📲2. How to integrate Twilio to Concord

How to configure Twilio SMS gateway

Twilio SMS gateway configuration

This guide outlines the steps required to successfully integrate and configure the Twilio SMS Gateway with your Concord CRM installation.

Prerequisites

• A Twilio account with valid credentials (Account SID and Auth Token)

• At least one active phone number in your Twilio account

• Administrator access to your Concord CRM instance

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🔧 Step-by-Step Configuration

1. Log in to Concord CRM

   • Access your CRM using administrator credentials.

2. Navigate to Settings

   • From the left-hand sidebar menu, click on Settings.

3. Access Twilio Integration

   • On the Settings page sidebar menu, click on the Integrations section.

   • Click on Twilio to open the configuration panel.

4. Enter Twilio Credentials

   • Locate your Account SID and Auth Token from your Twilio Console.

   • Paste the credentials into the respective fields in Concord CRM.

5. Retrieve Available Numbers

   • Once valid credentials are provided, the Retrieve Numbers button will become active.

   • Click Retrieve Numbers to fetch the list of phone numbers associated with your Twilio account.

6. Select a Phone Number

   • Choose the desired phone number from the dropdown list that appears after retrieval.

7. Create a Twilio Application

   • After selecting a number, the Create Application button will be enabled.

   • Click Create Application to generate a new Twilio application with appropriate webhook configurations.

   • The application details will be automatically populated in the integration form.

8. Save Configuration

   • Review the settings and click Save to finalize the integration.

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✅ Completion

Once the above steps are completed, your Twilio SMS gateway will be fully integrated and ready for use within Concord CRM.