Connect Twilio and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message
New Phone Number Is Added
New Alert Appears
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use Twilio and Zoho CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when new message arrives
New Phone Number Is Added
Runs when new phone number is added
New Alert Appears
Runs when new alert appears
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
Do thisActions
Action is the task that follows automatically within your Twilio integrations.
Send SMS
Sends an SMS to a phone number.
Create Phone Call
Creates a phone call to a specified number.
Create Message
Sends a message from your phone number and can include media or a specific channel.
Get A Message
Returns details of a message
Delete a Message
Deletes a message by ID.
Get Call Details
Retrieves call details for a given call ID.
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Frequently Asked Questions
To start, connect both your Twilio and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Twilio triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Twilio data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Twilio and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Twilio and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Twilio
Twilio provides a cloud API for voice, text, chat, video, and email communication that enables developers to add communication capabilities to their applications.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
Learn More
