SMS messaging via Twilio configuration, templates, and the SMS Messages module.
Last updated 31 August 2026
Overview
SMS is sent through provider configuration (typically Twilio under System Settings → Communications). The SMS Messages module lists sent messages; SMS Templates support categorized transactional content. Automation rules can trigger Send SMS actions when Communication permissions allow.
Screenshot placeholder — capture the live Smart Business 360 screen for: Twilio SMS settings under System Settings → Communications
Twilio SMS settings under System Settings → Communications
Prerequisites
Twilio account with SMS-capable number (when using Twilio)
Administrator access to System Settings → Communications
Communication module permissions for sending
Supported Functionality
Send SMS from CRM/automation (Send SMS action)
SMS Messages index with filters by phone, type, and date
SMS Templates (transactional and other categories as configured)
Provider name stored on messages (e.g., Twilio)
Setup
Open System Settings → Communications.
Under Twilio (SMS & Voice), enter Account SID, Auth Token, and From Phone Number (with country code).
Click Save Twilio Settings.
Confirm the badge shows Configured/Active.
Open SMS Messages to verify outbound messages appear after a test send.
Configuration
Create SMS Templates for reusable transactional text where the app exposes template management.
Link automation rules with action type Send SMS and approved message content.
Message types include Transactional (default) and others shown in the SMS module filters.
Connection Verification
Send a test SMS from an allowed CRM/automation path.
Confirm the message row appears under SMS Messages with provider and timestamp.
Check Leads Inbox thread if the send was tied to a lead conversation.
Usage
Manual or automated SMS from CRM workflows.
Review delivery history in SMS Messages.
Use templates for consistent transactional wording.
Troubleshooting
Pending Setup badge — complete Twilio Account SID, Auth Token, and From number.
Send fails — verify From number format and Twilio account balance.
No permission — Communication module permission required.
Alternative SMS providers are not documented here unless shown in System Settings.
FAQ
Is SMS separate from Twilio setup?
SMS sending uses the Twilio block under System Settings → Communications in the current product UI.
Do automation rules send SMS?
Yes — action type Send SMS when the rule is active and Twilio is configured.
Documentation