Twilio Integration

How does the Integration with Twilio Work? 

 

ConvertLead > Left-Hand Menu > Companies

1. Follow the above-mentioned workflow to land on the Companies tab.

2. For a company you want to edit, click the  icon from that company‚Äôs row.

3. Doing so reveals a couple of options.

Figure 172 Three-dot Icon

 

4. From these options, click Edit.

Figure 173 Edit

 

5. This opens the Edit Company window. 

6. Enter your Twilio account SID in the Twilio SID field.

Figure 174 Twilio SID

 

7. Enter the token associated with your Twilio account in the Twilio Token field.

Figure 175 Twilio Token

 

8. Enter the mobile number associated with your Twilio account in the Twilio Mobile Number field.

Figure 176 Twilio Mobile Number

 

9. Clicking the  button integrates your Twilio account with the selected company.