Twilio Integration: The perfect messaging platform for your WordPress site!

Twilio Integration: Twilio combines the best in communications and customer data … Verify, activate, and connect with global customers over SMS, voice, email, chat, and WhatsApp.

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Twilio is Cloud-communication for SMS, voice, and messaging apps. Twilio SMS Notification is an extensive feature-based Integration that provides a flexible platform to communicate with users or customers. Go through the documentation about the Twilio integration process.

Authorization of Twilio Integration

To set up the Twilio integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Twilio from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To get your Twilio Account SID, Auth Token, and From (Phone Number), follow these steps:

• Go to the Twilio Console.
• Navigate to the Develop section.
• Within the Develop section, find your account credentials:
  • Account SID: This unique identifier for your Twilio account.
  • Auth Token: A secret key used to authenticate your account when interacting with Twilio’s API.
  • My Twilio phone number: The Twilio phone number you’ll use to send messages or make calls.

Copy and paste credentials:

• Copy your Account SID and paste it into the designated field labeled “Account SID“.
• Repeat the process for your Auth Token, pasting it into the “Auth Token” field.
• Finally, copy your Twilio phone number and paste it into the “From” field.

Once you have successfully entered your Twilio Account SID, Auth Token, and From (Phone Number), click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Twilio. The “To” and “Message Body” field is the default and required field in Twilio, so you will need to map your form’s “To” and “Message Body” field to this field in Twilio. You have the option to map additional fields by clicking on the Plus (+) icon.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Twilio“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.