HubSpot CRM + Twilio Integrations

HubSpot CRM?

HubSpot CRM is a SaaS based customer relationship management spution that helps businesses to organize their customer data, automate and coordinate marketing activities. HubSpot CRM is used by over 35,000 companies in more than 160 countries.

Twilio is a cloud communications platform that enables software developers to build, scale and operate real-time communication applications. Twilio's application programming interfaces (APIs. can be used to make and receive phone calls, send text messages, and to interact with an IP address.

The integration of HubSpot CRM and Twilio provides another channel for a business to communicate with its customers. When someone calls or sends a text message to the business's Twilio number, the customer service representative can respond using the HubSpot CRM. This integration allows the business to more effectively and efficiently respond to customer inquiries. This integration also allows the business to use the telephony features such as call recording, voice broadcasting, voicemail transcription and call tracking. These features make it possible for the business to turn traditional customer service tasks into automated workflows that reduce the workload on customer service representatives. The integration also enables the business to respond to incoming calls and text messages from its website or other communications channels. This integration frees up a customer service representative from having to switch back and forth between multiple communication channels such as email and phone when responding to a customer inquiry. At the same time, it allows a customer service representative to have all of the customer's contact details before he or she responds to a customer inquiry. This integration also helps the business to track each customer's response history by logging the dates and times that each response was sent, received and read. This information can be used to analyze each customer's response history. For example, if a particular customer has not responded to a business's previous inquiries, this information can help the business identify whether or not some action is needed, such as escalating the case to a manager or sending a reminder email. The integration of HubSpot CRM and Twilio also enables companies to send customized voice messages to any phone number or landline through the use of triggers in HubSpot CRM. The trigger fires when new leads are created, or when an existing lead changes its status, or when an existing lead meets certain conditions such as a specified number of days since its last interaction with the company, etc., and then sends a recorded voice message to the newly created lead or changed lead via Twilio API. This type of integration makes it possible for companies to send voice messages at different points in time during the sales cycle in order to stay top-of-mind with their customers. The integration also increases the likelihood that a call or text message will be picked up by a live person when someone is calling or texting a company's Twilio number. If there is no one available to pick up an incoming phone call or text message, the call or text message will be directed to an audio file that can be listened to later by calling back the phone number/landline or by listening to the message via text message. This type of integration also enables companies to use call recording and voice broadcasting services in conjunction with an automated workflow in HubSpot CRM so that every time someone calls or texts their Twilio number, after a designated amount of time has passed, an automated email will be sent to all of the people assigned to work on this particular case. In addition, this kind of integration makes it possible for companies to listen in on their customers' conversations with their sales representatives. For example, if a sales agent is having a conversation with a potential client over the phone about how they would like their website redesigned, those words can eventually be transcribed into written form using speech-to-text technpogy which can then be automatically added into HubSpot CRM as notes regarding this potential client.

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