Recruiterflow integrates with Twilio to help you make calls to your candidates and contacts. First things first, if you don't have a Twilio account, you will need to signup and get a Twilio number.
How to sign-up for Twilio :
On this page, give your project a name. Make sure that you use the name that you can recognize in the future. i.e. "Recruiterflow Integration" After this, at the bottom, click Verify.
This will take you to a page to verify your mobile number, please enter your personal/business number on which you can receive texts/sms/calls (this will not be used to make any calls via Twilio, this is only for an account set-up) :
Then you will receive an SMS with a code to verify your mobile number :
Once you verify your mobile number you will see the following page:
The inputs for the page are as follows :
Step 1: Go to your Twilio Console
After you're done signing up/logging into your Twilio account, it will take you to your Twilio account console. Here you will see two details. Account SID and Auth Token. Make sure you never reveal your account SID and Auth Token to anyone. You are going to need these details authorizing Recruiterflow to use your Twilio account. Use the instructions in the following images to get through the Twilio account setup.
Click 'Develop' from the left-side navigation bar.
Click the “Explore Products” (https://console.twilio.com/develop/explore) button and pin the following options :
This is what it will look after pinning the products:
Step 2: Get a new Twilio Number
In your console, click on Phone numbers in the left navigation panel. Here you can manage your existing numbers. If you don't already have a number, you can purchase a new one. In most cases, a Twilio number costs $1/month.
To buy a new number, click as shown below. You can select the country where you want to buy a number. It is important to remember that the number you want to buy has SMS and voice capabilities. Check on both these capabilities and search for the available numbers.
Buy the number you like and confirm your purchase.
Step 3: Setup webhooks to receive text messages back to your Recruiterflow account
In order to make sure that your candidates/contacts can send text messages back to you and they sync back to the candidate/contact profile, you will need to set up webhooks.
For this you will need to go to your recently purchased phone number which will be under "active numbers"
To set up a webhook, click on the number integrated with Recruiterflow in the manage numbers section as shown in the image below.
This will open up a page where you can configure webhooks. Scroll down to the Messaging section and copy-paste this URL in the "A Message comes in webhook".
Step 4: Integrating Twilio to your Recruiterflow account
To integrate your Twilio account to Recruiterflow, go to the integration section on the settings page. Go back to your console page in Twilio and copy your account SID, Auth Token, and Phone number and enter those details in Recruiterflow.
Make sure that the phone number you enter doesn't have any space in it and has your country code included in it.
Step 5: Sending a text message
This is the easy part. After you've integrated Twilio to your Recruiterflow account, you just need to head over to the "Text (SMS)" section on the candidate's profile. Write your message and hit send message!
Step 6: Receiving a text message
Whenever you receive a text message from a candidate, Recruiterflow will email you and you will also see it come up in the "Activities" section.