Contents
Setting up Phone Calls with Twilio
Configuring Simply specific settings in Twilio
Setting up Phone Calls with Twilio
Step 1: Signing up for Twilio
In order to use the Phone Calls module with Twilio, your company has to first sign up for an account with Twilio. We have provided easy to follow documentation to sign-up for Twilio account.
Step 2: Install Phone Calls module in Simply
Phone Calls module is not readily available in Simply. It has to be installed manually to get started with the module. Follow these simple steps to install the module.
- Step 1: Go to CRM Settings -> Module Manager.
- Step 2: Click on Import Module.
- Step 3: Click install under Phone Calls.
Step 3: Configure your Twilio credentials in Simply
After registering with either Twilio, you will be provided with phone number, application id and auth token. Follow few simple steps to configure these in Simply CRM.
1. Login to your CRM instance and click on 
icon on the top right corner of the CRM.
2. Click CRM Settings.
3. Click Phone Calls under Integration in Settings sidebar.
4. Click on Add Gateway.
5. Select Twilio from the dropdown.
6. Configure Auth ID, Auth Token and other setting parameters.
Note!
1. Find your Auth ID & Auth Token in your Twilio account dashboard.
2. Callback URL should be same as the one configured in Twilio account.
3. Welcome Message is to configure the message that you would like your customer to hear before call is transferred to the support members.
4. Recording allows administrator to either enable or disable call recording.
5. Configure your Twilio Number for Outgoing Calls without using any special characters such as +, -, ( ), etc.
7. Click Save button.
Step 4: Configure the extension number for each user
For each user who is allowed to handle incoming and outgoing calls from the CRM, the extension number should be configured in the User preferences page.
1. Open My Preferences.
2. Configure user number in CRM Phone Extension field under “More Information” block.
Number format for regular numbers (Preferably use a Mobile Number): [+][County_Code][Number]
e.g., +91 01 233456789
Warning!
Do not configure your Twilio number as it would result in looping the calls.
Once configuration is completed on both sides i.e., Simply and Twilio, you are now ready to make or receive calls in the CRM.
Configuring Simply specific settings in Twilio
An account has to be created in Twilio and on registering, a unique phone number will be provided for each account. This number has to be configured with the callback URL.
Follow few simple steps to configure your Twilio account.
- 1. Login in to your Twilio account.
- 2. Click on NUMBERS tab in the Twilio dashboard.
- 3. Click on the number (ex: +1 202-760-2034) provided for your account.
- 4. Copy & Paste the URL from Callback URL field which is present in the Simply Phone Calls Settings
-
- Note: HTTP method should be POST (as shown in the image) for the URL.
- 5. Click on Optional Voice Settings and enter the same callback URL entered in above step.
- 6. Click on Save Changes .