YoroCRM integrates with Twilio, a communication platform, to enhance your customer interactions and provide better customer support.
To integrate Twilio,
- Log in to your YoroCRM account.
- Navigate to the Administration menu.
- Select the Manage Organization tab.
- Then go to Integrated Apps.
- Select Twilio and click Add Configuration.
- Provide the Name, Account ID, Secret SID, Secret Key from your Twilio account.
To retrieve your Account ID, Secret SID, and Secret Key
- Log in to your Twilio account.
- Click the Account menu in the top-right corner of the page.
- Select API Keys & Tokens.
- Click the Create API Key button on the right side of the page.
- Provide the required information such as Friendly Name, Region, and Key Type, then click Create.
- Your Secret SID and Secret Key will be generated. Copy these from your Twilio account.
- Click Done.
- On the next page, copy your Account ID from the Live Credentials section and paste it into the YoroCRM configuration page.
- Enable the features you need by toggling Voice, Audio Recording, and SMS.
- Click Test connect and Save button.
- Grant access to your team members by selecting the users and then click Save.
- After connecting your Twilio account, click the Phone icon at the bottom-left of the YoroCRM page, select the number, and click Connect.
To configure Events and messages in Twilio:
- Once Twilio is integrated into Yoroflow, click the Kebab menu (three vertical dots).
- From the dropdown, choose “Events & Messages”.
- In the popup window, select the desired events to configure, such as: “Welcome message”, “No answer”, “Call picked”, “Call end”, and “Busy”.
- For each selected event, provide the necessary message content and input URLs where applicable.
- After entering all required details, click “Update” to apply the changes.
You can now make outgoing calls, receive incoming calls, send SMS, and record voice calls.
- Log in to your YoroCRM account
- Goto Admin ⇨ Manage Organization ⇨ Integrated Apps
- Select Twilio
- Provide the Username, Account Name, Secret SID, Secret Key from your twilio account
- Enable Voice & SMS toggle
- Test & Connect Your Twilio Account with YoroCRM
Once you’ve connected your Twilio account, select the number and connect to start making outgoing calls, receive incoming call & Send SMS, recording etc.
