ZendSMS integration guide

CRM hooks + REST API

Bring SMS into your Perfex CRM workflow.

Connect selected CRM events to ZendSMS for lead follow-up, appointment, invoice and service reminders.

Discuss your setup API documentation

Perfex CRMBusiness event

ZendSMS202 QUEUED

YOURBRAND

Your appointment is confirmed for tomorrow at 3:00 PM.

✓ Delivered

Integration typeCRM hooks + REST API

Security patternServer-side only

Response202 Accepted + message_id

Common workflows

What you can send from Perfex CRM.

Send useful CRM notifications without moving customer communication to another workflow.

Lead follow-up

Send a confirmation after a lead submits their details.

Appointment reminder

Reduce missed appointments with a scheduled reminder.

Invoice notice

Notify contacts about selected invoice events.

Staff alert

Route high-priority lead or support events to a team member.

Verified API pattern

From one business event to one trackable SMS.

This request uses the fields in the current ZendSMS Send SMS reference. Keep the API key in a secret store, attach a unique client_ref and save the message_id from the accepted response.

01
Define the workflow
Choose the event, recipient and message that should be sent.
02
Connect securely
Keep the API key on the server and make the request over HTTPS.
03
Map the template
Map the approved sender ID, recipient, message and client reference.
04
Test and launch
Check the result, segment count and delivery state before production.

POST /api/v1/send-sms202

Authorization: Bearer sk_your_api_key

{
    "recipient": "8801700000000",
    "sender_id": "YOURBRAND",
    "message": "Your appointment is confirmed for tomorrow at 3:00 PM.",
    "client_ref": "crm-appointment-2048"
}

success: truestatus: QUEUEDmessage_id: UUID

Read the complete Send SMS reference

Included in the workflow

Build a production-ready flow, not just a send button.

Event-driven SMS

Send only when a selected business event occurs.

Every core SMS type

Use OTP, Masking or Non-Masking SMS for the approved use case.

References you can track

Keep your own client reference and the returned message ID.

Bangla and Unicode

Send Bangla, English or Unicode content for the customer journey.

Perfex CRM FAQ

Answers to review before production.

A concise guide to security, SMS types, delivery reconciliation and testing.

Should the Perfex CRM integration call the API from a browser?

No. A secret API key must never be placed in browser code or public JavaScript. Send requests from a trusted server, backend function or protected connector.

Which SMS types can Perfex CRM send?

You can use OTP, Masking and Non-Masking SMS for an approved use case. Sender ID and template activation remain subject to KYC, documents and applicable operator or regulatory approval.

How do I reconcile delivery results?

Attach a unique client_ref to each request and store the message_id returned in the accepted response. Reconcile delivery status using the current API documentation.

What should be tested before launch?

Test event mapping, recipient format, Bangla/Unicode segments, duplicate prevention, error handling and delivery results. Complete consent and compliance review before production.

Ready to connect?

Talk to the ZendSMS team about your Perfex CRM workflow.

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