Workspace Texting w/ Twilio

A third-party system is needed in InvestorFuse to send SMS to sellers. You can choose between Twilio or smrtPhone to connect a phone number for outbound text messages. By default, we provide a Twilio number for your workspace as the base company texting number but if you'd like to use your own Twilio account, follow the guide below.

Purchase a Twilio number

1. Go here to create a Twilio account or log in to your own account if you already have one
2. Access the Buy a Number page in the console
3. Search for a number by entering an area code that you would like your number to have
4. Choose a number and click the Buy button on the right of the screen

Configure the Twilio number

After purchasing a Twilio number, we need to integrate it into InvestorFuse so you can start sending text messages. 

1. Select a Team if you have access to multiple teams
2. Click ⚙️ the cogwheel icon
3. Select Team Settings
4. Click Messaging
5. Select Twilio in the options
6. Enter the Twilio number that you purchased on your Twilio account
7. Enter the phone number where you want to forward the callbacks to your Twilio number. This can be a personal phone, office line, etc.
8. Enter your Twilio account's SID and Auth Token found on Twilio's main homepage to set the integration live
9. Click the Save button

Route responses to InvestorFuse

After adding the Twilio number to your InvestorFuse account, we need to make sure that the responses to the Twilio number are going back to InvestorFuse. 

1. In the Team Settings menu of InvestorFuse, go to the Webhook sub-menu
2. Copy the webhook called Inbound Webhook (Webform)
3. Go to your Twilio account, find the active number you purchased, and open it to go to the configure tab
4. Scroll down until you see the section called Messaging Configuration
5. Locate the field that says "When message comes in" and make sure that the field is set to "Webhook". In the URL field next to that, paste the webhook you copied from InvestorFuse in Step 2 of this guide.
6. Click the Save Configuration button at the bottom