Connect Twilio to SkedX CRM and SkedX Flow for SMS messaging and voice calling.
Send automated SMS follow-ups, make click-to-call from lead records, log call recordings to timelines, and use Twilio phone numbers for your sales team.
What you get
- SMS sending and receiving from CRM contact records
- Click-to-call dialing from lead and deal pages
- Call recording and logging to contact timelines
- Automated SMS workflows for lead follow-up
- Twilio phone number provisioning and management
Setup guide
How to get Twilio working with SkedX Platform.
- Create or sign in to your Twilio account
- Copy your Twilio Account SID and Auth Token
- Navigate to Settings > Integrations > Twilio in SkedX CRM
- Enter your Twilio credentials and select a phone number
- Configure SMS templates and calling preferences
- Start making calls and sending SMS from your CRM
Questions
How do I connect Twilio with SkedX?
Connecting Twilio to SkedX Platform takes 6 steps: Create or sign in to your Twilio account; Copy your Twilio Account SID and Auth Token; Navigate to Settings > Integrations > Twilio in SkedX CRM; Enter your Twilio credentials and select a phone number; Configure SMS templates and calling preferences; Start making calls and sending SMS from your CRM. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Twilio integration?
With the Twilio integration you can: SMS sending and receiving from CRM contact records; Click-to-call dialing from lead and deal pages; Call recording and logging to contact timelines. Everything stays in sync with SkedX Platform.
Is the Twilio integration available now?
Yes — the Twilio integration is available now as part of SkedX Platform, in the Communication category.
