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Integrate your Twilio account with CRM.COM to send text messages to your contacts by following the steps below.

Sign up for Twilio

If you haven't already got a Twilio account, you can create one by navigating to their website.

Find your Twilio Credentials

Twilio automatically provides a set of credentials once you have signed-up and consists of your Account SID and Auth Token, they can both be found on your Console dashboard under Account Info.

Set up a Twilio Phone Number

To send messages using Twilio, you'll need a Twilio phone number. If you don't have one yet, you can obtain one by following the link on the Console dashboard. If you already have a phone number, you should be able to see it under Account Info on your Console dashboard.

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Configure your Twilio Integration in CRM.COM

Sign-in to the CRM.COM back-end system and navigate to Navigate to Platform > Integrations. Select the Twilio integration from the Communications section.

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Save your configuration and Enable your Twilio integration.

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Test the Integration

Configure and send a test message via CRM > Communication Plans to ensure the integration works correctly.