt_out = true when a user replies STOP; filter these contacts in all workflow triggers
• Throttle outbound volume — CRM workflow bulk fires can spike to thousands of messages per minute; use the batch API and stagger sends
• Test with sandbox key before enabling live triggers in production CRM workflows

Summary

CRM SMS integration automates every customer touchpoint — from first-touch lead response to post-sale onboarding — with zero manual effort. Whether you use HubSpot workflows, Salesforce Flow, Zoho Deluge, or a custom webhook pipeline, the Get Click Media REST SMS API provides the same consistent interface. All messages are DLT-compliant, all delivery receipts flow back to your CRM, and your team gets complete communication visibility in one place.

Get your API key and start integrating or talk to our integration team.