Integrate Freshsales with Twilio
Send information between Freshsales and Twilio automatically, without writing any code, using Zoho Flow.
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Send a welcome email in Twilio when a new contact is created in Freshsales
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in Twilio when a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
Send a welcome email in Twilio when a new contact is created in Freshsales
Freshsales + Twilio
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Supported triggers and actions
Integrate Freshsales and Twilio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created in the selected view
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New lead
Triggers when a new lead is created in the selected view
SMS message sent or received
Triggers when a new SMS is sent or received
WhatsApp message received
Triggers when a new WhatsApp message from a customer is 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 lead
Creates a new lead
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing lead by email
Send SMS or WhatsApp message
Sends a WhatsApp or SMS message to the listed numbers
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
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.
Julien Granjean
CEO, iDAYit
