Integrate Agile CRM with Twilio
Send information between Agile CRM and Twilio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Twilio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
SMS message received
Triggers when a new SMS message is received
WhatsApp message received
Triggers when a new WhatsApp message from a customer is received
SMS message sent or received
Triggers when a new SMS is sent or received
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Send templated message through SMS, WhatsApp, or Facebook
Sends a templated message through the desired platform
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is Twilio?
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Webhook triggers
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Learn more >Logic
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