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How to send SMS / texts to leads or clients

Maria avatar
Written by Maria
Updated over 5 months ago


How to send SMS / texts to leads or clients

2. Settings > Brands > Brand name

3. Click "SMS"

4. Twillio is the best in class vendor for powering these kinds of text messages. You'll need to create an account before proceeding.

Once you've created a Twillio account, select Twillio from the drop down menu.

5. Go to your Twillio account and for the following info: Twillio Account SID, Auth Token and Phone Number

6. It will look like this

7. Click "Test Settings before Saving" > Save


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