Integrate Jetpack CRM with Twilio

Send information between Jetpack CRM and Twilio automatically, without writing any code, using Zoho Flow.

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Send a greeting email in Twilio for a newly added contact in Jetpack CRM

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in Twilio when a new contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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Send a greeting email in Twilio for a newly added contact in Jetpack CRM

Jetpack CRM + Twilio

Build your own integrations between Jetpack CRM and Twilio

Connect Jetpack CRM and Twilio with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Jetpack CRM and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of an existing contact is updated

Transaction created

Triggers when a new transaction is created

Quote accepted

Triggers when an existing quote is accepted

Company created

Triggers when a new company is created

Quote created

Triggers when a new quote is created

Contact status updated

Triggers when the status of an existing contact is updated

Invoice updated

Triggers when the details of an existing invoice is updated

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

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

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch quote

Fetches the details of an existing quote

Fetch contact

Fetches the details of an existing contact

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM New WordPress Plugins

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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