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How to make calls using Recruiterflow?
How to make calls using Recruiterflow?

Step by Step guide to make calls to candidates and contacts using Recruiterflow.

Amritanshu Anand avatar
Written by Amritanshu Anand
Updated over a week ago

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.

Step 2: Set up your Twilio Console

In your console, click on Phone numbers in the main navigation panel on the left-hand side of your screen. 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 'Develop' from the left-side navigation bar.

This is what it will look after pinning the products:

Step 3: 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 4: Setup webhooks to make calls using your Recruiterflow account

In order to make calls using Recruiterflow, you will need to set up webhooks.

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 Voice & Fax section and copy-paste this URL in the "A CALL COMES IN".

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: Making a call.

This is the easy part. After you've integrated Twilio to your Recruiterflow account, you just have to click on the phone number and hit "Make a call", if prompted allow microphone.

Step 6: Log calls

Whenever you make a call using Recruiterflow you can log the call details on the candidate and contact's profile under the calls section.

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