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Email reminders get buried. A text doesn’t. Connecting Twilio lets RevenueHero send SMS reminders before a meeting, which is one of the most reliable ways to lift show rates. The prospect gets a nudge on the channel they actually check, and your rep walks into a meeting that’s far more likely to happen.
BEFORE YOU BEGIN
  1. You need a Twilio account with a phone number provisioned for SMS.
  2. Have your Twilio Account SID and Auth Token ready (from your Twilio console).

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Connect Twilio

  1. In the left sidebar, click Settings → Integrations.
  2. In the Communication section, click Connect Twilio. \
    Twilio Card
  3. Enter your Twilio credentials, the username (Account SID) and secret (Auth Token), and click Connect Now.
Twilio 02 Connect

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Send SMS reminders

Once Twilio is connected, you can add SMS reminder steps to your meeting reminder workflows, the same way you add email reminders, so a booked prospect gets a text ahead of the call.
A short SMS an hour before, with the meeting time and the join link, is the highest-impact reminder you can send. Keep it brief and make the link easy to tap.
Twilio is connected. RevenueHero can now text reminders and bring more booked meetings to life. 🎉🎉🎉

Workflows

Add SMS steps to your reminder flows.

Slack

Notify your team of new bookings.