If you are using Twilio as a phone call gateway in Vtiger to place and receive calls, you need to update the following configurations in your Twilio account and in the Vtiger CRM instance.
Read the notes below carefully before you configure the new settings.
Note:
- Ensure you have a TwiML App ID set up. If you were using direct calls previously, you’ll need to create a new TwiML app (Document).
- For the following steps, you will navigate between Twilio and Vtiger CRM screens multiple times. Keep both the Twilio and CRM tabs open.
Follow these steps to update the configuration:
Step 1: Generate the API Key SID and API Key Secret in Twilio
- Log in to your Twilio account.
- Click on your Account. The Account Dashboard opens.
- Click the Go to API Keys section.
- Enter or select the following in the Copy Secret Key window:
- Friendly name: Enter Vtiger CRM.
- Region: United States
- Key Type: Standard
- The system will display the API Key SID and API Key Secret.
- Copy the SID and Secret to a notepad. Save these safely.
- Click the Got It! checkbox.
- Click Done.
Step 2: Update your Twilio gateway configuration in Vtiger CRM.
- Log in to Vtiger CRM.
- Click on the User Menu in the top right corner of the screen.
- Click Settings.
- Look for the Extensions section.
- Select Phone Configuration.
- Edit the already configured Twilio gateway.
- Enter or select the following information:
- Twiml App Sid: Paste the Twilio Auth SID to the Twiml App Sid field
- apiKeySid: Paste the SID that you have copied into your notepad.
- apiKeySecret: Paste the SECRET that you have copied into your notepad.
- Click Save.
After completing these steps, users will be able to continue making and receiving calls from within Vtiger CRM.