Twilio SMS
Introduction
SMS remains one of the most effective ways to connect with customers, offering quick delivery and higher open rates compared to other channels. By integrating Twilio SMS with Vtiger CRM, you can manage conversations, send alerts, and automate follow-ups directly from your CRM dashboard. This article will guide you through the setup process and highlight how this integration can streamline communication while improving customer engagement.
Steps to Integrate Twilio SMS with Vtiger CRM
Step 1: Install SMS notifier
- Login to vtiger CRMÂ
- Select the main menuÂ
- Click on add-onsÂ
- Select SMS messagesÂ
- Click installÂ
Step 2: Configuring Twilio gateway
- Select the Main menu from the CRM
- Select essentials
- Select conversationÂ
- Click SMS Message
- Click the settings iconÂ
- Click server configurationÂ
- Select a new configuration.
Step 3: New configuration
Fill out the following  Â
- Provider: Select Twilio from the drop-downÂ
- Active: click YesÂ
- Account SID: copy from Twilio and pasteÂ
- Auth Token: copy from Twilio and pasteÂ
- From: copy Twilio phone number and pasteÂ
- Click saveÂ
Step 4: Verifying
- Log into CRMÂ
- Select Contact moduleÂ
- Hoover a contact’s recordÂ
- Select message iconÂ
- Compose messageÂ
- Click sendÂ
Now you have successfully Twilio gateway to send SMS
