Zoho CRM + Twilio Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Twilio
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Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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.
Twilio IntegrationsLooking for the Twilio Alternatives? Here is the list of top Twilio Alternatives
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CallFire
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CallHub
Best ways to Integrate Zoho CRM + Twilio
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When this happens...
New Contact
Then do this...
Send SMS
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When this happens...
New Contact
Then do this...
Call Phone
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When this happens...
New Record
Then do this...
Send SMS
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When this happens...
New Record
Then do this...
Call Phone
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Zoho CRM + Twilio
Send SMS in Twilio when New or Updated Contact is created in Zoho CRM Read More...When this happens...
New or Updated Contact
Then do this...
Send SMS
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Twilio without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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New Call
Triggers once a call is completed on your Twilio number.
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New Recording
Triggers once a new recording becomes available on your Twilio account.
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New SMS
Triggers the moment an SMS is sent to your Twilio Number.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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Call Phone
Call a number or numbers and say your predefined message.
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Send SMS
Send a SMS to a number or numbers.
How Zoho CRM & Twilio Integrations Work
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Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Twilio as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho CRM to Twilio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho CRM and Twilio
Zoho CRM
Zoho CRM is a cloud-based customer relationship management software that helps businesses manage their clients and sales using a single platform. The application allows users to create customer profiles, leads, groups, tasks and activities, and other business processes. It also provides them with real-time analytics data.
Twilio
Twilio is a programmable voice and SMS service for integrating voice and text communications into web and mobile applications. The application allows users to make and receive phone calls, send and receive short messages, and track the progress of these communication events. It also provides call recording, faxing and texting services.
Integration of Zoho CRM and Twilio
Zoho CRM and Twilio can be integrated together to provide businesses with a complete spution for managing customer interactions. For example, the Zoho CRM application can be used by businesses to capture customer information such as address, email, phone number, and other details. Besides, it can be used to manage customer activities such as creating tasks, sending emails or text messages, placing calls, etc. The information captured by the user will be sent to the Twilio API where it will be stored in a database or processed as necessary. It can be used to trigger an event based on customer activity in both the Zoho CRM application and the Twilio API. For instance, if a customer places an order with a company using its website, the customer’s details will be sent to Twilio API where they will be stored in the database. Later on, when the business receives an order from another customer, it can check the Twilio API to see if there are any earlier orders from that customer. If there are no records of previous orders from that particular customer, then the business can send a welcome message to the customer via SMS. However, if there are previous orders from that same customer, then the business will send an offer to the customer via SMS instead of a welcome message.
Benefits of Integration of Zoho CRM and Twilio
Integration of Zoho CRM and Twilio allows businesses to access real-time data from multiple sources in one platform. For example, Zoho CRM allows users to access real-time information such as sales leads from just one source. In contrast, when a business uses traditional systems for lead generation, it must access different sources of information from different applications. As a result, it will have to work with multiple platforms for each stage of its lead generation process. This makes it difficult for users to identify customers who are already customers and those who are not. Businesses can use integration between Zoho CRM and Twilio to send time-bound offers to customers at specific times during their purchase cycle. For example, if a company sells promotional products online such as flyers or cards, it can send new customers an offer via SMS within five minutes of accepting their order. This way the company can increase its conversion rate without having to invest much in lead generation campaigns.
The process to integrate Zoho CRM and Twilio 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.
