Twilio
LiveAPI KeyCommunication
Send SMS and WhatsApp alerts to your team when high-value companies visit your site. With Twilio, ClearView can notify you instantly via text message, ensuring you never miss a hot lead even when you are away from your desk.
What Gets Synced
SMS notifications
Text messages with company details and lead score
WhatsApp messages
Optional WhatsApp delivery using Twilio WhatsApp API
Company summary
Company name, domain, industry, and lead classification
Dashboard link
Short link to view company in ClearView
Supported Events
| Event | Trigger | Action |
|---|---|---|
company.identified | A new company is identified | Send SMS with company details |
lead.hot | A lead reaches hot score threshold | Send urgent SMS alert for hot lead |
Prerequisites
- A Twilio account (free trial works for testing)
- A Twilio phone number capable of sending SMS
- Your Account SID and Auth Token from the Twilio console
- ClearView tracking script installed on your site
Setup Guide
Sign up for Twilio
Go to twilio.com and create an account if you do not have one already. Twilio offers a free trial with credit that is sufficient for testing the integration.
Get your Account SID and Auth Token
After signing in, you will land on the Twilio Console dashboard. Your Account SID and Auth Token are displayed prominently on the main page. Click the eye icon to reveal the Auth Token, then copy both values.
Get a Twilio phone number
If you do not have a phone number yet, go to Phone Numbers > Manage > Buy a Number. Select a number with SMS capabilities. If you already have a number, go to Phone Numbers > Manage > Active Numbers and copy it.
Phone number format
+15551234567. Include the country code with the + prefix.Configure in ClearView
In your ClearView dashboard, go to Settings > Integrations. Find Twilio and click Connect. Enter all four required fields.
Required Fields
ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx+15551234567+15559876543Test the connection
Click the "Test" button to send a sample SMS. You should receive a test text message on the configured "To Number" within a few seconds.
Trial account limitations
Data Mapping
| ClearView Field | SMS Content | Example |
|---|---|---|
| Company name | First line of message | Acme Corp |
| Domain | Included in body | acmecorp.com |
| Lead score | Score with classification | 85 (Hot) |
| Industry | Included in body | SaaS |
Example SMS Format
When a company is identified or reaches hot lead status, ClearView sends an SMS like this:
[ClearView] New company identified Acme Corp (acmecorp.com) Industry: SaaS Lead Score: 85 (Hot) Page: /pricing View: https://app.clearview.com/c/acmecorp
{ "To": "+15559876543", "From": "+15551234567", "Body": "[ClearView] New company identified\n\nAcme Corp (acmecorp.com)\nIndustry: SaaS\nLead Score: 85 (Hot)\nPage: /pricing\n\nView: https://app.clearview.com/c/acmecorp"}Troubleshooting
"Invalid credentials" error
Double-check that your Account SID starts with AC and is 34 characters long. The Auth Token is 32 characters. Make sure you are copying from the Twilio Console dashboard, not from a subaccount.
SMS not delivered
On trial accounts, you can only send to verified numbers. Go to Twilio Console > Phone Numbers > Verified Caller IDs and add the recipient number. Also verify your account has sufficient balance.
"Invalid phone number" error
Both the From and To numbers must be in E.164 format with the country code prefix (e.g. +15551234567). The From number must be a Twilio phone number you own.
High SMS costs
If you are receiving too many SMS notifications, consider enabling only the lead.hot event to limit messages to high-value visitors only. You can adjust this under Settings > Integrations > Twilio > Events in ClearView.
Need help?
If you are having trouble setting up the Twilio integration, our team is here to help.