We have added Plivo app to Bitrix24 marketplace, which means you can now send text messages via Bitrix24 automation rules. The app is entirely free, but you’ll need to register a Plivo account and will be paying for bulk messaging directly to Plivo according to set rates.
How To Create A Plivo Account
You will receive a registration confirmation email with a link to Activate Your Account, click on it to verify:
Then you need to verify your phone number:
- confirm your phone number and click on send verification code
- enter the verification code from your phone & click verify now
After successful phone number verification you can go inside your new Plivo Account! Please note that after registration you may use Plivo Free Trial that may have several limitations in comparison with commercial plans.
How To Install Plivo App For Bitrix24Install the Plivo application from the Bitrix24 marketplace: go to Applications section inside your account, use Search to find Plivo, open Plivo app & click on Install:
Add your Plivo Auth-token, AuthID and SenderID or outbound phone number to send SMS. Obtain token and IDs from your Plivo account settings.
When successful, you'll see Integration In Active status on the right. Send a Test Sms for verification.
Specify the phone number to send a test SMS to. Leave the default message or enter your own (up to 120 characters).
How To Use Plivo Integration In Bitrix24
Plivo integration can be found in CRM. Open lead, contact, company or deal & go to SMS activity. Here you can send an sms via selected provider (Twilio integration is also available).
For leads & deals sms messaging can be automated with the help of Automation Rules. Go to Automation section > select status & click on configure automation rules > add rules > client communication > Send sms:
Select provider to send sms to client: