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๐Ÿงฉ Step 1: Import Twilio Number in ConverseKit Web App

  1. Log in to the ConverseKit Web App.
  2. Navigate to the Phone Numbers section.
  3. Click โ€œImport from Twilioโ€.
  4. Fill in the required details:
    • Twilio Phone Number (e.g., +1XXXXXXXXXX)
    • Name โ€“ A friendly label for your internal reference (e.g., โ€œSales Lineโ€)
    • Twilio Account SID
    • Twilio Auth Token
  5. Click Import to complete the process.
โœ… Once imported, your number will appear in the list with a unique External ID.
This ID will be used to connect the number within your Salesforce org.

๐Ÿงฉ Step 2: Register Number in ConverseKit Salesforce App

  1. Open the ConverseKit app inside Salesforce.
  2. Navigate to the Phone Numbers tab.
  3. Click โ€œImportโ€.
  4. Enter the External ID obtained in Step 1.
  5. Select the Assistant you want to associate with this number.
  6. Click Import to complete the setup.
๐Ÿ“ž Your Twilio number is now fully connected to ConverseKit and ready to handle inbound and outbound calls through your Assistant.

๐Ÿงช Test Your Number

Want to confirm itโ€™s working? Follow these steps to test your number.