Integrate Salesflare with Twilio
Send information between Salesflare and Twilio automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in Twilio for newly created contacts in Salesflare
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in Twilio whenever a new contact is added in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- 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 Salesflare
Salesflare + Twilio
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Supported triggers and actions
Integrate Salesflare and Twilio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity 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 contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch person
Fetches a person by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
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
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Endless integrations. End to manual work.
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