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Twilio

Twilio is a Tier 3 (Channel) integration with OAuth authentication. Connect your Twilio account to sync SMS and voice engagement data into Waypath.

Setup

  1. Open Settings > Integrations
  2. Click Connect on Twilio
  3. You will be redirected to Twilio’s OAuth consent screen
  4. Grant Waypath access
  5. You will be redirected back to Waypath

What syncs

Twilio entityWaypath node type
SMS messagesTouchpoint
Voice callsTouchpoint
Channels (SMS, Voice)Channel

Sync behavior

  • Initial backfill: imports recent messaging and call activity
  • Incremental sync: polls for new messages and calls
  • Identity resolution: matches Twilio contacts to existing people via phone number

Outbound voice — use Phonely

Twilio in Waypath is a read-only voice/SMS importer — it pulls historical call and message activity into the graph but does not place outbound calls. For the Prospect and Campaign buddies to dial customers via an AI voice agent, see the Phonely integration. The two coexist: Twilio backfills your historical telephony footprint, Phonely handles new agent-driven outbound calls.


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