Setting Up Twilio on Your CRM

A) Connecting Your Twilio Account to Your CRM

To connect your Twilio account to your CRM, follow these steps:

Step 1

On the CRM Back Office, navigate to Twilio > Twilio Configuration.

Step 2

1. Click the "Edit" icon.

   
2. Fill in the API Key SID and Secret that you acquired from your Twilio account.

3. Click the "Save" icon.

   

B) Setting Twilio Services in Your CRM

To setup Twilio Services in your CRM, follow these steps:

Step 1

1. On the CRM Back Office, navigate to Twilio > Twilio OTP Settings.

2. Click the "Refresh" button to ensure you have the latest configuration settings from Twilio.

   

Step 2

1. Manually select the channels based on your specific settings in your Twilio account.

2. Click "Enable" to enable the Twilio service.

   

7) Setting Up Registration Form

To ensure Twilio Verify functions well, you will need to enable the "Phone" field in the registration form. For more details, please refer to this section: Client Portal - Login / Registration Settings