Automate Predefined Messages from Your CRM with the SMS API

For sales and customer support teams in Morocco, response speed drives conversion. When a sales representative updates a lead status in CRM systems (HubSpot, Salesforce, Zoho, or custom setups), sending manual messages is slow and error-prone.

Integrating the EnvoiSMS API directly into your CRM enables instant delivery of predefined SMS templates triggered by specific agent actions. Whether confirming appointments, following up on quotes, or onboarding new clients, SMS automation provides reliable, direct communication.

• Time savings for sales teams: Agents no longer retype the same text repeatedly. A single click in the CRM sends approved company templates.
• Brand consistency: Every agent uses approved wording, correct formatting, and optimized character limits (160 GSM-7 characters per part).
• Complete audit trail: Every outbound SMS and delivery receipt is logged directly in the contact timeline.
• Direct engagement: SMS delivers high open rates in Morocco, allowing fast engagement with active leads.

### A. Lead qualification and onboarding When a new lead is assigned to a sales agent, trigger an introductory SMS with contact details.

### B. Appointment and visit confirmations (Real estate, Automotive, Clinics) When an appointment status changes to confirmed, dispatch a direct SMS with location details.

### C. Quote follow-up and renewal reminders Trigger follow-up notifications after sending business proposals or invoices.

EnvoiSMS CRM integrations use standard HTTP REST APIs and Webhooks.

1. Template setup: Message text with dynamic placeholders (e.g. {{first_name}}, {{time}}) is managed in your CRM or backend.
2. Trigger: An agent action or workflow automation initiates the outbound API request.
3. API call: The CRM sends recipient and payload data to https://api.envoisms.ma/v1/messages.

• Number normalization: Format phone numbers in international E.164 format (+212). EnvoiSMS normalizes local numbers automatically.
• Delivery receipts (DLR): Configure webhooks to log real-time delivery status (delivered, failed) directly back to the CRM contact record.
• Fallback variables: Always provide fallback defaults for missing customer fields.