Twilio is a developer platform for communications- it is used to add capabilities like voice, video, and messaging to different applications. Vtiger Twilio SMS integration opens up a new channel for CRM users to reach out to the customers.
Twilio SMS for Vtiger can be used for-
- Sending and receiving SMS as and when required.
- Making SMS Templates like birthday wishes, anniversary wishes, festival greetings etc.
- Making Workflows to trigger SMS upon various actions like when a Tickets status is changed, Payment reminders, important notifications to users etc.
How to configure Twilio SMS for Vtiger?
Log on to https://www.twilio.com/console, copy and paste Account SID and Auth Token from Account Summary.
Go to Settings, then Other Settings go to Twilio SMS. As shown below Enter your Twilio Auth Token and Twilio Auth SID.
Twilio SMS Settings
Under Twilio Mapping Enter Twilio Number and User. Save it.
How to Send SMS from Vtiger using Twilio?
For sending the SMS, Go to Contacts, select the Contacts you want to send SMS to. Choose Send SMS from the More drop down.
Send Twilio SMS
Example- Once a ticket is closed, the CRM user can send SMS notification to the customer and the customer can reply to the user for any queries that he has.
How to create template for Twilio SMS integration
One can create SMS template just like Email templates by simply selecting the fields from your module, that you can use to send on occasions like Birthday, Marriage anniversary, Ticket updates etc. to your customers. Under Tools go to SMS Template and define your template.
Create SMS Template
One can easily select an SMS template from the list while composing the SMS.
If you need help in configure Twilio SMS integration for sending SMS, contact us and we will provide you the best solutions and services.