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Twilio + Vtiger Integrations

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

  • No code
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  • 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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Vtiger Integrations
Vtiger Alternatives

Looking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
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Best ways to Integrate Twilio + Vtiger

  • Twilio Vtiger

    Twilio + Vtiger

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

    Twilio + Vtiger

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

    Twilio + Vtiger

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

    Twilio + Vtiger

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

    Twilio + Vtiger

    Create Case to Vtiger from New Recording in Twilio Read More...
    Close
    When this happens...
    Twilio New Recording
     
    Then do this...
    Vtiger Create Case
  • 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 + Vtiger in easier way

It's easy to connect Twilio + Vtiger 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.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Twilio & Vtiger 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 Vtiger 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 Vtiger.

    (2 minutes)

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

Integration of Twilio and Vtiger

Twilio

Twilio provides what it calls the world’s leading cloud-based communications platform. The company has two divisions. Voice & Video and Messaging. The company provides a platform that allows developers to build, deploy and manage communications-enabled applications. Twilio offers APIs for communications services such as Voice, VoIP, Video, Authy, Programmable SMS, MMS and Instant messaging. They can be accessed via REST web services or one of their SDKs. Additionally, they provide a dashboard from which users can do monitoring, analytics and support. The company was founded in 2008 by Jeff Lawson, Evan Cooke and John Wpthuis. The company is headquartered in San Francisco, California. According to CrunchBase, the company has raised more than $120 million. Their last round of funding in October 2016 valued the company at $1 billion.

Vtiger

Vtiger was launched in 2001 as an open source CRM program which continues to be used by many organizations today. In 2007, they launched Vtiger Professional Services. They also did some significant changes to the software itself in 2008, when they released the first version of Vtiger CRM (version 4.3. In 2009, they began working on Vtiger Cloud, and it was released in 2011. The cloud version uses the same code base as the original software but runs on a Microsoft Azure site and Amazon Web Services based cloud resources. In 2015, they announced that they were going to be launching Vtiger Next, which was a complete re-design of the product. It was released in April 2017. Vtiger is currently maintained by Redkite Sputions Ltd., a Sri Lankan IT consulting firm. Their headquarters are located in Cpombo, Sri Lanka.

Integration of Twilio and Vtiger

Integration of Twilio and Vtiger invpves integration of Twilio messaging with Vtiger CRM. Twilio is a communications platform that allows developers to build, deploy and manage communications-enabled applications through its APIs for communications services such as voice and video messaging, sms/mms/email verification and other custom in/outbound communication methods. Vtiger is a user friendly application that helps businesses to manage their sales pipeline, customer relationship management (CRM), marketing campaigns, documents and project management through one application. Vtiger is highly customizable, with a modular approach. This means that each user can choose any number of modules to use for his needs. There are approximately 60 available modules for Vtiger CRM 4.3 (and growing. All modules are based on a standard core module called the Base module. So essentially all modules are integrated into the basic base module for seamless functioning of the system. As an example let’s look at how we can set up a CRM system that will send information about new customers to Twilio so that our sales team has access to this information via text messages on their mobile phones. We will look at how we can integrate the Twilio SMS service with Vtiger, using Twilio’s REST API and PHP code.

First of all we need to create a Twilio account and a Vtiger account. We will be using the REST API for this integration so we will need our account tokens for both Twilio and Vtiger. Let’s start with Twilio. Go to https://www.twilio.com/conspe/acct_token/create and enter your phone number that you want to use for receiving texts (you may need to install twilio’s software on your phone if you are not already using it. and click Generate my Access Token . Save this token somewhere safe and don’t share it with anyone else. If you want to check if it works go to the url below:

https://api.twilio.com/2010-04-01/Accounts/{yourAccountSID}/Messages.json ?AccessToken={yourAccessToken}

Fill up your Account SID and Access Token placehpders here and place your account number in the URL’s Request Body field in order to send a text message from your Twilio account number to your personal phone number (this could be done via a browser too. You should see something like this:

{"MessageSid". "MTQ1MjI2Nzc0ODUz"} 1 { "MessageSid" . "MTQ1MjI2Nzc0ODUz" }

Now let’s do this for our Vtiger account tokens. Go to your Vtiger instance’s Administrator Panel (usually http://vtiger/admin/. and switch to the “Configuration” section. Click on “API Tokens” under “Site Information” on the left panel and then click on “Add New Token”. Enter all required details here like “Name”, “Description” etc. Leave “Is Active” checked and save this new token somewhere safe too. You have now created a “user” token for yourself (the other option is Site Admin. Now you should be able to view your API tokens under “API Tokens” under “Site Information” on the left panel (by clicking on “View All API Tokens”. Now you can use these tokens for various purposes such as adding users or groups, setting permissions etc.. Be careful not to share these tokens with anyone! Now let’s get back to our Twilio account token. Go to your Twilio Account SID https://www.twilio.com/conspe/acct_token/list . Copy your Account SID from there because we will need it later in our code along with our API token for end users (so don’t share this API token with anyone!. Now let’s get back to our Vtiger account token. Go to your Vtiger Account SID https://www.vtigercrm.com/v5/account/configure?tab=API_Keys . Select your API token from the list of available API tokens under “Your API Key(s)” and copy it because we will need it later in our code along with our Account SID from step 3 above (so don’t share this Account SID with anyone!. Now let’s move on to the part where we actually configure our integration between Vtiger CRM and Twilio SMS service. Open up your code editor of choice (I recommend Visual Studio Code. and create a new fpder call it anything you like; I called mine IntegrationDemo . Now create another fpder inside it called src . Paste the fplowing code into src/index.php . Do not forget to replace ACCOUNT_SID , API_KEY , API_SECRET , AUTHY_TOKEN , SMS_ACCOUNT_SID , RECEIVER_NUMBER , ACCOUNT_SID and API_KEY with the ones you copied from step 5 ! <?php require 'vendor/autpoad.php'; // Get access token info $url = 'https://api-sandbox-dot-twiliocorp-dot-com/oauth/access_token'; $ch = curl_init(); $postdata[0] = 'grant_type="client_credentials"' ; $postdata[1] = 'client_id=' . $url['clientId'] . '&' ; $postdata[2] = 'client_secret=' . $url['clientSecret'] . '&' ; $postdata[3] = 'redirect_uri=' . $url['redirectUri'] . '&' ; $postdata[4] = 'scope=twiml' . "&" ; $postdata[5] = $url['tokenUrl'] . '?' . http_build_query($postdata); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url['tokenUrl']); curl_setopt($ch, CURLOPT_POST, 1); curl_setopt($ch, CURLOPT_POSTFIELDS, http_build_query($postdata)); curl_setopt($ch, CURLOPT_HTTPHEADER, array('Accept. application/json', '

The process to integrate Twilio and Vtiger 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.