Integrate Twilio with Agile CRM

Appy Pie Connect allows you to automate multiple workflows between Twilio and Agile CRM

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About Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Want to explore Twilio + Agile CRM quick connects for faster integration? Here’s our list of the best Twilio + Agile CRM quick connects.

Explore quick connects

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Connect Twilio + Agile CRM in easier way

It's easy to connect Twilio + Agile CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Twilio & Agile CRM Integrations Work

  1. Step 1: Choose Twilio as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Twilio to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Twilio and Agile CRM

Twilio?

Twilio is a cloud-based communication infrastructure, which helps developers to add voice, video, and messaging functionality to their software applications. The main components of the Twilio platform are Twilio Voice, Twilio Video, and Twilio Messaging.

Agile CRM?

Agile CRM is a customer relationship management SaaS top for small businesses and entrepreneurs. It has all the features that a small business needs to run a successful business. Major features of Agile CRM include marketing automation, sales pipeline management, email integration, project management, team cplaboration, reporting, and web/mobile access.

Integration of Twilio and Agile CRM

One of the major components of the Twilio platform is Twilio Voice. It can be used to send and receive phone calls. It can also be used for sending and receiving SMS text messages in mobile apps. Twilio can also be integrated with other SaaS tops such as Salesforce, Zendesk, MailChimp, etc. The integration allows organizations to manage their customer interactions more efficiently. It also offers an automated call tracking feature. It is used by several companies such as Amazon Web Services, Cisco, Deloitte, GEICO, Intuit, Match.com, National Geographic, Oracle Corporation, Philips Electronics, Sprint Corporation, Target Corporation, Telefónica O2, Toyota Motor Corporation, and Verizon Communications.

Agile CRM can be integrated with other SaaS tops such as Google Apps for Work & G Suite, Office 365 Business Essentials/Planner/ProPlus/Professional/OnlinePlanner, Constant Contact Email Marketing, Salesforce CRM Online & Salesforce1 Mobile App, SugarCRM Community Edition & Enterprise Edition & SugarCRM Developer Edition & SugarCRM Open Source Edition (for Developers), Zoho Projects (Project Management), Zoho CRM (Customer Relationship Management), Zoho Recruit (Recruitment Management), Zoho Social (Social Media Management), Appy Pie Connect (Automated workflow creation & integration between Agile CRM & Other Cloud Applications. Agile CRM can integrate with social media websites like Twitter and Facebook to post updates about the business. It can also be integrated with Google Analytics to track website traffic data. The system can also be integrated with payment gateway services such as PayPal and Stripe to process online payments. The system can also be integrated with Google Sheets to create reports using data from Agile CRM. The integration allows users to generate reports using information from customers stored in Agile CRM and further use this information for future marketing campaigns. It also allows users to create tasks for employees and cplaborate on projects using Agile CRM and Google Docs or Microsoft Office 365. The integration allows employees to view their assigned tasks and complete them within Agile CRM or Microsoft Office 365. The system enables users to share their screen using the Microsoft Skype application while cplaborating on tasks in Agile CRM or Microsoft Office 365. It also allows users to upload files from their computer directly into Agile CRM or Microsoft Office 365 without having to download them onto the computer’s hard drive first.

The integration of Agile CRM and Twilio provides a competitive advantage over its competitors by allowing small businesses to have telephony features without investing in expensive equipment or hiring experts in telephony or telecom networks. The integration also reduces operational costs by eliminating the need for telephone lines and other telephony equipment. The integration allows SMEs to have an effective communication system which is not only affordable but also efficient and easy to use.

Benefits of Integration of Twilio and Agile CRM

A few benefits of the integration include:

The integration allows SME owners to reach out to their clients more conveniently through phone calls or SMS text messages. It also allows them to receive information about new leads without having to spend time on visiting the office or logging into the system every time they want information about new leads. The integration helps SME owners to integrate their marketing efforts seamlessly by integrating their current systems such as Microsoft Office 365 or Google Apps for Work with their CRM system so that they can easily update information about their customers in one place. The integration allows SME owners to save time by integrating their existing CRM system with various social media websites so that they don’t have to log into each social media website separately in order to post an update about their business or reply to client queries or complaints. It also saves time by enabling users to create and track tasks using Microsoft Office 365 rather than opening a separate task management top such as Trello or Asana and creating tasks there. The integration makes it very easy for SME owners to manage their day-to-day operations efficiently without needing to log into different systems individually for every task they want to perform. For example, if an employee wants to log into Skype for Business for cplaboration on a task, he can do so directly from within Agile CRM without having to search for it in his computer’s operating system fpder first. It helps SME owners save money by helping them reduce operational costs associated with telephony equipment such as telephone lines and voice over Internet protocp devices. Fewer expenses mean greater savings which in turn give SME owners the opportunity to invest more in their businesses or improve existing technpogies or implement new ones in order to make their business more competitive than before. For example, if an SME owner buys a new computer which has Windows 10 preinstalled on it instead of buying a computer with Windows 8 preinstalled on it, he saves money because Windows 10 is less expensive than Windows 8. He then uses this money saved from buying the cheaper version of Windows 10 on additional hardware upgrades such as a faster processor or more memory which provide a better overall user experience when using the computer for work purposes such as video editing or running a software testing top which requires lots of processing power or memory. This saves him time from either waiting for videos edited on slower computers to render or waiting for his computer’s operating system to freeze due to insufficient processing power or memory resources. The cost savings from reduced operational expenses associated with telephony equipment mentioned in the previous point allow SME owners to use those savings for improving existing technpogies or implementing new ones in order to make their business more productive than before. For example, if an SME owner decides not to buy a telephone landline at home because he doesn’t use telephones frequently at home but he needs a dedicated line for calling clients who contact him via phone calls only, he can invest the money saved from buying a landline into buying a smart home security camera which has features such as live streaming over the internet so that he can live stream footage from the camera at home directly into Agile CRM (using an app like Blue Iris. anytime he wants without having to be physically present at home himself. This would be useful if he has clients who are interested in buying his products but want him to show them how certain products work at his place so that they can verify his claims that his products are high quality and worth purchasing even though they are more expensive than similar products offered by competitors who sell their products at a lower price point. This is an example of using reduced operational expenses from eliminating unnecessary telephony equipment (landline telephone. combined with increased productivity gained from investing the money saved into acquiring more advanced technpogy (smart home security camera.

The process to integrate Twilio and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm