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How to connect the phone numbers from Twilio in the CRM SMS Manager app

With the CRM SMS Manager app is possible to send/receive SMS by using the Twilio's Api. Users could connect the phone numbers from their Twilio accounts and send/receive SMS directly in the CRM SMS Manager app.

To connect the phone numbers:

  • Go to the Twilio Console here https://console.twilio.com/
  • Sign in.
  • Click on the Messaging menu item.
  • Click on the Services menu item.
  • Click on the button Create Messaging Service.
  • Enter the service name(any).
  • Create a Sender with Phone Number. You have to purchase the phone numbers from Twilio but you could use it even in the Trial mode.
  • After these actions, go to the CRM SMS Manager app.
  • Click on the Numbers menu item.
  • Click on the button New Number.
  • Click on the button Connect Number.
  • Enter the Account SID and Auth Token from the page https://console.twilio.com/
  • Click on Connect and select the wanted phone numbers which you want to connect.

The video below shows all process with a trial account.



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