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Set up your first integration
Quickly connect LeadConnector to Twilio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate LeadConnector with Twilio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Call Phone" in Twilio.
You’re connected!
Zapier seamlessly connects LeadConnector and Twilio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Phone Number
Triggers when you add a new phone number.
Try ItTriggerPolling
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Instructions_copy
Try ItTriggerInstant
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Practical ways you can use LeadConnector and Twilio
Send opportunity updates with SMS notifications
When a stage is updated for an opportunity in LeadConnector, notify relevant team members via an SMS with Twilio. This automation ensures that decision-makers stay informed without needing to log in to track the latest opportunity progress.
Business OwnerNotify marketing team about pipeline updates
When a pipeline stage changes in LeadConnector, Zapier triggers an SMS notification using Twilio to alert the marketing team, helping them stay aligned with sales progress and react faster.
Marketing & Marketing OpsNotify project leads of new task assignments
When a new task is created in LeadConnector, an SMS is sent via Twilio to notify project leads, ensuring they can reallocate resources quickly or adjust schedules for new work.
Project ManagementLearn how to automate LeadConnector on the Zapier blog
Learn how to automate Twilio on the Zapier blog
Frequently Asked Questions about LeadConnector + Twilio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and Twilio
How do I integrate LeadConnector with Twilio?
To integrate LeadConnector with Twilio, you'll need access to both accounts. Start by logging into your LeadConnector account and navigate to the integrations section. Select Twilio from the list of available integrations and follow the on-screen instructions to connect your Twilio account. Ensure you've authorized the connection to get started with defining triggers and actions.
What triggers can I set up in LeadConnector for Twilio integration?
In LeadConnector, you can set up a variety of triggers for your Twilio integration, including notifications for new lead submissions, status updates on existing contacts, or scheduled campaigns that require sending messages through Twilio.
What actions can be automated in Twilio via integration with LeadConnector?
Through the integration, you can automate actions such as sending SMS messages, voice calls, or even updating call statuses as specific events occur in your LeadConnector account.
Are there any prerequisites to setting up an integration between LeadConnector and Twilio?
Before setting up the integration between LeadConnector and Twilio, ensure you have active accounts on both platforms. Additionally, you'll need API access enabled on your Twilio account and administrative permissions on your LeadConnector account to authorize connections.
Can I customize message templates in this integration?
Yes, within our integration platform you can customize message templates that are used by Twilio when triggered by events in LeadConnector. This allows you to maintain consistent messaging tailored to various audience segments.
How do I handle failed messages in the integrated system?
We provide error logs and notifications for any failed messages sent through the integrated system. This allows you to quickly identify issues whether they originate from incorrect data inputs or service disruptions between platforms.
Is there a cost associated with using this integration?
There can be costs associated with using this integration due to transactions processed via Twilio like sent SMS or made calls. It's important to review both our pricing plans and those of Twilio for a clearer understanding of potential expenses.
