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Pre-requisites

  1. To integrate RevenueHero with Twilio, you’ll need a dedicated phone number that isn’t already linked to other tools/services.
  2. Make sure you’ve completed the A2P 10DLC registration to send messages to US numbers. Learn more about A2P 10DLC here.
  3. 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.
  4. 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.

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Steps to integrate

1.In RevenueHero, go to Settings → Integrations → Twilio and click Connect to Twilio.
  1. Grab your Twilio Account ID and Auth Token from your Account Info (in Twilio).
  1. Click Connect Now (in RevenueHero) after adding your Twilio Account ID and Auth Token.
  1. After connecting, click on Add Twilio Numbers.
  1. Select the number you want to send notifications from.

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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.