How to integrate Twilo with RevenueHero?
Set up RevenueHero’s integration with Twilio to send SMS notifcations to your prospects.
Pre-requisites
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To integrate RevenueHero with Twilio, you’ll need a dedicated phone number that isn’t already linked to other tools/services.
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Make sure you’ve completed the A2P 10DLC registration to send messages to US numbers. Learn more about A2P 10DLC here.
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Ensure that you have an opt-in/consent checkbox or disclaimer on your form. If it’s a RevenueHero link’s form, you can add this directly to the form.
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Ensure that you collect the prospect’s phone number in your form. If it’s a form on your website, add and map it in RevenueHero’s form mapping section for the Inbound Router. If it’s a RevenueHero link’s form, you can add this directly as a field in the form.
Steps to integrate
1.In RevenueHero, go to Settings → Integrations → Twilio and click Connect to Twilio.
- Grab your Twilio Account ID and Auth Token from your Account Info (in Twilio).
- Click Connect Now (in RevenueHero) after adding your Twilio Account ID and Auth Token.
- After connecting, click on Add Twilio Numbers.
- Select the number you want to send notifications from.
Setting up SMS workflows
In order to automate the SMS notification to the prospect, you’ll have to set up a workflow in RevenueHero. Click here to learn more about the steps.