Connect Twilio and Perfex 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
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Twilio and Perfex 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 Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead 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 Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Twilio triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Twilio data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Twilio and Perfex 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 Perfex 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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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