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Help & Documentation

Quick reference guide for setting up and using the CRM ↔ Telnyx Bridge

⚠️ Critical: Configure Telnyx Webhook

This step is required for inbound messages to work. Without configuring the webhook in Telnyx, messages sent to your Telnyx number won't be forwarded to your CRM.

Steps:

  1. Go to Telnyx Dashboard → Messaging → Messaging Profiles
  2. Select your messaging profile
  3. Click the "Inbound" tab
  4. Set Webhook URL to:
https://bridge.scaleautomatically.com/api/telnyx/inbound

💡 A video walkthrough is available to guide you through this process.

Complete Setup Guide

  1. 1.
    Sign up and connect your CRM location

    Create an account, then connect your CRM location via OAuth

  2. 2.
    Configure Telnyx Webhook (Required)

    Critical: Go to Telnyx Dashboard → Messaging → Messaging Profiles → Select your profile → Inbound tab

    Webhook URL: https://bridge.scaleautomatically.com/api/telnyx/inbound

    This is required for inbound messages to work. Without this, you won't receive SMS messages in your CRM.

  3. 3.
    Configure your Telnyx settings

    Add your messaging profile ID, phone number mappings, and default sender in Settings

  4. 4.
    Complete A2P 10DLC registration (US only)

    Required for sending SMS to US numbers. Go to Telnyx Dashboard → Regulatory → A2P 10DLC

Webhook URLs

Telnyx Inbound:
https://bridge.scaleautomatically.com/api/telnyx/inbound
CRM Delivery URL:
https://bridge.scaleautomatically.com/api/crm/provider-outbound

Common Issues

Inbound messages not appearing in your CRM?

Check that Telnyx webhook is configured. Go to Telnyx Dashboard → Messaging Profiles → Inbound tab and verify the webhook URL is set.

Messages not sending?

For US numbers: Check A2P 10DLC registration status in Telnyx dashboard. For international: Verify number mappings are configured, one mapped Telnyx number is selected as the default sender, and numbers are in E.164 format.

Account not found?

Complete the OAuth flow to connect your account. Make sure you're logged in before connecting your CRM.

No number mapping?

Add a phone number mapping in Settings, then choose a default sender. The Telnyx number must be associated with your messaging profile.

Sending SMS via Workflow Webhook

Use one required destination field: to_phone. Set it to {{contact.phone}}, {{user.phone}}, or a hardcoded phone number. The bridge reads the standard CRM location context automatically, resolves or creates a CRM contact from the destination number, and logs the SMS to that contact's Conversations thread.

Workflow Webhook setup:

KeyValueNotes
messageYour message textRequired. Supports merge fields.
telnyx_number+15555555555Optional advanced override. Normal CRM setup uses your default sender from Settings.
to_phone{{contact.phone}}Required recipient phone. Also supports {{user.phone}} or a hardcoded number. Accepts E.164, 10-digit, or 11-digit US formats.

Webhook URL:

https://bridge.scaleautomatically.com/api/webhook/send-sms

Accepted formats (dummy US sample): +15555555555, 15555555555, 5555555555, 555-555-5555.

Important: A2P 10DLC Registration (US Only)

For US messaging, A2P 10DLC registration is required. Go to Telnyx Dashboard → Regulatory → A2P 10DLC to register your brand and campaign. This process can take 1-3 business days.
Note: International numbers (outside US) do not require A2P 10DLC registration.