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

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

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