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:
On the CRM Back Office, navigate to Twilio > Twilio Configuration.
Fill in the API Key SID and Secret that you acquired from your Twilio account.
B) Setting Twilio Services in Your CRM
To setup Twilio Services in your CRM, follow these steps:
On the CRM Back Office, navigate to Twilio > Twilio OTP Settings.
Click the "Refresh" button to ensure you have the latest configuration settings from Twilio.
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:
