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How do I configure Twilio SMS provider with LeadSquared

Leadsquared integrates with Twilio SMS provider. To send SMS’s to leads across the world, you need to add and configure SMS app in your login. Please follow the below procedure to configure & setup Twilio SMS service with your Leadsquared account.

Prerequisite

You must be an Admin User of your LeadSquared Account
You must have created an account with Twilio SMS service
You must know your Twilio phone number
You must know your AccountSid
You must know your Twilio AuthToken

Procedure

Step-1: To setup SMS app, navigate to  Apps -> Apps Market place > and select SMS Marketing App and click on Install button.
SMS app

Step- 2: On installing the app, Click on SMS app it will be redirected to SMS connector details page, hover the mouse over Settings button to configure the appp.

configure

OR, On Installing the app, you’ll spot the SMS app in Show in installed app tab to Configure the app.

config sms

Configure the SMS app in the following order:

  • Select SMS account type as Global (Twilio).
  • Specify the Twilio Phone number
  • Specify the Twilio Account Sid
  • Specify the Twilio AuthToken
  • Click on Save Settings button to complete the configuration of SMS app.

Twilio sms 5

On clicking Save Settings, you can see the confirmation message. Now, you’re set to send SMS to your leads.

To send SMS to your leads across the world, navigate to Leads -> Manage leads -> and select the desired lead record and click Send SMS option.

manage lead

Choose your SMS template and click on Send Message to send SMS to your lead.

Send sms

Once the SMS is sent you can see the log in Lead Activity History.

sms sent