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Open a Twilio Account

You can connect a Twilio account to Adviser CRM, but we cannot offer support for Twilio.

1. Open a Twilio Account at twilio.com

 

2. Buy the phone numbers you want.

 
 
Once you have purchase your phone numbers Twilio may ask you to authenticate your identity and you will need to follow their process.  This is something we cannot assist you with.
 

3. Enable Telephony in Adviser CRM from your Setup Area

 

 

4. Click Integrate in the Twilio option

 
 

5. Copy and paste your Account SID and Auth Token from Twilio to Adviser CRM.

 
 

6. Configure your extensions as required.