Connect with purpose
Authorise the appropriate account in the CRM application’s connection manager. Check account permissions and provider requirements before enabling the integration.
TWILIO
Connect your Twilio account to use supported numbers for texts and calls. Number capabilities, country support, and telecommunications charges depend on Twilio.
Authorise the appropriate account in the CRM application’s connection manager. Check account permissions and provider requirements before enabling the integration.
Select the resources and tools needed by your workflow. A connection does not automatically enable every tool for every bot.
Run an approved test conversation, verify the action in the connected service, and check the CRM outcome.
YOUR NEXT CHAPTER
See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.