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The SMS feature in Freshsales allows users to send and receive SMS messages to their leads, contacts, and record owners. To learn how to use the feature, refer to this article. Here’s how you can set up the feature. 


Minimum Time Required: ~4 min
Q
uick Steps: Admin Settings > Apps > SMS Provider > Fill in Account SID and Auth token > Authenticate


Detailed Steps:


1. Go to Admin Settings > Apps . Search for 'SMS'

2. Click on SMS. This opens the dedicated SMS integration page. Click Configure


3. Choose an SMS provider of your choice. In this case, we will opt for Twilio as the SMS service provider. Click on the Twilio icon. This opens the Twilio integration page.

4.  Fill in the Account SID and Auth Token and click . This activates the feature.


Once the feature is activated, you will be presented with a success notification and will also be able to find the activated number under ‘Connected Providers’

5. Click the activated number. This opens a page dedicated to the SMS provider. 


6. Turn on the ‘Receive SMS’ toggle to enable SMS replies from your leads and contacts. Turning off the toggle stops Freshsales from receiving SMS replies. 


7. Copy the webhook URL and paste it in your SMS provider’s settings. To learn how to add webhook URL to your Twilio account, refer this article.

Once you start receiving SMSes in your Freshsales account, you will receive a success notification with date time and the number from which the last SMS was received.


SMS Provider

Authentication details required

How to enable SMS replies?

Twilio

Account SID

Paste webhook URL from Freshsales to your Twilio account.
To learn where to add webhook URL, refer this article

 Auth Token

ClickSend

UserID

Paste webhook URL from Freshsales to your ClickSend account.
To learn where to add webhook URL, refer this article

Auth token (API Key)

ZipWhip

Username

To enable SMS replies on your ZipWhip account, write to ZipWhip support to create a webhook for your Freshsales account.  

Password


Now that you've set up the feature, explore the various ways of using it by referring to this article.