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Quickly connect Twilio to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Twilio with Zoho CRM - 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 "New Phone Number" from Twilio.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
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Zapier seamlessly connects Twilio and Zoho CRM, automating your workflow.
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Frequently Asked Questions about Twilio + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Twilio and Zoho CRM
How do I start integrating Twilio with Zoho CRM?
To begin integrating Twilio with Zoho CRM, you need to create accounts on both platforms if you haven't already. Then, access the Zoho Marketplace and find the Twilio extension. Install it and follow the setup instructions, which will guide you through entering your Twilio account details into Zoho CRM.
What triggers are available with the Twilio and Zoho CRM integration?
The integration allows you to use various triggers such as 'New Incoming SMS', 'New Outgoing SMS', and 'Call Completed'. These can be set up to automatically update your CRM records or alert your team of new communications.
Can I send bulk SMS through this integration?
Yes, you can send bulk SMS by creating a campaign within Zoho CRM. The integration with Twilio enables seamless mass messaging capabilities, which allows you to reach multiple contacts at once directly from Zoho.
How does this integration handle incoming calls in my CRM?
When an incoming call arrives via Twilio, the integration can automatically log the call in Zoho CRM under the related contact's record. It may also trigger workflows like creating follow-up tasks or sending notifications to your sales team.
Is it possible to automate follow-ups after call completion using this integration?
Absolutely, after a call is completed in Twilio, workflows can be triggered in Zoho CRM to automate follow-up tasks such as sending an email acknowledgment to clients or assigning a task to team members for further action.
Does the integration support two-way SMS conversations?
Yes, our integration supports two-way SMS communication. Every message sent or received via Twilio will be documented in Zoho CRM under the respective contact for easy tracking and management of conversations.
What actions can be automated using Twilio and Zoho CRM integration?
Actions such as sending automated replies via SMS when a new lead is added, updating contact records post-call or message exchanges, and triggering alerts for urgent messages can all be automated through this setup.
Practical ways you can use Twilio and Zoho CRM
Send SMS for new Zoho CRM leads
When a new lead is added in Zoho CRM, Zapier triggers Twilio to automatically send an SMS to the lead. This reduces manual effort and ensures immediate communication for better lead engagement.
Business Owner
Track SMS transcriptions in Zoho
When a new SMS transcription is available in Twilio, Zapier automatically adds it as an entry in Zoho CRM. This centralizes important text-based communication and simplifies record-keeping for auditing or analytics.
ITNotifying team via SMS about Zoho CRM updates
When a marketing campaign lead is updated in Zoho CRM, Zapier triggers Twilio to send an SMS alert to the marketing team. This allows faster internal communication and better alignment when nurturing leads.
Marketing & Marketing OpsSupported 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.
- New Phone Number
Triggers when you add a new phone number.
Try ItTriggerPolling - New Recording
Triggers when a new recording is available on your account.
Try ItTriggerPolling - New Transcription
Triggers when a new transcription is available on your account.
Try ItTriggerPolling - From NumberRequired
- To NumberRequired
- MessageRequired
- Voice
- Language
- Send Digits
ActionWrite
- Instructions_copy
Try ItTriggerInstant- To NumberRequired
- Apply US Prefix
Try ItTriggerPolling- To NumberRequired
Try ItTriggerPolling- Help Text
- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media_url
ActionWrite
