Integrate Teamwork CRM with Twilio
Send information between Teamwork CRM and Twilio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Twilio for a newly added contact in Teamwork CRM
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in Twilio whenever a new contact is added in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- 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 Teamwork CRM
Teamwork CRM + Twilio
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Supported triggers and actions
Integrate Teamwork CRM and Twilio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
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 lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
Send SMS or WhatsApp message
Sends a WhatsApp or SMS message to the listed numbers
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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Sales Director, Artico
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.
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Toto
Technical Engineer, Master Liveaboards
