🔧1. How to create a Twilio Account

✅ Twilio Account Setup Guide (if you already have an account, skip to step 3)

1. Sign Up for Twilio

• Go to https://www.twilio.com/

• Click on “Sign up”.

• Fill in your name, email address, and create a password.

• Confirm your email via the verification link sent to your inbox.

2. Verify Your Phone Number

• After logging in, Twilio will prompt you to verify your phone number.

• Enter a valid number and input the OTP received.

3. Create an Account

• You'll be asked to select the type of project you want to build (e.g., SMS, Voice, etc.).

• Select “Twilio” option.

• And then you have to fill up the account details and twilio plan and product needed for your project.

4. Get a Free Twilio Number

• Twilio gives you a free trial balance and a test number.

• Click on “Get phone number”.

• Note down the number for sending/receiving SMS.

5. Get Account SID and Auth Token

• Go to your Twilio Account Dashboard: https://console.twilio.com/

• Under Account Info, you’ll see:

  • Account SID – your unique project identifier.

  • Auth Token – your API secret key (click the eye icon to reveal it).

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🛡️ Notes:

• You can test sending SMS to verified numbers during the free trial.

• To send to unverified numbers (For Production), upgrade your account by adding billing information.

After all these steps are completed, you have all the Twilio credentials to add it to the Concord CRM settings.