Why You Can't Delete a Twilio Subaccount from the Highlevel?
If your Chat To Clients CRM account uses an externally managed Twilio account, you cannot permanently close that Twilio subaccount from the Chat To Clients CRM interface. The Twilio subaccount remains controlled through your Twilio account, so final closure must be completed in Twilio. Before closing it, confirm whether you need to keep any phone numbers, recordings, voicemails, or other phone-system assets, because closing the wrong account too early can interrupt migration or cause permanent data loss.
TABLE OF CONTENTS
- What is an Externally Managed Twilio Subaccount?
- Key Considerations Before Closing a Twilio Subaccount
- Determine What You Actually Want to Remove or Move
- Before You Close an External Twilio Subaccount
- How To Close an External Twilio Subaccount
- Frequently Asked Questions
What is an Externally Managed Twilio Subaccount?
An externally managed Twilio subaccount is a Twilio account object that belongs to your own Twilio account rather than Chat To Clients CRM's Chat To Clients Phone environment. Chat To Clients CRM can use that Twilio connection for calling and messaging, but permanent Twilio account management remains under the control of the Twilio account owner.
This is different from a Chat To Clients CRM sub-account, also called a location.
- Chat To Clients CRM sub-account/location: A business or client account inside your Chat To Clients CRM agency.
- Twilio subaccount: An account managed within Twilio that can contain phone numbers and telephony configuration.
Deleting a Chat To Clients CRM location and closing a Twilio subaccount are separate actions with different consequences. Chat To Clients CRM location deletion has its own workflow and 24-hour reversal period, while closing an externally managed Twilio subaccount is handled in Twilio.
Key Considerations Before Closing a Twilio Subaccount
Closing a Twilio subaccount can affect phone numbers, historical phone assets, and migrations that are still in progress. Confirm what you actually want to remove before taking a permanent action.
- Confirm the account type: Make sure you are trying to close a Twilio subaccount rather than delete a Chat To Clients CRM location.
- Protect phone numbers you need: Move or migrate any phone numbers you want to keep before closing the Twilio subaccount.
- Preserve historical assets: Download recordings or voicemails you need before losing access to the original Twilio environment.
- Review messaging compliance: A2P and other phone-system registrations may need to be completed again after migration.
- Avoid unnecessary closure: Removing one phone number does not require closing the entire Twilio subaccount.
- Treat closure as permanent: Only close the Twilio subaccount after confirming that its remaining assets are no longer needed.
Chat To Clients CRM's migration guidance specifically warns against deleting, releasing, disabling, or disconnecting phone numbers while a migration is in progress unless instructed to do so.
Determine What You Actually Want to Remove or Move
Several different tasks can appear to be a “delete Twilio” problem even though they require different workflows. Identifying the intended outcome first helps prevent unnecessary service interruption or number loss.
Delete a Chat To Clients CRM Sub-Account or Location
If your goal is to remove the entire Chat To Clients CRM business/location, use the Chat To Clients CRM sub-account deletion process instead of closing a Twilio subaccount.
Chat To Clients CRM locations are deleted from Agency View and include a 24-hour reversal period before deletion becomes permanent.
Remove a Single Phone Number
If you only want to remove one phone number, you generally do not need to close the entire Twilio subaccount.
Chat To Clients CRM provides a separate process for removing applicable Twilio-connected phone numbers from a sub-account. Releasing a number is permanent and can make that number available for another customer to purchase, so confirm that you no longer need it first.
Move a Number to Another Chat To Clients CRM Sub-Account
If you want to keep the number but assign it to another Chat To Clients CRM sub-account, use the appropriate number-move process.
Chat To Clients CRM's Move Numbers tool supports eligible moves within the same agency, including:
Chat To Clients Phone → Chat To Clients Phone
Twilio → Twilio when both sub-accounts use the same Master Twilio account
Different account structures or provider changes require a different migration path.
Move from Twilio to Chat To Clients Phone
If your goal is to stop using your own Twilio account and move to Chat To Clients Phone, migrate the numbers and applicable sub-account configuration first.
Do not close the Twilio subaccount before the migration is complete.
Chat To Clients CRM now supports migration from an external Twilio account to Chat To Clients Phone, with the existing phone service remaining active while supported migrations are processed.
Permanently Close the External Twilio Subaccount
If you no longer need the Twilio subaccount, its phone numbers, or any remaining data, close it directly from your Twilio account.
Chat To Clients CRM cannot permanently close an externally managed Twilio subaccount on your behalf because that account remains under your Twilio ownership.
Before You Close an External Twilio Subaccount
Reviewing the Twilio subaccount before closure helps prevent the loss of phone numbers and historical assets that do not automatically transfer to another phone environment.
Before closing the Twilio subaccount, review:
Phone numbers you need to retain.
Existing migrations or number transfers.
Historical call recordings.
Voicemails.
Phone routing and number assignments.
Messaging compliance or A2P registrations.
Any workflows or business processes that depend on the existing number.
Preserve Phone Numbers
If you want to keep a phone number, complete the supported migration or move first.
For supported cross-account migrations such as Twilio → Chat To Clients Phone, Chat To Clients CRM Support coordinates the migration. Current Chat To Clients CRM documentation states that users should not manually delete, release, disable, or disconnect the number while the move is in progress.
Preserve Recordings and Voicemails
Historical call recordings and voicemails do not automatically transfer from Twilio to Chat To Clients Phone.
Download any recordings or voicemail assets you need before closing the Twilio account or losing access to it.
Review Messaging Registration
When moving from your own Twilio account to Chat To Clients Phone, applicable A2P 10DLC registration does not automatically migrate.
Affected sub-accounts must complete the applicable registration again through the Chat To Clients CRM Trust Center after moving to Chat To Clients Phone.
Moving from Twilio to Chat To Clients Phone
Migrating to Chat To Clients Phone allows Chat To Clients CRM to manage calling and messaging through its built-in phone system instead of requiring your own third-party Twilio connection. Complete the migration before closing the old Twilio environment so your existing numbers can be preserved.
The current Chat To Clients CRM migration flow is:
Move the agency to Chat To Clients Phone, if it has not already been connected.
Go to Agency Settings → Phone Integration → Sub Account Settings.
Locate the applicable sub-account.
Select Link to Chat To Clients CRM.
Allow the migration to complete.
Confirm that the expected phone numbers appear under Chat To Clients Phone.
Recomplete any applicable messaging registrations.
Test inbound and outbound calling and messaging.
Download any historical Twilio recordings or voicemails that need to be retained.
Close the old Twilio subaccount only after confirming that it is no longer needed.
Existing sub-accounts are not automatically migrated simply because the agency switches to Chat To Clients Phone. They must be linked individually.
How To Close an External Twilio Subaccount
Closing an externally managed Twilio subaccount should be the final step after any required number migrations and data preservation are complete. Because Chat To Clients CRM does not own that external Twilio account, closure must be performed directly in Twilio.
Step 1: Confirm That Nothing Needs to Be Migrated
Before opening Twilio:
Confirm that you no longer need the phone numbers in the subaccount.
Verify that any required number migration or port has completed.
Download recordings or voicemails you want to retain.
Confirm that required phone-system configuration has been recreated elsewhere.
Do not proceed if a phone-number migration is still in progress.
Step 2: Open Your Twilio Account
Sign in to the Twilio account that owns the subaccount.
Open the Subaccounts area.
Locate the subaccount you want to close.
Step 3: Open the Subaccount Options
Locate the applicable Twilio subaccount.
Open its More Options menu.
Select Close Subaccount.
Chat To Clients CRM's existing documentation identifies Close Subaccount as the Twilio-side action used for this process.
Step 4: Confirm the Closure
Review Twilio's closure warning carefully before confirming.
Closing the subaccount is permanent, so complete this step only after verifying that you no longer need its remaining data or telephony assets.
Step 5: Verify Your Chat To Clients CRM Phone Configuration
After closure:
Return to Chat To Clients CRM.
Confirm the intended phone system is active.
Verify that required phone numbers are present.
Test inbound and outbound calling.
Test SMS where applicable.
Confirm phone routing and assignments.
If you migrated to Chat To Clients Phone, also verify applicable messaging compliance or A2P registration before resuming regulated messaging.
Frequently Asked Questions
Q: Is a Twilio subaccount the same as a Chat To Clients CRM sub-account?
No. A Chat To Clients CRM sub-account is a business/location inside your agency. A Twilio subaccount is managed inside a Twilio account and can contain telephony resources. They are separate account structures.
Q: Can Chat To Clients CRM close my externally managed Twilio subaccount?
No. An externally managed Twilio subaccount remains under your Twilio account, so permanent closure must be performed in Twilio.
Q: Does this article apply to Chat To Clients Phone?
No. This article specifically addresses externally managed Twilio subaccounts. Chat To Clients Phone is Chat To Clients CRM's built-in phone system and is managed through Chat To Clients CRM.
Q: Should I close Twilio before migrating my phone numbers to Chat To Clients Phone?
No. Complete the number migration first. Chat To Clients CRM specifically advises against manually deleting, releasing, disabling, or disconnecting numbers while a migration is in progress.
Q: Can I keep my phone number when moving from Twilio to Chat To Clients Phone?
Supported Twilio → Chat To Clients Phone migrations can move eligible numbers into Chat To Clients Phone. Use the appropriate Chat To Clients CRM migration process before closing the old Twilio subaccount.
Q: Do recordings and voicemails move to Chat To Clients Phone automatically?
No. Historical recordings and voicemails remain associated with the previous Twilio account and should be downloaded if you need to retain them.
Q: Can I remove one phone number without closing the whole Twilio subaccount?
Yes. Removing or releasing a phone number is a separate process from closing the Twilio subaccount.
Q: Can I move a phone number to another Chat To Clients CRM sub-account instead?
Yes, in supported scenarios. Chat To Clients CRM's Move Numbers tool supports eligible same-agency moves, while other provider or account combinations use the migration process.
Q: Does A2P registration move automatically from Twilio to Chat To Clients Phone?
No. Applicable A2P 10DLC registrations from the previous Twilio environment must be completed again through Chat To Clients CRM after migration to Chat To Clients Phone.