SMS Guide: Integrating Twilio or Telnyx with Lead Sherpa

In this guide, we'll walk you through integrating your Twilio or Telnyx account with your Lead Sherpa account.

Resources

→ SMS Guide: Twilio

→ SMS Guide: Telnyx

→ Attaching your 10 DLC Campaign to Numbers in Twilio

→ Subscription Pricing

Prerequisites

• You have established a business entity with an EIN and have the exact, accurate business name, address, and entity type available.
• You have published a website with a clear description of what you do (purchase homes) and an opt-in form with name, property address, phone number, and SMS consent checkboxes that are optional and unchecked by default. See Requirements for using Lead Sherpa.
• You have created a Twilio or Telnyx account, and your 10DLC campaign is approved.

Planning to send text messages? Stay on the Free plan for now

Keep your account on the Free plan until your 10DLC campaign is approved. If you subscribe to a paid plan before that, SMS won't work yet and the subscription isn't refunded. The only exception is if you want to use the skip traces included in a paid plan, since skip tracing doesn't need 10DLC.

Step 1: Set up SMS

If you are new to the Lead Sherpa system or have never used Twilio or Telnyx, follow the steps on the screen to set up SMS.

• Select the best plan for you and click Continue.

• Add your preferred payment method and click Confirm. Then add the information for your Phone Connection.

Step 2: Add a phone connection

Once you've set up your SMS account, you can also go to Phone Number Manager → Phone Connections → New Phone Connection. If you have never linked a Twilio or Telnyx account to your Lead Sherpa account, log in to your Twilio or Telnyx account and carefully copy the right information to your Lead Sherpa account. Then click Connect Phone Connection.

If you have linked a Twilio or Telnyx account in the past, add the credentials and select one of the following options:

• Refresh Connections: if you have already linked your account to Lead Sherpa and your connection information has not changed.
• Update Credentials: if you have a new account or are integrating a new account.

Step 3: Create your markets

Next, the system reviews all of your numbers and determines which can be formed into markets. Check the box next to any area code you want to convert into a market. After choosing your market, click Submit.

Step 4: Start messaging

Continue the account setup process, if required, then create a campaign, push prospects in, and start messaging. See How To Start A New Campaign.

Questions? Email support@leadsherpa.com.