Connect Twilio and Wise Agent CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Twilio and Wise Agent CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create or update Wise Agent CRM leads/contacts from new Twilio sms messages
Details
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Twilio + Wise Agent CRM

Create or update Wise Agent CRM leads/contacts from new Twilio sms messages

Details

Try it

Twilio + Wise Agent CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Twilio with Wise Agent CRM - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Get Lead/Contact by ID" in Wise Agent CRM.

You’re connected!

Zapier seamlessly connects Twilio and Wise Agent CRM, 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.

New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
Try It
New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
Try It
New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
Try It
- From Number
  Required
- To_number
  Required
- Message
  Required
- Voice
- Language
- Send Digits
Action
Write
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
- Send Large Messages?
Action
Write

- Webhook Type
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
Action
Write

- Instructions_copy
Trigger
Instant
Try It
- To Number
  Required
- Apply US Prefix
Trigger
Polling
Try It
- To Number
  Required
Trigger
Polling
Try It
- Help Text
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact/Lead ID
  Required
Action
Write

For AI agents & developers

Use Twilio and Wise Agent CRM with AI agents and code

Beyond Zap workflows. Call Twilio and Wise Agent CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Twilio and Wise Agent CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Call Phone
Get Lead/Contact by ID

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Twilio and Wise Agent CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* twilio / wise-agent-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Twilio and Wise Agent CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Twilio on the Zapier blog

Make work flow with AI

Level up your Twilio to Wise Agent CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Twilio

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

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

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About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Connect Twilio and Wise Agent CRM to power AI-driven automation

Launch your first automated workflow

Create or update Wise Agent CRM leads/contacts from new Twilio sms messages

Create or update Wise Agent CRM leads/contacts from new Twilio sms messages

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Twilio and Wise Agent CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Twilio and Wise Agent CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Twilio on the Zapier blog

6 ways to automate Twilio with Zapier

Make work flow with AI

Connect Twilio to Wise Agent CRM on the world's largest no-code automation platform