Connect Twilio and Sangam 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 a new lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create a Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Ready to use Twilio and Sangam CRM automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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 Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity 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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Step by step guides to integrate Twilio and Sangam CRM
Frequently Asked Questions
To start, connect both your Twilio and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Twilio triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Twilio data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Twilio and Sangam 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 Sangam 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 Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
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