{"id":2613,"date":"2020-03-23T15:36:56","date_gmt":"2020-03-23T15:36:56","guid":{"rendered":"https:\/\/www.leadshook.com\/help\/?p=2613"},"modified":"2024-02-14T11:51:26","modified_gmt":"2024-02-14T11:51:26","slug":"send-sms-directly-out-of-leadshook","status":"publish","type":"post","link":"https:\/\/www.leadshook.com\/help\/send-sms-directly-out-of-leadshook\/","title":{"rendered":"Send SMS Directly Out of LeadsHook"},"content":{"rendered":"\n

Introduction:<\/h2>\n\n\n\n

In this article you’ll learn about to setup and use the SMS Notification Node<\/p>\n\n\n\n

You’ll need the following…<\/p>\n\n\n\n

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  1. A Twilio Account<\/li>\n\n\n\n
  2. A LeadsHook Account<\/li>\n<\/ol>\n\n\n\n

    TWILIO SETUP<\/h2>\n\n\n\n

    Step 1: Buy a phone number <\/h3>\n\n\n
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    <\/p>\n\n\n\n

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    The above step is optional<\/figcaption><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Step 2: Step up the SMS Service<\/h3>\n\n\n\n
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    Now please test your step up from INSIDE<\/strong> Twilio. Do NOT proceed further unless you get an SMS on your phone.<\/p>\n\n\n\n

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    24: Please scroll down until you see…<\/strong><\/p>\n\n\n\n

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    <\/p>\n\n\n\n

    PLEASE ENSURE YOUR SEE….<\/strong><\/p>\n\n\n\n

    26: Success message<\/strong><\/p>\n\n\n\n

    27: Code 201 as shown<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    And please confirm you have received an SMS on your mobile<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Step 3: Setup in LeadsHook<\/h3>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Please copy and paste your credentials as shown below…<\/strong><\/p>\n\n\n\n

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    Confirm the Account Balance matches. This confirms you have successfully added your SMS connection…<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Add the SMS Notification Node…<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Select the Messaging Service and Integration you setup at Twilio…<\/strong><\/p>\n\n\n\n

    39: you can add a mobile\/phone custom field here…<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Or enter a phone number with a + and country code…<\/strong><\/p>\n\n\n\n

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    Publish and testing your decision tree…<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Now go to Leads and confirm the API Request and Response as shown below…<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    You have successfully integrated SMS Notifications. To reuse the integration simple repeat STEPS 35 to 40.<\/strong><\/p>\n\n\n\n

    OPTIONAL SETTING: Alphanumeric Sender ID<\/h2>\n\n\n\n

    In case you want to use a descriptive name (instead of a phone number), such as your product or business name, then you can use this additional setting. Your SMS will arrive with your business name as shown below…<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Step 1: Inside Twilio, ensure your Alphanumeric Sender ID is set to ‘ENABLED’<\/h3>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Step 2: Inside LeadsHook, Open your SMS Notification Node and set it up as follows. <\/h3>\n\n\n\n

    Please following these formatting requirements…<\/p>\n\n\n\n

    Alphanumeric Sender IDs can contain up to 11 characters from the following categories:<\/em><\/p>\n\n\n\n