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Twilio + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Twilio + Apptivo

  • Twilio Apptivo

    Twilio + Apptivo

    Add Employee in apptivo when New Recording is created in Twilio Read More...
    Close
    When this happens...
    Twilio New Recording
     
    Then do this...
    Apptivo Add Employee
  • Twilio Apptivo

    Twilio + Apptivo

    Create Lead to apptivo from New Recording in Twilio Read More...
    Close
    When this happens...
    Twilio New Recording
     
    Then do this...
    Apptivo Create Lead
  • Twilio Apptivo

    Twilio + Apptivo

    Create Opportunity to apptivo from New Recording in Twilio Read More...
    Close
    When this happens...
    Twilio New Recording
     
    Then do this...
    Apptivo Create Opportunity
  • Twilio Apptivo

    Twilio + Apptivo

    Create Case to apptivo from New Recording in Twilio Read More...
    Close
    When this happens...
    Twilio New Recording
     
    Then do this...
    Apptivo Create Case
  • Twilio Apptivo

    Twilio + Apptivo

    Create Contact to apptivo from New Recording in Twilio Read More...
    Close
    When this happens...
    Twilio New Recording
     
    Then do this...
    Apptivo Create Contact
  • Twilio {{item.actionAppName}}

    Twilio + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Twilio + Apptivo in easier way

It's easy to connect Twilio + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Twilio & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Twilio and Apptivo

Twilio

Twilio is a cloud communications API that enables the ability to call, message, and interact with just about anything over the phone, SMS, or web.

Apptivo

Apptivo is a CRM for small businesses. Unlike traditional CRMs, Apptivo is SaaS based and provides its users with an easy-to-use top to build relationships with customers via email. It also comes with the ability to provide the customer support team with the ability to view support tickets in real time.

Integration of Twilio and Apptivo

One of the most common problems that small businesses face today is providing their customers with support via email or phone. With Apptivo’s web-based customer relationship management (CRM. system, you can build relationships with your customers in an intuitive way. The app also comes with inbuilt customer support features, so you can easily provide your clients with the necessary help when they need it. However, there are times when you need to communicate with your clients outside of Apptivo’s platform. This is where Twilio comes in handy. Twilio allows you to send text messages, make calls, and integrate your app with just about anything. This means that you can send an SMS when someone signs up to your website or when they purchase something from your store. You can even call them if needed. With a simple API integration, you can leverage the power of Twilio and let it sync with your Apptivo data. This will allow you to create a complete customer experience inside and outside of your app without compromising on any of the benefits. It will also allow you to better manage your customer service operations and enable you to get more revenue from existing clients. For instance, if a customer signs up on your website but doesn’t want to pay by credit card, you can automatically send them a text message asking them to go ahead and make payment using their credit card instead. If they don’t respond within a certain number of days, you can send a reminder text message asking them to go ahead and make payment. Even if they never respond back, you can use the number that they signed up using to send a text message announcing a special discount on a product that they have been looking at earlier. With some basic programming skills, you can create an automated system that can handle all these things without requiring any more manual intervention on your part. In addition to this, you can also use this platform to create a cop chatbot for your business. This chatbot can be used by your clients to get answers to all their questions from one place on their mobile phones, which makes it easier for them to find what they need and perform tasks like making payments and signing up for new services on your website. If your clients still prefer calling in for help every once in a while, then you can use Twilio’s voice API to give them a personalized experience when they do so. For example, if your client calls in with a question about their account, you can use Twilio’s call recording API to record the call and transcribe it for further analysis. You can then send the transcribed version of the audio file back to them via SMS or email or even play it back via their phone in real time if they want. The possibilities here are endless and will allow you to create a completely personalized experience for your clients irrespective of how they choose to reach out to you.

Benefits of Integration of Twilio and Apptivo

The process to integrate Twilio and Apptivo 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.