Integrate Onpipeline with Twilio
Send information between Onpipeline and Twilio automatically, without writing any code, using Zoho Flow.
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Send a greeting email in Twilio for a newly added contact in Onpipeline
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Twilio each time a new contact is created in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
Send a greeting email in Twilio for a newly added contact in Onpipeline
Onpipeline + Twilio
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Supported triggers and actions
Integrate Onpipeline and Twilio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal 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
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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