Integrate OnePageCRM with Twilio

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

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Send a welcome email in Twilio for a recently created contact in OnePageCRM

Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in Twilio whenever a new contact is added in OnePageCRM.

How it works
  1. The flow triggers when a new contact is created in OnePageCRM.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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Send a welcome email in Twilio for a recently created contact in OnePageCRM

OnePageCRM + Twilio

Build your own integrations between OnePageCRM and Twilio

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Supported triggers and actions

Integrate OnePageCRM and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

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 note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

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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