To create a Twilio Account first thing you will need to do is go to Twilio.com
Next you will need to click on Sign Up in the top right hand corner of the page.
Enter in the First Name, Last Name, Company Name, Email and Password fields.
Leave everything else blank.
Click on Get Started
Please enter in your phone number
Verify Your Account with Your Phone Number - 2 Options
You will now need to verify that this number exists and that you have access to it. If you would like to verify via SMS please click on Verify Via SMS. Please enter in the verification code that is provided via text message. Click Submit when done.
If you would like to verify via a phone call click on Call You Instead. Please enter the verification code you hear during the phone call. Click Submit when done.
From the Account Summary section, we will need you to take note of two #s. These 2 numbers will be used to setup with SMS service in the CRM system.
1. Account SID
2. Auth Token
The Account SID # is avaialble for you to copy and paste right away.
The Auth Token you will need to click on in order to copy. Please click on it to view.
Perfect you can now enter in those two numbers into the crm system.
**DO NOT CLOSE THE TWILIO SCREEN **
Getting a Twilio Phone Number
Now that the account has been setup, we now need to get a Twilio phone number. To do that while you are still on the account screen, please scroll down to the phone number section.
Click on the # Phone Numbers box
Click on Get Started
Click on Get Your First Twilio Phone Number
Twilio will automatically provide you with a number. If you like this number click on Choose this Number. If you do not like it, click on Search for a Different Number.
If you chose Search for a Different Number, you will have the ability to search for a specific set of numbers. For this example I've added in the last 4 digits of my agentlocator phone number. And will select Last Part of Number for the Match to Field.
When done click on Search.
Depending on what numbers you put in, you may find a local number or you may not. My search did not yield local numbers, because I didnt specify the area code.
If you want to look for a specific area code, then revise your search and enter in the desired area code. Click Choose this Number for the number you wish to keep.
Click on Done.