Salesmate + Twilio

Send sms via Twilio for every new contact in Salesmate

When a new contact is added to your Salesmate, this workflow promptly sends a SMS through Twilio to your selected number sharing the details. This process ensures you stay instantly updated on all new contacts without having to constantly check your Salesmate manually. Turn your communication into a streamlined procedure with this efficient interaction between Salesmate and Twilio.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Send SMS
Send a SMS to a number or numbers.
ActionWrite

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Supported triggers and actions

What does this mean?

New User
Triggers when a new user created.
Trigger
Scheduled
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It

- Select ModuleRequired
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It

Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select ModuleRequired
Trigger
Instant
Try It
- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write
New Phone Number
Triggered when you add a new phone number.
Trigger
Scheduled
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New Recording
Triggered when a new recording is available on your account.
Trigger
Scheduled
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New Transcription
Triggered when a new transcription is available on your account.
Trigger
Scheduled
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- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
- Send Large Messages?
Action
Write

New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
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New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
Try It
- Select ModuleRequired
Trigger
Scheduled
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or write
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Twilio

An easy tool for developers to send and receive SMS and voice calls.

Learn more Help

Related categories

Phone & SMS

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Salesmate + Twilio

Send sms via Twilio for every new contact in Salesmate

New User

New Activity

New Company

New Contact

New Deal

New Custom Module Record

Update Activity

Update Contact

Update Custom Module Record

Select ModuleRequired

Add Note

Module NameRequired

Object IdRequired

Note

Create Activity

Teammates

Participants

Create Contact

Create Custom Module Record

Select ModuleRequired

Update Activity

Enter the Activity IdRequired

Teammates

Participants

Update Contact

Enter the Contact IdRequired

Update Deal

Enter the Deal IdRequired

Teammates

Participants

Update Custom Module Record

Select ModuleRequired

Enter the Record IdRequired

Search for Total Rows in Company

Search for Total Rows in Deal

Search Activity

Search Contact

Search Record

Select ModuleRequired

Search or Create Company

Search or Create Deal

Search User

NameRequired

Find or Create a Company

Find or Create a Deal

Teammates

Participants

New Phone Number

New Recording

New Transcription

Send SMS

From NumberRequired

Alphanumeric Sender ID

To NumberRequired

MessageRequired

Media Url

Send Large Messages?

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

New Custom Module Record Note

Select ModuleRequired

Update Company

Update Deal

Add Note for Custom Module

Select ModuleRequired

Object IdRequired

Note

Add New User

Create Company

Create Deal