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Prerequisites

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  1. Sign in to the targeted Creatio instance (https://www.creatio.com/?lang=en). If you are a new user you can request access to the trial version here – https://www.creatio.com/trial/creatio 

  2. Open the ‘System Designer’ section by clicking the Click on the ‘Gear’ icon (Fig.1) in the top right corner of the application window.
    Fig. 1 Gear icon

     

  3. Go to the ‘Application Management’ section and click Click on the 'Application hub' (Fig. 2) section. A new Tab will be opened
    Fig. 2 Application hub location

    image-20240508-095015.png

  4. Click the ‘New application’ button (Fig. 3), and select the option ‘Marketplace Powered’ to open Creatio Marketplace (Fig. 4).

    Fig. 2 Adding the application from the Installed Applications section

    image-20240508-095149.png


    Fig. 4

    image-20240508-095525.png

  5. Enter the "Twilio Flex" in the search field and click the magnifying glass icon (Fig. 5).

    Fig.5. Searching for Twilio Flex connector

    image-20240508-100155.png

  6. Click on the ‘Twilio Flex Connector’ section (Fig. 6)
    Fig. 6 Twilio Flex Connector

    image-20240508-101909.png

  7. Sign in to Creatio Marketplace and click ‘Install’.

  8. The installation page with the domain name will open. The domain name is predefined if you are signed into Creatio as an admin. Click the ‘Install’ button and you will be taken to the Application Installation page.

  9. Click the ‘Install’ button 

  10. Once you finish installation, the application will appear in the ‘Application hub’.

  11. If after installation you do not see the Calls section in the navigation bar, please configure the workplace according to the following Creatio guide: Set up workplaces