Integrate Onpipeline with Twilio

Send information between Onpipeline 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 Onpipeline

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Twilio each time a new contact is created in Onpipeline.

How it works
  1. The flow triggers when a new contact person is added in Onpipeline.
  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 Onpipeline

Onpipeline + Twilio

Build your own integrations between Onpipeline and Twilio

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Supported triggers and actions

Integrate Onpipeline and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person added

Triggers when a new contact person is added

Event updated

Triggers when a calendar event is updated

Deal updated as won

Triggers when a deal is updated as won

Deal created

Triggers when a new deal is created

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

Deal updated

Triggers when an existing deal is updated

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

SMS message sent or received

Triggers when a new SMS is sent or received

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Create deal

Creates a new deal

Add lead

Creates a new lead

Update person

Updates the details of an existing contact person

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Update deal

Updates the details of an existing deal

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

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

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

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

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Logic

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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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