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Step 1: Login to the Zuitte Project Management and CRM area using the nav-bar (Operations->Project Management & CRM) or through the Operations page.

Step 2: Select the SMS dropdown menu (Mail icon) and then 'Settings' from the sidebar located on the left of the screen.


Step 3: In the field provided select your desired API Handler. For this example we will cover using Twillio however, you can also use Nexmo and Routesms and the setup process should be similar.


Step 4: Sign up for a FREE trial using Twillio HERE and follow the on-screen prompts. Once setup you'll be given a unique 'Phone Number', 'Account SID', and 'Auth Token'. Note: This link is an affiliate link. We've teamed up with Twillio to give you an extra $10 account credit so you can get started right away.


Step 5: Enter your Phone Number (Sender ID), Account SID (SID), and Auth Token (Token) in the fields provided in the Zuitte Project Management and CRM app.


Step 6: Test your new connection by sending a single SMS using the 'Send Single SMS' submenu.

Step 7: If everything has been setup correctly you should receive a message successfully sent response from your chosen API Handler. If not please check you credentials and make sure you have the SMS permissions from your API Handler.