Integrate Twilio with Salesmate
Send information between Twilio and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in Twilio for newly created contacts in Salesmate
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Twilio whenever a new contact is added in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
Dispatch a welcome message in Twilio for newly created contacts in Salesmate
Salesmate + Twilio
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Supported triggers and actions
Integrate Twilio and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
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
Create contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
What is Twilio?
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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