Purchasing a Twilio Number in Your Connected Account for Use in CRM

If you have connected your own Twilio account to your CRM platform, any phone numbers you buy directly through the Twilio console can be automatically synced to your CRM location. This article explains how to purchase a number from Twilio and have it appear in your CRM.

Steps to Purchase a Twilio Number

Step 1: Log in to Twilio

Visit the Twilio login page and sign in to your account. On the main dashboard, click on your Main Account name at the top and select the appropriate Sub-account.

Note: If you have multiple sub-accounts and are unsure which one is linked to your CRM location, you can find the correct Account SID within your CRM. Navigate to the Agency view, then go to Settings > Phone Integration > Sub-account Settings. Copy the Account SID for the specific location you are managing.

Step 2: Locate the Sub-account in Twilio

Return to the Twilio dashboard. Use the account switcher to search for the correct sub-account by pasting the Account SID you copied from your CRM. Select the matching sub-account to proceed.

Step 3: Navigate to Purchase a Number

In the Twilio console's left sidebar, navigate to Develop > Phone Numbers > Manage > Buy a Number.

Step 4: Choose the Country

Use the country dropdown menu, typically located in the top-left corner, to select your desired country. Twilio will then display a list of available local numbers with voice capabilities.

Step 5: Use Advanced Search to Find Mobile Numbers

Click on the Advanced Search option. Uncheck the Local number filter and perform the search again. This will refresh the list to show available mobile numbers with capabilities like voice and SMS.

Step 6: Finalize and Verify in CRM

After completing the purchase in Twilio, go to your CRM location. Navigate to Settings > Phone Numbers. The newly purchased number should now be visible in the list, automatically synced from your Twilio account.

Frequently Asked Questions

Will the newly purchased Twilio number automatically appear in my CRM location?

Yes. Provided your Twilio sub-account is correctly connected to your CRM location, the number will sync automatically and appear under Settings > Phone Numbers.

How do I make sure I’m using the correct Twilio sub-account?

You can verify the correct sub-account by:

• Going to your CRM Agency view > Settings > Phone Integration > Sub-account Settings
• Copying the Account SID associated with the location
• Using that SID to search for and select the correct sub-account in Twilio

Do I need to configure anything else after buying the number?

No. If your Twilio integration is set up properly, the number will be ready to use for calls, messaging, and workflows without any further setup.