Connecting Twilio for texts

You need a Twilio account and a phone number that is registered for business texting (Twilio calls this A2P 10DLC; registration can take a few days).

1. In your CRM, open Texts and choose Twilio.
2. In the Twilio Console, the Account Info box on the home page shows your Account SID and Auth Token. Copy each into your CRM.
3. Under Your Twilio number, type the number you bought in Twilio (or a Messaging Service SID starting MG).
4. Press Save.

So replies reach your CRM

1. Copy the reply address shown on the Texts page.
2. In Twilio, open Phone Numbers, Active numbers, and click your number.
3. Under Messaging, A message comes in, choose Webhook, paste the address, keep HTTP POST, and save. (Using a Messaging Service? Put it in the service's Integration settings instead.)

Your CRM checks Twilio's signature on every reply, so nobody else can post texts into it. Your Auth Token is never shown again after you save it.