Connect Twilio and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Messages
New Phone Number
New Alerts
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Messages
Returns the details of the new messages creted on your twilio account.
New Phone Number
Gives the detailed list of the phone number is active on the account.
New Alerts
Gives the details of alerts in every 15 minutes
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Twilio integrations.
Send SMS
Sends message to phone number
Create a Call
Creates Call to a phone number
Create a Message
Sends a message through phone number, messages media and channel.
Get a Message
Returns details of a message
Delete a Message
Deletes a message by id.
Get a Call
Returns the call details by id.
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Frequently Asked Questions
To start, connect both your Twilio and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Twilio triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Twilio data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Twilio and Kylas 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 Kylas 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 Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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