How to set up Twilio integration in HelloGrowthCRM
Configure the Twilio integration end-to-end — calling, SMS, WhatsApp via Twilio.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Integrations section to browse more guides, compare related tasks, and choose a better starting point.
View all Integrations guidesTwilio is the swiss army knife of telephony — calling, SMS, WhatsApp, programmable everything.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Twilio account verified production
- •SID + Auth Token
- •Pro tier or above
- •15 minutes
- 1
Connect Twilio
Settings → Integrations → Twilio → paste credentials → verify.
- 2
Buy numbers
Pick country, type, area code. Indian: KYC required.
- 3
Configure messaging service
Pool of numbers Twilio rotates for high-volume sending.
- 4
Set up SMS templates
Pre-approve if region requires.
- 5
WhatsApp via Twilio
Faster initial but more expensive long-term vs direct Meta.
- 6
Set up Studio for IVR
Twilio Studio for visual IVR. Connect to HelloGrowthCRM.
- 7
Configure callback webhooks
Auto-configured for call status, recording, transcription.
- 8
Set spending caps
$X/day to prevent runaway bills.
- 9
Monitor usage
Real-time minutes, SMS, WhatsApp by Twilio.
- 10
Configure failover
Multi-region: India PoP for India, US PoP for US.
Frequently asked questions
Twilio vs SIP?▾
Twilio = easier. SIP = cheaper at scale.
Twilio vs MessageBird, Plivo?▾
We support all. Twilio most mature.
SMS for OTPs?▾
Yes — Twilio Verify integrates.
Toll-free in India?▾
Yes via Twilio.
Number management API?▾
Yes — programmatically buy/release.
Migrating from another provider?▾
Number port via Twilio support. ~30 days.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Integrations or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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