When setting up your, for example, CRM integration, please note that if you already have Twilio set to your chosen CRM and then proceed to enable Talkyto, you'll be presented with the option to add your chosen CRM as an Additional Service.
However, if you haven't configured it in Twilio, you'll need to set it up manually as described below:
1. Access Your Settings: Log in to your Talkyto account and navigate to the "Settings" section.
2. Access Accounts and Choose Your Account: You will see a list of accounts associated with your Talkyto profile. Select the account for which you want to set up CRM integration.
3. Scroll to “Additional Services”: Once you've chosen your account, scroll down to the "Additional Services" section. This is where the CRM integration happens.
- Add New Additional Service: To start the setup process, click on "Add new additional service."
5. Retrieve Twilio Information: To obtain the necessary Twilio information, log in to your Twilio account. Once there,** **go to Twilio Phone Numbers, and select "TwiML Apps." Choose the relevant TwiML App and copy the required information.
6. Paste into Talkyto: Return to Talkyto and paste the Twilio information into the respective fields.
Save: Once you have filled in all the necessary details, click "Save" to complete the setup.
By following these steps and referring to the accompanying screenshots, you can effortlessly integrate your CRM with Talkyto ( available for ‘ALL’ subscription), optimizing your business communications and ensuring a smoother workflow.
Try it out now and experience the difference it can make for your business!