SMS Installation & Setup

How to install and setup your myCRMSIM account

Part 1 - Integrating MyCRMSIM with Your HighLevel Account for SMS

Guide for users step-by-step in integrating their HighLevel account with MyCRMSIM for SMS messaging services.

✅ Prerequisites
  • An active MyCRMSIM account.

  • Access to your HighLevel agency or sub-account.

  • You must be logged in to the main HighLevel app (not your white-label domain).

① Step 1: Log In to MyCRMSIM Dashboard
  • Visit MyCRMSIM dashboard and log in.

  • You'll land on the main page (it may look empty if no messages exist yet).

② Step 2: Connect Your HighLevel Account
  1. Navigate to the Integrations tab.

  2. Click "Connect with Agency" or "Connect with Your Account".

    • If reconnecting, click "Reconnect" instead.

  3. You will be redirected to the HighLevel Marketplace App.

  4. Important: Ensure you're logged into app.gohighlevel.com, not just your white-label domain.

③ Step 3: Authorise and Install the App
  1. On the HighLevel Marketplace App page, click Next.

  2. If you're an agency user:

    • Select Connect Agency.

    • Choose Install under all locations.

    • Enable automatic installation for future locations.

  3. If you're on the $97 plan (3 sub-accounts):

    • Connect sub-accounts individually.

    • Repeat this integration process for each sub-account.

④ Step 4: Install Conversation Providers
  • Choose all conversation providers when prompted (recommended).

  • These include:

    • Android SMS

    • WhatsApp

    • iMessage

  • All providers are white-labeled under "My SMS Gateway App" — clients will not see MyCRMSIM branding.

⑤ Step 5: Connect Sub-Accounts
  1. Go to the SIMs section in your MyCRMSIM dashboard.

  2. Click Connect Locations.

  3. Toggle on the sub-account(s) you wish to connect.

  4. Confirm with "Yes".

  5. Your selected sub-account(s) will now appear as connected.

⚠️ Toggling a sub-account on does not change or override anything in your HighLevel account.

⑥ Step 6: Set Custom Provider in HighLevel
  1. Log into the connected sub-account in HighLevel.

  2. Go to Settings > Phone Numbers > Additional Settings.

  3. Under Custom Provider, change from "LeadConnector" or "Twilio" to:

    • SMS WhatsApp iMessage Gateway – if using Android SMS or a combination of services.

    • iMessage Gateway – if using only iMessage.

  4. Click Save.

🎉 You're Done!

You have now:

  • Integrated your agency/sub-account with MyCRMSIM.

  • Connected your desired locations.

  • Set up your custom provider.


Next Step → Set up your Android or iPhone device for sending/receiving messages.

Part 2 - Setting Up Your Android Device with MyCRMSIM SMS Gateway

To guide users in integrating their Android device with MyCRMSIM for sending and receiving SMS via HighLevel CRM.

✅ Prerequisites
  • Completed integration of MyCRMSIM with your HighLevel CRM.

  • An Android device with an active SIM card capable of sending/receiving SMS.

① Step 1: Prepare Your Device

1. Disable Play Protect

  • Open the Play Store app.

  • Tap your profile icon > Play Protect > Settings (gear icon).

  • Turn off "Scan apps with Play Protect".

2. Turn Off RCS (Chat Features)

  • Open the Messages app.

  • Tap the profile icon > Message Settings > RCS Chats.

  • Disable RCS Chat.

② Step 2: Download the Gateway App

1. Open Chrome on your device

2. Download & Install the App

  • Download the APK.

  • If prompted, allow unknown sources.

  • Decline enabling Play Protect if prompted.

  • Open the app once installed.

③ Step 3: Grant App Permissions

1. Initial Setup

  • If denied SMS access, close and reopen the app.

  • Long press the app icon > App Info.

2. Enable All Permissions

  • Tap Permissions > Allow:

    • Camera

    • Phone

    • SMS

    • Notifications

  • Turn off "Remove permissions if app is unused".

3. Always Run in Background

  • When prompted, allow the app to always run in the background.

④ Step 4: Sign In and Start Gateway

1. Launch the App

  • Select "Sign in using QR code" (do NOT type login info).

2. Permissions Prompt

  • When prompted to make this the default SMS app:

    • Tap No (unless you need MMS support).

3. Start Gateway

  • Tap the red play button to start.

  • Confirm "Yes" to begin.

⑤ Step 5: Finalise Device Settings in MyCRMSIM

1. Refresh the MyCRMSIM Dashboard

  • Go to Devices > Android Devices.

  • You will see your device listed.

2. Name Your Device

  • Use something descriptive (e.g., MyCRM SIM Demo).

  • If using dual-SIM, uncheck any SIM not meant for CRM use.

3. Save Changes

4. Assign to Sub-Account

  • Go to SIMs > Sub-Accounts.

  • Assign the device to the appropriate sub-account.

✉️ Step 6: Send a Test SMS
  1. Go to the sub-account in HighLevel.

  2. Open Contacts and send a test message.

  3. Confirm receipt on the Android device.

⚠️ Important Tips
  • Test your SIM: Ensure it can send/receive SMS before setup.

  • Turn off auto-updates: Prevent disruption by disabling auto app updates.

  • Keep app permissions active: Regularly check that permissions remain enabled.

🎉 You're Done!
Start Texting! 💬 😀

We also recommend that you install our snapshot on any subaccount to ensure that you have Stop on response DND working to stay compliant as well as utilising other features we have made for myCRMSIM to operate efficiently


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