HelloSend enables seamless communication by integrating directly with Twilio, allowing you to send SMS, WhatsApp messages, and make voice calls from within your CRM platform. This integration empowers teams to automate conversations, run messaging campaigns, and manage interactions—all in one place.
By connecting your Twilio account to HelloSend, you unlock a flexible and powerful communication channel that supports SMS/MMS messaging and voice capabilities. Follow the steps below to configure the integration and start messaging instantly.
Supported Integrations
Supported Channels
1Access Your Twilio Account
New to Twilio? Sign Up
- Go to Twilio's website and create an account.
- Verify your email and phone number.
- Purchase a Twilio phone number with SMS/MMS capabilities.
Already have a Twilio account? Log In
- Visit Twilio's website and sign in.
- Ensure you have a Twilio phone number with SMS/MMS enabled. If not, purchase one from the Twilio console.
2Get Twilio API Credentials
- Log in to your Twilio's account.
- Navigate to Console → Account Info.
Copy the following details:
- Account SID
- Auth Token
3Connect Twilio to HelloSend
- Open HelloSend and navigate to Settings.
- Go to Channels in the settings menu.
- Select SMS from the available options.
- Click on Twilio to configure the settings.
- Enter your Twilio Account SID and Auth Token, then click Authorize to complete the process.
- The SMS-enabled number will be listed—switch on the number you want to connect.
4Test the Connection
- In the HelloSend page, navigate to the Inbox.
- Enter your phone number and send a test SMS.
- Check if the message is delivered successfully.
🎉 If everything works fine, your Twilio SMS/MMS channel is now active! 🚀
Benefits
Now, you can start sending SMS campaigns, automate messages, and manage conversations inside your CRM using Twilio via HelloSend.
Conclusion
The Role-Based Permission feature in HelloSend allows you to define specific access levels for each team role. This ensures that users can only interact with the areas relevant to their responsibilities, improving both security and productivity.
