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Getting Started

Last Update 7 dagen geleden

Quick Start Guide: Setting Up myCRMSIM Getting Started with myCRMSIM and Database Reactivations

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 – Create a Custom Workspace
Use this option if you are not connecting HighLevel, HubSpot, or another CRM.
Step A1: 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 A2: 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 A3: Assign Devices
Go to Subaccount SIM → Manage SIM.
Assign:
  • SMS device
  • iMessage device
  • WhatsApp device
  • RCS device
Step A4: Configure Message Routing
  1. Click the Message Routing icon.
  2. Arrange your preferred messaging priority.
  3. Click Save.
Guide: Custom Workspace & Webhook Integration Guide
Path B – Connect a Third-Party CRM
Step B1: Connect Your CRM
  1. Open Integrations.
  2. Select your preferred platform.
  3. Click Connect and complete the authorization process.
Step B2: 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 B3: 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 B4: 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
HighLevel Setup
Step 2: Start Using Your Workspace
Related Guides
Once your workspace is active, you can access all myCRMSIM features:
  • 👥 Contacts
  • 💬 Conversations
  • 📊 Pipelines
  • ✅ Tasks
  • 📥 Lead Capture
  • ⚡ Automations
  • 🤖 AI Dashboard
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.

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