How to Install "Twilio Extension for Zoho CRM"
1. How to find the Plugin
1.1 Go to Zoho CRM Settings
Then, go to -
Marketplace > All
2 Go to all extension and type in “Twilio Extension for Zoho CRM” in the Search box
2. How to Install
2.1 Agree with Terms of Services & Data access
2.2 Choose “Install for all users” and click on “Confirm”
2.3 For now, select “10-day free trial”
2.4 Wait until installation completes
2.5 Click on “Skip”
2.6 Then, click “Skip” again.
2.7 Click on the “Three Dot (...)” icon and go to “Twilio SMS Settings”.
2.8 Enter the Account SID, Auth token, Twilio Number, Messaging Service SID and save the settings.
Account SID - You will get the Account SID in Twilio portal [3.1]
Auth Token - You will get the Auth Token in Twilio portal [3.1]
Twilio Number -You will get the Twilio Number in Twilio portal [3.1]
Messaging Service SID -You will get the Messaging Service in Twilio Portal [3.2]
Incoming Webhook URL - Copy the URL and paste it to the Twilio portal [3.2, Step 3]
Note: If you select “Primary Contacts Only” here SMS will send only to Primary Contact of a Deal. If you select “Associated All Contacts” here SMS will be sent to All Associated Contacts.
3. Twilio Settings for incoming SMS
Account SID, Auth token,Twilio Number
Go to your Twilio Account. You will find Account SID, Auth token, Twilio Number on the home page. Copy each of them and paste them in the corresponding fields at Step 2.8
Creating Messaging Service SID
Go to -
Messaging > Services
Click on the “Create Messaging Service”
Step 1: Enter a name and click on the “Create Messaging Service”
Step 2: click on the “Add Senders”
Select “Phone Number” and click on “Continue”
Select phone number and click on “Add Phone Numbers”
Click on the “Confirm”
Click on “Step 3: Set up Integration”
Step 3: Select “Send a Webhook” and paste the URL copied from 2.8 and hit the “Save” button.
Step 4: Click on “Complete Messaging Service Setup”
A Messaging Service SID is created
Copy this “Messaging Service SID”
Geo Permission setting
Go to -
Messaging > Settings > Geo Permission
Select the countries to which you want to send SMS via Twilio.
Verifying Caller Id
Under the “Develop” tab, go to -
#Phone Numbers > Manage > Verified Caller IDs
Click on “Add a New Caller ID”
Select Country, give the number you wanted to send SMS and click on “Verify Number”
A code will be sent to the number that you provided. Enter the verification code and click on “Submit”
The number will be added to the list
Well done! You have done the setup. Now you are ready to send SMS.
N.B: 1. No reply will be received without the Incoming Webhook URL setting
2. No SMS will be sent without Geo permission setting
3. No SMS will be sent without verifying caller id
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