This step is for creating a new turboDial account. Don’t follow this step if you were added as a User in an existing turboDial account – skip to the next step.
Video Overview:
When you click the Begin Trial button to register for turboDial you will proceed through the following sequence:
1. Account Owner and Infusionsoft Details
Account Owner Details:
You will provide the name and contact information for the owner of the turboDial account, and also the Infusionsoft Email ID the account owner uses to login to Infusionsoft.
Optional: If a person other than the account owner is performing the turboDial setup steps, then that person’s Infusionsoft Email ID can be entered in the “Second Email” field. That person will have administrative privileges when logged in to turboDial.
You must click “Verify Account” to verify that the account owner’s Infusionsoft ID Email address is not already an owner of a turboDial account.
Infusionsoft Details:
After you verify your account details, you will provide your Infusionsoft details. These items are 1) Your Infusionsoft App name, and 2) your Infusionsoft API Key. This step will be skipped if turboDial already knows these details for you.
Your Infusionsoft App name is the subdomain portion of the address of your Infusionsoft account. For example, if your Infusionsoft account address is http://sd123.infusionsoft.com then your App name is sd123 .
Your Infusionsoft API Key can be found in the Profile menu -> API Settings page. More info on finding it and creating it can be found at this page.
For Keap Pro and Keap Max, you can find your API Key in Settings->API. More info on finding it and creating it can be found at this page.
2. Connect to Twilio
In this step you have two options. If your primary address is outside of North America or the United Kingdom then you must use option B.
Option A: Operate turboDial in a Twilio Connect subaccount
Clicking the button will open a new window to create a new Twilio account or login to your existing Twilio account, and then authorize your turboDial account to use your Twilio account.
Option B: Operate turboDial directly in a Primary Twilio Account
You must install your Twilio account credentials which can be found in your Twilio console. Clicking the button will then authorize your turboDial account to use your Twilio account.
If your primary address is outside of North America or the U.K. then you must use this option B.
Why Twilio?
You can learn more about why you need a Twilio account at this page.
You cannot use a Twilio free trial account with turboDial and if you have a Twilio free trial account you will need to upgrade it and install a payment method.
All members of your team who you eventually authorize to use turboDial will automatically use the same Twilio account.
3. turboDial Account Details
You will receive an email with your turboDial account login credentials. Save this email because you will need these login credentials to manage your turboDial payment methods and to configure some features.
4. turboDial Linker Browser Extension
You will receive an email with instructions for installing the turboDial browser extension, if you haven’t already done so. This extension will place a turboDial asterisk button on every contact and opportunity record, right where you need it to be. Clicking that button will launch and re-focus the turboDial app. Please see the section below on the turboDial Linker extension.
5. Start Using turboDial
At this point your turboDial account is ready and can be used to make calls. Your first step is to validate a Caller ID to use for your calls and once you have a Caller ID you can make a phone call.
6. Upgrading to a Subscription
At this point in the sign-up process you have begun the free 2-week trial of turboDial. You will also receive an email with a link to the order form for upgrading your trial into a paid subscription. If you decide to continue with turboDial then use the link to submit an order before your trial expires.
Also, while in the trial period you will not have access to authorizing additional Users to use turboDial and you will not be able to add any of the optional add-ons. So for those reasons you may choose to upgrade to a subscription before the trial period has ended.