Setting Up Additional Services
When setting up your, for example, CRM integration, please note that if you already have Twilio set to your chosen CRM and then proceed to enable Talkyto, you'll be presented with an option to add your chosen CRM as an Additional Service( for both Voice and Messaging).
Existing Twilio Application
However, if you haven't configured it in Twilio, you'll need to set it up manually as described below:
Access Your Settings: Log in to your Talkyto account and navigate to the "Settings" section.
Navigate to the Voice/ Messaging section: …based on your choice to include Voice, Messaging or both. Proceed to Voice/Messaging configuration ( settings option next to the checkbox of the selected number).
Scroll to “Additional Services”: Scroll to the bottom of the page to access the ‘Additional Service’ section.
Additional services
4. Add New Additional Service: To start the setup process, click on "Add new additional service."
Section additional services
5. Retrieve Twilio Information: To obtain the necessary Twilio information, log in to your Twilio account. Once there, go to Twilio Phone Numbers, and select "TwiML Apps." Choose the relevant TwiML App and copy the required information.
6. Paste into Talkyto: Return to Talkyto and paste the Twilio information into the respective fields.
Your CRM
7. Save: Once you have filled in all the necessary details, click "Save" to complete the setup.
Successfully updated
By following these steps and referring to the accompanying screenshots, you can effortlessly integrate your CRM with Talkyto, optimizing your business communications and ensuring a smoother workflow.
Try it out now and experience the difference it can make for your business!
