Home  >   FAQs   >  How can I verify that Twilio is fully integrated into my CRM workflows?
FAQs in this section

How can I verify that Twilio is fully integrated into my CRM workflows?

Table of Contents
Follow the below steps to verify:
  • Inspect your CRM’s workflow automation settings.
  • Confirm that SMS or call actions are mapped correctly to specific CRM events, such as customer updates, new deals, or task reminders.
  • Ensure Twilio credentials and webhook URLs are entered accurately, and run test workflows to validate the triggers.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.