Get the Power of Twilio SMS with the CRM ConvergeHub

Twilio(SMS) – ConvergeHub Integration

Run Mobile campaigns and Automate response through Twilio SMS and send text messages using its web services

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Twilio(SMS) Features

Integrating Twilio SMS acts as the layer that sits on top of the powerful ConvergeHub CRM, making complex marketing actions controllable through simple text messages.

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SMS Campaign

With the Twilio integration, now you can have the capability to schedule more than one call by setting up call campaigns using this extremely useful tool for bulk dialing functionalities.

Automated SMS Alert

Twilio help you in sending SMS alerts for a defined workflow or automation. Even more, you can create automation where the notification will be an SMS. For example, there is an automation set for an event whereby the invitees get notified a day prior to the meeting.

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Setting up Twilio(SMS) Integration in ConvergeHub

1. Navigate to “App Store” or simply search “Twilio (SMS)” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

convergehub integration
convergehub integration

2. Click on the Twilio (SMS) App setting to set up the app

For seamless integration with “Twilio SMS” click on the Settings button, this will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3. Input the Twilio verified From number, Account SID and Auth Token for sign in and then click on “Save”

Providing the necessary authorization will get you linked with the Twilio number. To set Twilio default calling application, click on the checkbox below.

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Twilio(SMS) Integration How-To

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