Twilio Integration
Integrate Twilio with AgencyPro to send SMS reminders, voice call notifications, and WhatsApp messages to clients automatically. Trigger payment reminders, appointment confirmations, and project milestone alerts over SMS or voice — channels clients check more reliably than email.
Why Connect Twilio with AgencyPro?
Email open rates are 20%. SMS open rates are 98%. If you need a client to actually see a message — a payment reminder, an appointment confirmation, an urgent update — SMS or WhatsApp is the right channel. The Twilio integration plugs those channels into AgencyPro's existing workflows. Invoice 3 days overdue? Send an SMS reminder automatically. Client meeting tomorrow? WhatsApp confirmation message. Project milestone hit? Voice call with text-to-speech announcement. For agencies serving clients in regions where messaging apps dominate (Latin America, Asia, Europe), integrating Twilio's SMS and WhatsApp capabilities is often the difference between getting paid on time and chasing payments for weeks.
Key Features
Benefits for Your Agency
How Agencies Use Twilio with AgencyPro
SMS payment reminders for overdue invoices
When an invoice is 3 days overdue, automatically send the client an SMS: "Hi {name}, your invoice for {amount} is past due. Pay here: {link}". Significantly improves on-time payment rates.
WhatsApp appointment confirmations
For agencies with consultative engagements, send WhatsApp confirmations 24 hours before a booked meeting with a Zoom link and agenda — reducing no-show rates dramatically.
Voice call notifications for urgent project updates
For high-touch clients, trigger a voice call with text-to-speech when a critical milestone hits or a blocker appears — ensuring they get the message even if they don't check email or SMS.
How to Set Up Twilio
- Create a Twilio account at twilio.com (free trial with $15 credit)
- Purchase a Twilio phone number (for SMS/voice) or register a WhatsApp sender
- Copy your Twilio Account SID and Auth Token from the Twilio console
- In AgencyPro, go to Settings → Integrations → Twilio
- Paste your Twilio credentials and select which phone number to use
- Configure notification rules — which AgencyPro events trigger SMS, voice, or WhatsApp messages
Frequently Asked Questions
How much does Twilio cost?
Twilio charges per message. SMS is ~$0.0079 per message in the US, voice is ~$0.014 per minute, WhatsApp conversation sessions are ~$0.005-0.01. For most agencies, total monthly costs are $10-50 depending on volume.
Do I need a separate phone number for business SMS?
Yes. Twilio provides local or toll-free numbers ($1-2/month). For higher volume or branded messaging, you can use short codes or Alphanumeric Sender ID (in supported countries).
Can clients reply to SMS messages?
Yes. Two-way SMS is supported. Replies can be routed to your team via email, Slack, or into the AgencyPro inbox for response. This enables lightweight client conversations without email.
Does WhatsApp require special setup?
Yes. WhatsApp via Twilio requires registering a WhatsApp sender (a Facebook Business verification process, typically 2-5 days). Once approved, you can send WhatsApp messages from your business number using the Twilio API.
Is this compliant with SMS regulations like TCPA?
You're responsible for compliance. AgencyPro includes opt-in and opt-out handling (STOP keyword support), but you must ensure clients have consented to receive SMS marketing or transactional messages before enrolling them.
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Ready to Get Started?
Connect Twilio with AgencyPro and streamline your workflow today.