Connect Twilio and Perfex 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 Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Twilio and Perfex CRM automations
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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 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 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 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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