If you use Twilio, create a connector to instantly follow up with prospects via phone.
The selected user gets a call when a prospect submits a connected form so that the user can
connect with the prospect by phone. Twilio activities appear on prospect records, where you can
view details about calls.
Required Editions
| Available in: All Account
Engagement Editions |
| User Permissions Needed |
| To add a connector: |
Account Engagement Administrator role
|
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Open the Connectors page.
- In Account Engagement, select Admin and then select
Connectors.
- In the Lightning app, select Account Engagement Settings
and then Connectors.
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Click + Add Connector.
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Click Twilio.
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Enter your Twilio account information.
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Click Create Connector.
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In the Status column, click verify now.
To use the integration, enable Notify user via Twilio of form
submission on the completion action step of the form wizard.
