In this tutorial I will describe how to integrate ONLYOFFICE with the Twilio service, a cloud communications platform allowing users to programmatically make and receive phone calls and send and receive text messages using its web service APIs.
Integrating ONLYOFFICE with Twilio you will be able:
secure the access with 2-factor authentication;
call your customers directly from the CRM module.
Follow the instructions hereto install the latest version of ONLYOFFICE platform using docker-compose.
Get Twilio API credentials
Connect Twilio to ONLYOFFICE
Go to the ONLYOFFICE admin Settings.Switch to the Integration settings and open Third Party Services.Click the switcher next to the Twilio service. Paste Account SID and Auth token and click the Enable button.
Switch to the CRM module, go to its Settings, click the VoIP Settings and choose one of the available options to add virtual numbers: Buy phone number or Link purchased number if youalready purchased one. Set it up choosing the operator that should be able to use the selected number and enable outgoing calls and call recording using the appropriate switchers.
After that the CRM managers will be able to receive incoming calls and make outgoing calls. Record all incoming and outgoing calls to be able to listen to the necessary call recording later and link this information to the appropriate contact in the client database.