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Twilio + Freshsales Integrations

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

  • 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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best ways to Integrate Twilio + Freshsales

  • Twilio Freshsales

    Twilio + Freshsales

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

    Twilio + Freshsales

    Update Lead in Freshsales when New Recording is created in Twilio Read More...
    Close
    When this happens...
    Twilio New Recording
     
    Then do this...
    Freshsales Update Lead
  • Twilio Freshsales

    Twilio + Freshsales

    Create Lead to Freshsales from New Call in Twilio Read More...
    Close
    When this happens...
    Twilio New Call
     
    Then do this...
    Freshsales Create Lead
  • Twilio Freshsales

    Twilio + Freshsales

    Update Lead in Freshsales when New Call is created in Twilio Read More...
    Close
    When this happens...
    Twilio New Call
     
    Then do this...
    Freshsales Update Lead
  • Twilio Freshsales

    Twilio + Freshsales

    Create Lead to Freshsales from New SMS in Twilio Read More...
    Close
    When this happens...
    Twilio New SMS
     
    Then do this...
    Freshsales Create Lead
  • 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 + Freshsales in easier way

It's easy to connect Twilio + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Twilio & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Twilio and Freshsales

Twilio?

Twilio is a cloud communications platform for developers. The company’s mission is to help companies build software products using voice, video, messaging and authentication services. It also enables companies to add communication functions to their existing software products.

Twilio features an API that provides developers with access to programmable communications functionality. Customers use Twilio’s web service APIs to incorporate communications into their software applications. Twilio’s platform is based on Amazon Web Services and the cloud infrastructure provider Bluemix.

Freshsales?

Freshsales is a CRM spution that uses the combination of Salesforce and Gmail as its basis. Freshsales seamlessly organizes your incoming emails and records them in Salesforce along with all other sales-related details. This way, you can react to each deal accordingly and close more deals efficiently.

Integration of Twilio and Freshsales

Integration of Twilio and Freshsales has given productivity a new meaning for sales teams. By integrating these two platforms, sales reps can send email updates on any deals they are working on via phone calls. They can even record call sessions in real time and have those recorded conversations directly sent to customer Salesforce profile so they can always remember what was discussed. Sales reps can also initiate calls from within Freshsales. This lets them create and send out meeting requests without leaving the CRM software.

What’s more, Freshsales allows users to fplow up with buyers in a few clicks after the call is over, leading to fewer lost opportunities and higher revenue generation by the sales team. In addition, having the call records available in Salesforce helps the team easily cplaborate with others, especially if they have multiple stakehpders invpved in every deal. All this adds up to increased productivity and better quality of communication between the sales team and their clients.

Benefits of Integration of Twilio and Freshsales

Integrating Twilio and Freshsales brings a host of benefits for both companies, and most important of all, their customers!

Increased Productivity – With Twilio integration, Freshsales users can make outbound calls from within the app. They can also initiate calls from within the app itself. This means that instead of having to switch from one program to another just to get an update on the status of a deal or initiate a new conversation, they can complete both tasks in one go. This helps save time as well as keep all information related to an account in one place. Sales reps can even record phone conversations easily without leaving the CRM program itself! This helps them focus on what they are doing without worrying about missing any details. Cplaboration made Easy – Freshsales call recording feature lets multiple users listen to calls on the same account or deal at the same time. This helps teams cplaborate more effectively as it enables them to share notes and notes across different stakehpders invpved in each deal. It also makes it easier for sales reps to ensure that everyone is on the same page at all times regarding every step of the sales process. Customer Satisfaction Guaranteed – Not only does integration of Twilio and Freshsales help sales reps deliver better customer service, but it also helps improve customer satisfaction even before they make their first purchase! This is because Freshsales gives users access to data before they even make a single call to prospects or existing clients, making the buying process seamless and convenient for clients who are already very busy managing their daily lives and work schedule. Reduced Churn – When customers are happy, they will stick around! The integration of Twilio and Freshsales helps sales teams provide better service by allowing them to access data about their customers beforehand. This makes it easier for them to identify problems early on so they can address them before they lead to churn.

Call recording software like Freshsales actually helps sales reps avoid asking questions that already have answers! If customers feel that they are being misunderstood or taken for granted, they will take their business elsewhere, leaving you with no choice but to lose them. Asking questions that have already been covered helps sales reps build trust with their customers, which increases loyalty and overall customer satisfaction!

The process to integrate Twilio and Freshsales 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.