This template starts when Close posts an incoming SMS to a webhook, reads the message in JavaScript, loads the lead in Close, and forwards the text from your Twilio number. Connect Close and Twilio. Put the Twilio Account SID and Auth Token on the Twilio connection. Point Close SMS activities at the webhook URL.
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The scenario starts when Close posts an incoming SMS activity to the webhook URL you set.
JavaScript takes the SMS body, the from-number, and the lead id from the webhook payload.
Close returns the lead so the forwarded text can include the contact name.
Twilio sends the SMS from your Twilio number to the destination you set.
Add a webhook trigger and copy its URL. In Close, send incoming SMS activities to that URL.
Add a Close connection. Load the lead from the id on the webhook payload so the forwarded text can include the name.
Add a Twilio connection with your Account SID and Auth Token. Choose the from-number that will send the SMS, and set the destination phone. Map the JavaScript text. Test with one inbound Close SMS.
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