Twilio – ConvergeHub Integration Check

Twilio Features

Receive calls in just one single click from within ConvergeHub CRM dashboard with Twilio integration. You do not have to switch back and forth between your CRM platform’s dashboard and an external telephone to contact your leads and opportunities.

Quick call from the listing page

Call up your leads and contacts now, by clicking on the “phone” icon on the listing page of ConvergeHub CRM.

Call History

In your ConvergeHub CRM leads sub-panel, you can easily view the timeline of all your call history for an easy reference and analysis of your calls. You can even find the duration of the call along with call status.

Setting up Twilio Integration in ConvergeHub

1. Navigate to “App Store” or simply search Twilio 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.

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

For seamless integration with Twilio 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 (*Enable) 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.