Integrate OnePageCRM with Twilio

Send information between OnePageCRM and Twilio automatically, without writing any code, using Zoho Flow.

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Send a welcome email in Twilio for a recently created contact in OnePageCRM

Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in Twilio whenever a new contact is added in OnePageCRM.

How it works
  1. The flow triggers when a new contact is created in OnePageCRM.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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Send a welcome email in Twilio for a recently created contact in OnePageCRM

OnePageCRM + Twilio

Build your own integrations between OnePageCRM and Twilio

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Supported triggers and actions

Integrate OnePageCRM and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

New contact

Triggers when a new contact is created

WhatsApp message received

Triggers when a new WhatsApp message from a customer is received

SMS message sent or received

Triggers when a new SMS is sent or received

SMS message received

Triggers when a new SMS message is received

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

Fetch message

Fetches the details of a message by its ID

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is Twilio?

Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system.

Phone/SMS Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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