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Twilio Integration


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Product Information

Twilio (pronounced TWILL-e-o) is a cloud communications platform as a service (PaaS) company based in San Francisco, California. Twilio allows software developers to programmatically make and receive phone calls and send and receive text messages using its web service APIs. Twilio's services are accessed over HTTP and are billed based on usage.

Twilio provides a simple hosted API and markup language for businesses to quickly build scalable, reliable and advanced voice and SMS communications applications. Twilio provides a telephony infrastructure web service "in the cloud", enabling web programmers to integrate real-time phone calls into their applications. Twilio's simple Pay-As-You-Go pricing model means customers pay for capacity only when they need it, not before. Twilio provides for voice and SMS communications that leverages existing web development skills, resources and infrastructure.


Problem Statment

How to use

  • Auto generate Twilio number on user creation:

Note: Twilio numbers will be generated only for business admins.


When a new user i.e a business admin user is created one Twilio number is generated automatically and the number generated along with the twilio SID is saved in CRM.


Login to CRM. Go to admin-> User Management->Create New User


Fill the user details and click on save. One Twilio number along with SID will get generated and saved in CRM in users module. You can see the twilio number generated in list view as well as in detail view of users module.


Twilio number in Users module list view



Twilio number in Users module detail view


  • Auto generate multiple numbers:

NOTE: Only business admins will have permission to generate multiple twilio numbers.


If User wants to Generate more Twilio numbers then he can generate more Twilio numbers by clicking on generate Twilio number. On clicking on “generate twilio number” button one number will be generated at a time and the number generated will be saved in CRM. “Generate twilio number” button will be visible to business admins.


Login to CRM->Twilio numbers module->generate twilio number  




You can view twilio numbers and all other details in list view or detail view of twilio numbers module.

Twilio numbers module-> View Twilio Numbers


  • Sending SMS:


If user wants to send sms there is an option for sending sms as shown in below screenshot.

To send SMS click on send SMS there is a dropdown of twilio numbers to select from which you want to send SMS and Textarea to type your message. Type your message in Text area and click on Yes. We have implemented a functionality to send single sms as well as bulk sms.


Login to CRM->Leads module

In detail view of any lead for sending single sms click on send sms.


From list view of leads module select one or many leads to send bulk sms




Once you click on send sms a popup will be displayed. Select the twilio number from the drop down, enter the message in the textarea and click on yes.




  • View SMS logs:


View SMS logs history in CRM itself. Save and view SMS logs.Through these logs you will come to know from which twilio number message was sent, to which number(lead) it was sent, message content, SMS id, status,date etc.


Go to SMS module->View SMS


List view of SMS module




Detail view of SMS module



  • Associate corresponding number to every twilio number and receive inbound calls through call forwarding:

Associate/attach a corresponding number to every twilio number generated and inbound calls can be achieved by forwarding the incoming calls from twilio number to the corresponding number assigned.

For call forwarding to work you need to assign or attach a valid phone number to each twilio number.

Go to Twilio Numbers module and click on edit and enter the corresponding number and click on save. When an incoming call is made on the twilio number then that call will be forwarded to the corresponding number mentioned.



  • Make Outbound calls:


Make outbound calls from your twilio number through Twilio client UI. Select the twilio number through which you want to make calls and the recipient to whom call is to be made.


Go to leads module->View Leads

Go to detail view by clicking on a lead you wish to call. Click on make a call button.




One popup will appear from where you can select the twilio number from which you want to make call.




  • View Call Logs:


View call history details such as call sid, date, cost, duration, direction, call to, call from, start time ,end time etc. To view call tracking details goto Call tracking module->View Call Tracking. View it in list view or detail view.


Call tracking list view




Call tracking detail view



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