14

Apr

ConvergeHub + Twilio

Feature Image: 
Convergehub-twilio-integration

How many times have you come across the phone number in your CRM and had the urge to call directly from it? Or an ability to send a SMSto your Leads from the CRM? 

We all have been suffering the hassle of switching in between CRM and telecom systems to call or message a contact. If measured, hopping in between these systems has taken up to 33 percent of our time. But finally an end to this!

ConvergeHub (CRM Idol 2014 Semi-Finalist) nowallows you to make phone calls, text messages and IP voice communications from its own platform. It has integrated with none other than the world’s most preferred Twilio App that offers telephony infrastructure web service in the cloud.

Thousands of businesses are already using Twilio within ConvergeHub to save expenses spent otherwise on installing telecom systems. They are performing tasks of call and messages from the Cloud CRM platform itself. 

The benefits of doing it are as follows:

Click to Call

Effortlessly making calls in relation to sales, marketing and customer support activities

Accessing customer records from ConvergeHub during the call

Adding call details to the contacts for easy follow-up

Text Messaging

Sending messages with up to 1600 characters to local, toll-free, and short-code numbers

Configuring Twilio Account

Setup and configuration of Twiliowithin ConvergeHub happens in few easy steps:

Twilio (Click to Call) integration:

1. Go to Apps Store

  • ConvergeHub has a comprehensive apps store that allows users to shop for third-party apps.
  • App integration solution is available for – Quickbooks, DocuSign, Google Apps, GoToMeeting, Outlook and many more.

2. Read details about Twilio App

  • Click on ‘Details’ to learn the exact functionality that Twilio app integration will provide you in the Cloud CRM platform.

3. Click on Get App option to include the Twilio app

4. Click on Settings to open a pop up section. Fill in the Phone Number, Account SID and Auth Token fields there.

5. Get the Twilio Call option for all contacts (provided you have put in their phone numbers into the CRM software).

6. Click on the Call option. A pop up window will appear from where you can make the call to the respective contact.

Twilio (SMS) integration:

1. Go to Apps Store

  • ConvergeHub has a comprehensive apps store that allows users to shop for third-party apps.
  • App integration solution is available for – Quickbooks, DocuSign, Google Apps, GoToMeeting, Outlook and many more.

2. Read details about Twilio SMS App

  • Click on ‘Details’ to learn the exact functionality that TwilioSMS app integration will provide you in the Cloud CRM platform.

3. Click on Get App option to include the app

Get app action

4. Click on settings to open a pop up section. Fill in the Phone Number, Account SID and Auth Token fields there.

Click on settings

5. Get the Twilio SMS option for all contacts(provided you have put in their phone numbers into the CRM software).

6. Click on the SMS option. A pop up window will appear from where you can message to the respective contact.

Use ConvergeHub – Best Customer Relationship Management Software for Small Business

Be one of the many thousands of businesses already using ConvergeHub. Easy and effective - the best part is you do not need any expensive consultants or developers to install it. 

Signup below and start now!

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