FAQs in this section
How do I integrate Twitter DM with Vtiger Live Chats?
Follow these steps to integrate Twitter DM with the Live Chat module:
Step 1: Creating Twitter user account in Vtiger Social module
Step 2: Enabling Direct Messaging in Twitter
Step 3: Integrating Twitter Direct messaging in Vtiger CRM
Step 1: Creating a Twitter user account in Vtiger Social module
To use Twitter Direct messaging, you must first integrate your existing Twitter account (or create a new one) with the Vtiger Social module.
Follow these steps to integrate your Twitter account with Vtiger Social:
Follow these steps for other Twitter users to send you a direct message:
Step 1: Creating Twitter user account in Vtiger Social module
Step 2: Enabling Direct Messaging in Twitter
Step 3: Integrating Twitter Direct messaging in Vtiger CRM
Step 1: Creating a Twitter user account in Vtiger Social module
To use Twitter Direct messaging, you must first integrate your existing Twitter account (or create a new one) with the Vtiger Social module.
Follow these steps to integrate your Twitter account with Vtiger Social:
- Log in to the CRM.
- Go to the Social module.
- Click Twitter under Add Social account.
- An Authorize Vtiger CRM access to your account page opens.
- Enter your Twitter account credentials to log in.
- Click Authorize app.
- Click Sign up for Twitter if you do not have credentials.
- A Join Twitter Today page opens.
- Click any of the following:
- Sign up with Google. A Choose an Account to continue to twitter.com message is displayed.
- Select an account you want to use to sign in to Twitter.A confirm you want to sign in to twitter.com message is displayed.
- Click Confirm to continue or Cancel to not sign in.
- Sign up with Google. A Choose an Account to continue to twitter.com message is displayed.
- Sign up with Apple A Use your Apple ID to sign in to Twitter message is displayed.
- Enter your Apple ID credentials.
- Create account. A Create your account page opens.
- Enter or select the following information:
- Name: Enter your name.
- Phone number: Enter your phone number.
- Date of birth: Enter your date of birth.
- Click Next.
- A Customize your experience page opens.
- Enable Track where you see Twitter content across the web for Twitter to personalize your experience.
- Click Next.
- Click Sign up. An Authenticale your account message is displayed.
- Click Submit. A Verify phone message is displayed.
- Enter the code sent to your phone.
- Click OK.
- Enter the password.
- Click OK.
- Enter or select the following information:
Step 2: Enabling Direct Messaging in Twitter
Once you have created a Twitter account, you must enable Direct Messaging in Twitter for other Twitter users to send you a message.Follow these steps for other Twitter users to send you a direct message:
- Log in to your Twitter account.
- Click More.
- Click Settings and Privacy.
- Click Privacy and Safety.
- Click Direct Messages.
- Select Manage who can message you directly.
- Enable the Enable message requests from everyone checkbox.
Step 3: Integrating Twitter Direct Messaging in Vtiger CRM
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