How to install and use the Twilio Zoho CRM extension

How to install and use the Twilio Zoho CRM extension



1. Please download our extension from the marketplace link.  You should see this screen, please hit the double checkboxes and click CONTINUE:
2. Click Install for all users and CONFIRM
3. Navigate to your MODULE list and find Twilio Account Manager and click it


4. You should see this pop up where you can add the Account SID and Auth Token from Twilio console. 



5. Here is the Twilio portal where you can grab the Account SID and Auth Token from Twilio



6. Once you saved the token, you should see the below screen in your module:


7. You can start texting clicking the Twilio SMS button or the Twilio Widget on the left







Alert
FYI on number formatting:

Twilio sends the From number in E.164 format, e.g. +12063331111.
We try to match against 3 variants:
Full E.164 │ +12063331111
Strip 1 char │ 12063331111
Strip 2 chars │ 2063331111

This means it will not match phone numbers stored with dashes or spaces in CRM, such as 206-333-1111 or +1 206 333 1111

We generally recommend storing the phone numbers in CRM with the following format: 5615551212.
CRM will automatically format this visually to the following format: (561) 555-1212. This is completely okay, since this is only visual formatting, when you click to edit the Phone field, you'll see it is acutally stored as 5615551212.

Make sure you avoid saving / storing Phone / Mobile numbers with the following format: 206-333-1111, +1 206 333 1111, (206) 333-1111