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eForma + Twilio

Send Twilio SMS messages when new leads are created in eForma

This integration streamlines your efforts to send a welcome message to your leads. Once active, this Zap will automatically send a custom SMS via Twilio whenever a new lead is created in eForma

This integration streamlines your efforts to send a welcome message to your leads. Once active, this Zap will automatically send a custom SMS via Twilio whenever a new lead is created in eForma

  1. When this happens...
    eFormaeForma
    New Lead

    Triggers when a new Lead is created.

    TriggerScheduled
  2. automatically do this!
    TwilioTwilio
    Send SMS

    Send a SMS to a number or numbers.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • eForma triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
  • Twilio triggers, actions, and search

    New Recording

    Triggered when a new recording is available on your account.

    Trigger
    Scheduled
    Try It
  • Twilio triggers, actions, and search

    New Transcription

    Triggered when a new transcription is available on your account.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone NumberRequired

    • Date of Birth

    • Country

    • SourceRequired

    • Address

    • City

    • Zipcode

    • Staff

    Action
    Write
  • Twilio triggers, actions, and search

    New Call

    Triggered when a call is finished on your Twilio number.

    Trigger
    Instant
    Try It
    • To NumberRequired

    • Apply US Prefix

    Trigger
    Scheduled
    Try It
    • From NumberRequired

    • To NumberRequired

    • MessageRequired

    • Voice

    • Language

    • Send Digits

    Action
    Write
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About eForma

Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.
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Related categories

  • CRM (Customer Relationship Management)

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