How to integrate Twilio for SMS and Dialer
ZipperAgent utilizes Twilio as a third-party integration, enabling users to send SMS texts and make calls to contacts directly from the CRM.
To take advantage of these features you must first add the Twilio number into your Account. Step 1: First add the cell phone number on “Profile” section under “Settings.”
Step 2: To add a “Twilio” number, click on that “Add Twilio Phone” button
Step 3: Select the area code and click on “Next”
Step 4: Select the “Twilio” number from the dropdown menu & click on Save.
Step 5: “Twilio” number is added to the account.