• 1. Twilio Setup
    ▼

    • 1.1 Obtain Twilio Credentials

      1. Log in to your Twilio dashboard.
      2. Locate and note your Twilio Account SID and Auth Token.
      1.1 Obtain Twilio Credentials

    • 1.2 Update System Company

      1. Navigate to Admin -> Control Panel -> Client Management.
      2. Edit Company #1 and update the Twilio phone number.
      1.6 Update System Company1.6 Update System Company

  • 2. Mailjet
    ▼

    • 2.1 Obtain Mailjet API Keys

      1. Log in to your Mailjet account.
      2. Locate and note down your API keys.
      2.1 Obtain Mailjet API Keys2.1 Obtain Mailjet API Keys

  • 3. Google Places
    ▼

      1. Visit the Google Cloud Console: https://developers.google.com/maps/documentation/places/web-service/get-api-key
      2. Create a new project or select an existing one.
      3. Enable the Places API for your project.
      4. Generate an API key and note it down.
      3. Google Places

  • 4. OpenAI
    ▼

      1. Log in to your OpenAI account.
      2. Navigate to the API section in your account dashboard.
      3. Look for the option to generate a new API key.
      4. Click on the button or link to create a new key.
      5. Save the generated API key securely.
      4. OpenAI

  • 5. SendGrid Account Setup
    ▼

    • 5.1 Create SendGrid Account

      1. Visit the SendGrid website: https://sendgrid.com/en-us/solutions/email-api
      2. Click on the 'Start for Free' or 'Sign Up' button
      3. Fill in the required information to create your account
      4. Verify your email address
      1.1 Obtain Twilio Credentials

    • 5.2 Choose Email API Plan

      1. Log in to your SendGrid account
      2. Navigate to the pricing page or account settings
      3. Select the Email API product: 50K for $19.95 per month
      4. Complete the subscription process
      1.1 Obtain Twilio Credentials

    • 5.3 Configure Sender Authentication

      1. Go to 'Settings' > 'Sender Authentication'
      2. Choose between Domain Authentication or Single Sender Verification
      3. Follow the steps provided by SendGrid to verify your sending domain or email
      4. Wait for the verification process to complete
      1.1 Obtain Twilio Credentials

    • 5.4 Set Up API Key

      1. In your SendGrid dashboard, go to 'Settings' > 'API Keys'
      2. Click 'Create API Key'
      3. Name your API key (e.g., 'CRM Integration')
      4. Choose the appropriate permissions (usually 'Full Access' for CRM integration)
      5. Copy and securely store the generated API key
      1.1 Obtain Twilio Credentials

    • 5.5 Update CRM Settings

      1. Log in to your CRM
      2. Navigate to the email settings or integration section
      3. Enter your SendGrid API key
      4. Configure the sender email address (must match the authenticated sender)
      5. Save the settings and test the email functionality
      1.1 Obtain Twilio Credentials

  • 6. Sender Domain
    ▼

      1. In your CRM, navigate to Admin -> Email Domain.
      2. Enter your domain name.
      3. Update your DNS records as prompted by the CRM.
      4. Verify the domain through the CRM interface.

  • 7. Optional Settings
    ▼

      1. Go to https://app.mycrmdomain.com/index.php?m=admin -> Settings
      2. Configure the following:
      3. Resource title (website title)
      4. Copyright text
      5. Administrator's e-mail
      6. Optional Settings