To utilize your client’s existing Twilio account for their location, follow these simple steps.
1. Go to the Agency view > Settings > Phone System
2. If the location already has a Twilio SID generated, we can click Update Credentials by clicking the three dots on the right to delete the connection:
3. If the account SID and auth token provided by your client is a Twilio Subaccount, you can then replace the Account SID and auth token here.
If the account SID and auth token provided by your client is a Twilio Master account, it’s best to integrate with the subaccount.
1. Click the Account dropdown on the top right > Subaccounts
2. Click on Create subaccount
3. Type the location company name here and click Create subaccount
Once the subaccount is created, click the Account Name to go inside the subaccount.
4. Copy the Account SID and auth token to the Highlevel Twilio settings:
If the number is part of the master Twilio account, please contact Twilio support for assistance with transferring it.
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After entering the subaccount, navigate to the bottom left and click on Settings. Click on Phone Numbers Click on the trash icon to remove the number Once you confirm by typing Delete below, Click on Confirm Delete If you’d like to retain or reset the Twilio number webhooks, select “NO” here to ensure the number […]
How to locate the gaining SID for the account: 1. Click on sub-account name on the top left 2. Click on Switch to Agency View 3. Click on Settings 4. Click on Phone Integration 5. That’s the master Twilio account SID 6. Click on Sub Account Settings 7. Select the pencil icon on the right […]