An automated workflow using integromat
Connects Zoho CRM + Twilio
Send Twilio SMS messages for new Zoho CRM calls
About this workflow template
This automation scenario allows you to connect Zoho CRM and Twilio
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho CRM and Twilio can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho CRM
Watch Objects in Zoho CRM
Triggers when a new object is created or updated.
Then this action happens in Twilio
Create a Message in Twilio
Sends a message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Twilio SMS messages for new Zoho CRM calls.
Part I
Configure Applications
First, we need to connect Zoho CRM and Twilio to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
Connect Twilio to Make.com.
Give Make.com access to your Twilio account, using Twilio credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Zoho CRM
Choose the following trigger: Watch Objects (Triggers when a new object is created or updated.).
Then set up an Action for Twilio
Choose this action: Create a Message (Sends a message.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho CRM and Twilio.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Twilio SMS messages for new Zoho CRM calls!
Related Automation Templates
Supported triggers and actions
New incoming sms (instant)
New incoming sms (instant)
triggerbypipedreamNew sms
Triggered when an SMS is sent to your Twilio number.
triggerbyzapierautomateiopabbly-connectalbatoNew recording
Triggered when a new recording is available on your account.
triggerbyzapierautomateiopipedreamNew call
Triggered when a call is finished on your Twilio number.
triggerbyzapierautomateiopabbly-connectalbatoNew transcription
Triggered when a new transcription is available on your account.
triggerbyzapierautomateiopipedreamNew phone number
Triggered when you add a new phone number.
triggerbyzapierpipedream
Create module entry
Creates a new entry in a module
actionbyzapierintegratelyCreate/update module entry
Create or update module entries
actionbyzapierUpdate module entry
Update existing entry in the selected module
actionbyzapierintegratelypabbly-connectCreate an object
Creates a new object.
actionbyintegromatAdd tag
Add new tag to existing module entries
actionbyzapierintegratelyFind module entry
Finds an entry in a module
actionbyzapier
Apps you need
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Twilio
A cloud communication platform, which brings voice, telephony, SMS, and messaging functionality to your app
Twilio is a cloud communications API that allows developers to easily integrate SMS, Voice/Telephony capabilities into their software using their existing web languages and skills. With Twilio, companies can make global phone calls and send and receive text messages, strengthening customer relationships.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
