Connect Twilio and Espo 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!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Twilio and Espo 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
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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 Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Twilio triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Twilio data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Twilio and Espo 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 Espo 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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