Integrate Copper with Twilio

Send information between Copper 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 Copper

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from Twilio each time a new contact is created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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Dispatch a welcome message in Twilio for newly created contacts in Copper

Copper + Twilio

Build your own integrations between Copper and Twilio

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Supported triggers and actions

Integrate Copper and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Lead created

Triggers when a new lead is created

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity 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 opportunity

Creates a new opportunity

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create task

Creates a new task

Create company

Creates a new company

Add person

Adds a new person

Create project

Creates a new project

Create or update lead

Creates or updates the details of a lead

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update company

Updates the details of an existing company

Update opportunity

Updates the details of an existing opportunity

Fetch project

Fetches the details of an existing project by name

Fetch person

Fetches the details of a person by email

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

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.

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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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Technical Engineer, Master Liveaboards

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