I already have a Twilio account, how do I integrate with Lead Sherpa?
Modified on: Mon, 31 Jul, 2023 at 5:16 PM
Kindly take the time to carefully review the instructions as follows:
If you are new to the Lead Sherpa system or have never used Twilio, proceed to setup SMS:
Once you've completed setting up your account for SMS, go to "Account Settings
" => "Manage App Integrations
" and choose: Refresh Connections -
if your connection information has not changed Update Credentials
- if you have a new account or integrating a new account
Upon entering your credentials, log in to your Twilio
account and carefully copy the right information over:
*See the images below*
Next, the system will review all of your numbers and determine which can be formed into markets. Check the box next to any area code you want to convert into a market. After choosing your market, finalize by clicking the "Submit
" button. *There are no recurring charges for adding Twilio markets*
Go to "Account Info & Settings
" and click the three dots next to each Twilio market you created to set the call forwarding number:
Continue the account setup process, if required, then create a campaign, push prospects in, and start messaging!
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