Twilio Connect Setup

With the Twilio Connect extension, you can send SMS to your contacts directly from Jetpack CRM. In order to do this, you need a Twilio Account, which you can sign up for here.

Twilio is a service which costs money to send SMS. Once set to send to external mobile numbers, you’ll need to have credit in your account

Set up Twilio in Jetpack CRM

Once you install the Twilio Connect extension, you first need to obtain the Twilio account ID, token, and Twilio number. You can start the setup as follows:

1. Head to the Twilio Console on the Twilio website.
2. From there, you can get your account ID, token and your Twilio number.
3. From the Jetpack CRM Dashboard, go to Settings → Twilio Connect tab.
4. Enter your account ID, token and Twilio number in the fields.

Please note that to send SMS numbers outside of your verified numbers, you’ll need to use a Twilio paid account. You can still test by using the sandbox to the numbers you’ve verified.

Sending SMS

To start sending SMS via Jetpack CRM, you need to do the following:

1. Head to the contact you want to SMS. Check if the contact has a number in the mobile field on the contact view page.
2. Click Contact Action →Edit Contact to access the view where you can see the SMS button with a smartphone icon on the Mobile Telephone field.
3. When you click the SMS button, a modal dialogue appears, and you can write your SMS to your contact.

Automating SMS

You can automate SMS based on certain criteria with our Automations extension.

When setting up an automation, choose the Send SMS action, and that should send the SMS you’re going to create in the text box below, depending on the conditions you’ll define.

SMS campaigns

You cannot send SMS campaigns with the Twilio Connect extension.

SMS campaigns can be expensive since Twilio charges per SMS; you’ll also need to make sure the mobile phones you are sending SMS to are all valid, and that’s not sustainable at the moment in Jetpack CRM.

If you’d like to see the SMS campaigns feature as an added option in Jetpack CRM, you can request a feature here.

Calling contacts with Twilio

We do not have an integration with Twilio to make phone calls.

However, we have the Click 2 Call feature to make calls in Jetpack CRM via phone or Skype. the Click 2 Call feature is included in the free Jetpack CRM plugin.