Best CRM for Twilio

How does it work?

First, you need to create a new Twilio account (in case you don't have one already). Go to twilio.com and click the Sign up button at the top right corner. Complete the form, sign up with your email, specify your phone number and enter the verification code that has been sent to your number.

You will be redirected to the Twilio console, where you can get a new Twilio phone number. By clicking “Get a Trial Number”, you will see your new Twilio phone number in a pop-up window. In Settings, go to Geo Permissions and select locations you're going to send text messages to. Navigate to the Twilio Console Dashboard and copy your ACCOUNT SID and AUTH TOKEN.

To configure Bitrix24 and Twilio integration inside Bitrix24, go to Sales Center, choose SMS Provider, select the unit Twilio.com, enter your ACCOUNT SID and AUTH TOKEN of your Twilio account in the appropriate fields and click Connect.

Once Twilio is connected to your Bitrix24, you can start sending SMS messages from your Bitrix24 CRM. To send messages from Bitrix24, open a CRM element (lead, deal, contact or company), go to the SMS section, enter the message text and click Send.

Please note that if you use the Twilio demo version, you can send text messages to verified numbers only. If you want to send messages to any number, you will need to upgrade your Twilio account.

In case you have several Twilio numbers connected to Bitrix24 CRM, you will be able to choose the number from which SMS will be sent.

Alongside Twilio Bitrix24 works with many popular telephony systems, like Asterisk, 3CX, Zadarma, Free PBX, RingCentral, Plivo, Zoiper and others.

Ready to get started? Create a free account now and see what Bitrix24 Twilio CRM integration can do for your business.