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Getting Started

Last Update pre 11 sati

Quick Start Guide: Setting Up myCRMSIM

Quick Start Guide: Setting Up myCRMSIM

Welcome to myCRMSIM! This guide will walk you through the initial setup.
There are two ways to get started:
Path A – Connect a Third-Party CRM Use myCRMSIM with platforms such as HighLevel, HubSpot, Salesforce, Zapier, Make, and more.
Path B – Create a Custom Workspace Use myCRMSIM without any external CRM by creating your own workspace.
Both setup paths begin by connecting your devices.

myCRMSIM Quick Start Guide: Set Up & Send Your First Message

Step 1: Add Your Devices

  1. Go to Devices from the left sidebar.
  2. Select the device type you want to connect:
    • Android (SMS)
    • iMessage
    • WhatsApp
    • RCS
  3. Click Add Device.
  4. Follow the setup instructions for your selected device.
Device Setup Guides

• myCRMSIM SMS Installation & Setup
• myCRMSIM iMessage Installation & Setup
• myCRMSIM WhatsApp Installation & Setup
• myCRMSIM RCS Installation & Setup

Path A – Connect a Third-Party CRM
Step A1: Connect Your CRM
  1. Open Integrations.
  2. Select your preferred platform.
  3. Click Connect and complete the authorization process.
Step A2: Connect Your Locations
  1. Go to Subaccount SIM.
  2. Open Connect Locations.
  3. Enable the locations you want to connect.
  4. Refresh the page.
Your connected locations will now appear in the left sidebar.
Step A3: Assign Devices
Go to Subaccount SIM → Manage SIM.
Assign your devices:
  • SMS: Select a SIM from the dropdown.
  • iMessage, WhatsApp & RCS: Click the + button under the appropriate column.
Step A4: Configure Message Routing
  1. Click the Message Routing (⚙️) icon.
  2. Configure your preferred priority order.
Example:
  • Primary – SMS
  • Fallback 1 – iMessage
  • Fallback 2 – WhatsApp
You can arrange the priority order however you prefer. If one channel fails, myCRMSIM automatically tries the next configured fallback.
Click Save.
Guide: Configure Message Routing
Path B – Create a Custom Workspace
Use this option if you are not connecting HighLevel, HubSpot, or another CRM.
Step B1: Create a Workspace
  1. Go to Manage Workspaces.
  2. Click Add New Workspace.
  3. Complete the required information:
    • Workspace Name
    • Address
    • Email
    • Phone Number
    • Time Zone
    • Webhook URL (Optional)
  4. Click Create Workspace.
Step B2: Activate Your Workspace
  1. Go to Subaccount SIM → Connect Locations.
  2. Enable your workspace.
  3. Refresh the page.
Your workspace is now ready to use.
Step B3: Assign Devices
Go to Subaccount SIM → Manage SIM.
Assign:
  • SMS device
  • iMessage device
  • WhatsApp device
  • RCS device
Step B4: Configure Message Routing
  1. Click the Message Routing icon.
  2. Arrange your preferred messaging priority.
  3. Click Save.
Guide: Custom Workspace & Webhook Integration Guide
Step 2: Start Using Your Workspace
Once your workspace is active, you can access all myCRMSIM features:
  • 👥 Contacts
  • 💬 Conversations
  • 📊 Pipelines
  • ✅ Tasks
  • 📥 Lead Capture
  • ⚡ Automations
  • 🤖 AI Dashboard
HighLevel Setup
To send messages from HighLevel using your connected myCRMSIM devices:
  1. Log in to your HighLevel sub-account.
  2. Go to Settings → Phone Numbers → Additional Settings.
  3. Under Custom Provider, select:
    • SMS, WhatsApp & iMessage Gateway
    • or iMessage Gateway (for iMessage-only users)
  4. Click Save.
Note: When sending messages from HighLevel Conversations, use SMS as the message type. myCRMSIM will automatically route the message based on your configured Message Routing settings.
Related Guides
Other Supported Integrations
HubSpot.                     HubSpot Integration Guide
Zapier                         myCRMSIM Zapier Integration Guide
Make                          myCRMSIM Make Integration Guide

Salesforce                  Salesforce Integration Guide

CustomWebhooks.     Custom Workspace & Webhook Integration Guide

 

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