Using Client's Twilio Account in GoHighLevel

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GoHighLevel & Twilio Integration: A Guide

This table of contents outlines the process of connecting a client's existing Twilio account to their GoHighLevel location, focusing on the best practices and steps involved.

Source 1: How to use the client's own Twilio account for the location? (GoHighLevel Support Portal)

• Accessing GoHighLevel Phone System Settings: Instructions on navigating to the relevant section within GoHighLevel to manage Twilio integration.
• Updating or Removing Existing Twilio Credentials: Steps for modifying existing Twilio connections if a SID is already present.
• Integrating with a Twilio Subaccount: Guidance on directly using the client's subaccount credentials.
• Integrating with a Twilio Master Account: Explanation of why subaccounts are preferred and a link to instructions for creating a new subaccount within Twilio.
• Transferring Existing Numbers: A link to Twilio support for assistance with moving numbers from a master account to a subaccount.

Source 2: Selected Notes 11/21/2024 (Note: HighLevel and Twilio FAQ)

• Using a Client's Existing Twilio Account: A step-by-step guide on how to connect a client's Twilio account, highlighting the difference between using subaccounts and master accounts.
• Creating a Twilio Subaccount: Detailed instructions for creating a new subaccount within the Twilio console.
• Locating Subaccount Credentials: Guidance on finding the Account SID and auth token for the newly created subaccount.
• Moving Numbers from Master Account: Reinforces the need to contact Twilio support for moving existing numbers.
• Rationale for Using Subaccounts: Explanation of the benefits of utilizing subaccounts, including security and organization.
• Understanding Key Terms: Definitions of Twilio SID and auth token, emphasizing the importance of security.
• External Resources: Directs users to Twilio's website for further information and support.

Source 3: Selected Notes 11/21/2024 (Note: Briefing Doc: Using Client's Twilio Account in GoHighLevel)

• Executive Summary: Briefly overviews the document's purpose and the key takeaway regarding utilizing existing Twilio accounts in GoHighLevel.
• Process Overview: Summarizes the steps involved in connecting a client's Twilio account, emphasizing the preference for subaccounts.
• Detailed Steps: Expands on each step in the process: accessing GoHighLevel settings, managing existing credentials, using subaccount or master account credentials, creating a subaccount, and transferring existing numbers.
• Important Considerations: Highlights key points from the process, including security benefits of subaccounts, clear instructions for subaccount creation, and readily available support resources.
• Conclusion: Reiterates the value of this integration process for GoHighLevel users, allowing them to leverage clients' existing phone systems within the platform.

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