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CommunicationAPI KeyBYOK

Twilio + Coeffection

Make and receive phone calls, send SMS messages, and manage voice communications directly from your CRM.

Click-to-callSMS messagingCall recordingVoicemail

Everything you get with Twilio

10 powerful features, seamlessly integrated

Twilio Voice
SJ

Sarah Johnson

Acme Corp — VP of Sales

Connected

02:34

1

Click-to-Call

Call any contact directly from their record with one click. Calls are made through your browser using WebRTC.

Lead InboxLive
SM
Sarah Mitchell
properties
NEW
JP
James Park
signups
NEW
LT
Lena Torres
inquiries
2

Power Dialer

Load a list of contacts and auto-dial through them in sequence. Track dispositions and skip contacts on the fly.

Schema Discovery
leads12 colstable
active_deals8 colsview
contacts15 colstable
3 sources detected
3

SMS & MMS Messaging

Send and receive text messages from contact records. Supports MMS attachments and multi-segment messages up to 1,600 characters.

Connect
Project URL
https://xyz.supabase.co
API Key
eyJhbG...••••••
Connected
4

WhatsApp Business

Send WhatsApp messages using approved templates for business-initiated conversations. Manage active sessions.

Setup Wizard
1
2
3
4
Entity Type
Lead
Pipeline
Sales Pipeline
5

Call Recording & Transcription

Automatically record calls with one-click playback. AI transcription with speaker identification and sentiment analysis.

Review Lead
SM
Sarah Mitchell
sarah@acmecorp.com
6

IVR Builder

Build interactive voice menus with a visual drag-and-drop editor. Route callers by keypress, time of day, or business hours.

Field Mapping
full_nameName
email_addressEmail
phone_numPhone
created_atCreated
7

Voicemail & Missed Call Alerts

Automatic voicemail when calls go unanswered. Missed call badges and real-time alert notifications.

Dropbox
Acme Corp
Project-001
Proposal.pdf2.1 MB
Contract.pdfSigned
8

Call Queue & Supervisor Dashboard

Queue inbound calls for the next available rep. Supervisors can monitor, whisper, or barge into live calls.

Drag files here or browse
PDF, DOC, JPG up to 25MB
Permit-Application.pdf3.2 MB
9

Screen Pop

When an inbound call arrives, a popup shows the caller's contact info, recent activities, and open opportunities.

Access
CH
Craig H.Admin
CS
Candy S.Member
JB
Josh B.Owner
10

Call Analytics

Dashboard widgets with call volume trends, disposition breakdown, busiest hours heatmap, and rep leaderboard.

Linked Files3 files
Proposal_v2.pdfApproved
Floor-Plan.dwgPending
Photo-001.jpgUploaded

Setup in minutes

Bring your own API key — connect and go

  1. 1

    Go to twilio.com and create a free account (no credit card required for trial).

  2. 2

    Verify your email address and phone number during onboarding.

  3. 3

    From the Twilio Console dashboard, copy your Account SID and Auth Token.

  4. 4

    Navigate to Phone Numbers > Buy a Number and purchase a phone number with Voice and SMS capabilities.

  5. 5

    Return to Coeffection, click Connect on this card, and paste your Account SID, Auth Token, and Twilio phone number.

  6. 6

    Test the connection to verify everything is working.

Bring Your Own API Key

Connect Twilio using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.

API Key

Paste your API key from the provider dashboard. Keys are encrypted at rest and never leave your tenant.

Your Keys, Your Control

Credentials never leave your tenant. Encrypted at rest with AES-256.

Zero Markup

Pay the provider directly at their published rates. No Coeffection surcharge.

Enterprise Security

SOC 2 compliant credential storage with automatic key rotation support.

Ready to close more deals?

Join thousands of sales teams using Coeffection to streamline their pipeline and automate quote-to-cash.