Use multiple twilio accounts (if you want agents to pay for their own SMS)
This setting is useful if you want individual agents or sub teams to pay for their own Twilio SMS costs.
1. Go to Settings,
2. Under the Marketplace click All.
3. Click Installed.
4. Look for the Smooth Messenger - Twilio SMS for Zoho CRM, then click the Settings.
5. Click Advanced Settings.
6. Look for Use multiple Twilio accounts (if you want agents to pay for their own SMS). Then, check the Yes, please option.
How to create Twilio From Numbers.
1. Go to Twilio From Numbers.
2. Click the Create Twilio From Numbers
3. Visit the Twilio console and copy your Twilio number, account SID and auth token.
Put in the Twilio From Number, Auth Token, and Account SID in the box below. Make sure you paste it from the Twilio console so it's definitely correct.
Click Save if done.
Related Articles
How to use custom fields with the Twilio extension
1. Go to Setup > Developer Space > APIs and click on API names 2. Click on the module you want to send messages to 3. Search for the field you want to use 4. Copy the API name 5. Go to Setup > Marketplace > Installed 6. Click on Settings under the ...Link inbound messages to all possible contacts
This setting is useful if you have multiple Leads, Contacts or Deals with the same phone number and you want the complete history to be visible in each of the records. Most of the time you'll want to keep this setting deactivated as you'd normally ...Fetch historical messages
Learn how to import old messages that were sent/received before the extension was installed. 1. Go to Settings, 2. Under the Marketplace click All. 3. Click Installed. 4. Look for the Smooth Messenger - Twilio SMS for Zoho CRM, then click ...Allow replying to SMS via email so you can reply from your smartphone
Learn more about replying to your inbound messages using your email and know how to enable or disable this option using the Twilio SMS extension settings. 1. Go to Settings, 2. Under the Marketplace click All. 3. Click Installed. 4. Look for ...Assign a Twilio From Number based on criteria
Learn how to assign the ownership of a Twilio From Number based on criteria. 1. Go to Twilio From Numbers module. 2. Select the Twilio Numbers that you want to assign criteria. 3. Look for the "Criteria For When Number Should Be Used" 4. You can set ...