Close + Twilio Integration

Integrate Close to Twilio in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, trigger instant SMS alerts, update your CRM records, and schedule follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
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2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Send SMS in Twilio
  • Twilio
    Send WhatsApp message in Twilio
  • Twilio
    Call phone in Twilio
  • Twilio
    Get call details by id in Twilio

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Ready Workflows Ready Workflows for Close + Twilio Integration

Capture new leads, trigger instant SMS notifications, keep contact records updated, alert your sales team, and execute follow-up sequences, all in just one click.

Most popular automationsmost-popular-automations
Close + Twilio Integration

Send Twilio sms for new Close contact

Anytime a new contact is added to your Close, automatically send them a sms through Twilio letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - Twilio integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Close + Twilio Integration

Send Twilio sms for new Close task

With this Close - Twilio integration, whenever a new task is created in Close, sms will be sent via Twilio. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the sms that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Close + Twilio Integration

Send Twilio sms for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending Twilio sms ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - Twilio integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Twilio flow

Extend your communication and CRM pipelines with email outreach, calendar bookings, team alerts, spreadsheet logs, and payment processing. Pick a combination and activate it in one click.

Close
Twilio
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
HubspotHubspot (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
C
G
T
Send a welcome email in Gmail and trigger an SMS alert in Twilio when a new lead is created in Close
New Close leads instantly receive a welcome email in Gmail while Twilio sends an SMS notification, eliminating manual outreach delays.
T
G
C
Create a draft email in Gmail and update the contact record in Close when an SMS is received in Twilio
Incoming Twilio text messages automatically generate draft follow-up emails in Gmail and update your contact records in Close.
C
G
T
Send a follow-up email in Gmail and make a phone call in Twilio when a lead status change is created in Close
Status updates in Close trigger automated Gmail follow-ups and outbound phone calls in Twilio to accelerate deal progression.
C
C
G
T
Use Claude to summarise every new email in Close, send the brief via Gmail, and trigger an SMS in Twilio
Claude analyses incoming Close emails, Gmail sends the generated summary to management, and Twilio alerts the assigned rep via SMS.

Supported triggers and actions for Close and Twilio

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Get message medias in Twilio
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Get message media by id in Twilio
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
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What can you automate with Close + Twilio?

Streamline your communication workflows and CRM pipelines by connecting lead activities to cloud telephony actions instantly.

What you can automate?
🚀
Trigger SMS outreach on new lead creation
Automatically dispatch an SMS via Twilio the exact moment a new lead is created in Close, ensuring instant prospect engagement without manual dialing.
📑
Capture every submitted contact detail
Map complete contact names, phone numbers, and custom lead fields between Close and Twilio to maintain rich prospect profiles across your communications.
🔔
Alert your team instantly on status updates
Notify sales reps and managers the second a lead status changes or an opportunity is created, keeping your entire organization aligned on deal progress.
🔀
Route communications based on lead criteria
Send standard SMS texts for general leads or trigger priority phone calls in Twilio for enterprise-tier accounts based on submitted Close data.
🔄
Keep contact records updated in real time
Synchronize lead updates, call records, and SMS history between Close and Twilio automatically so your team always views current information.
🔍
Prevent duplicate records during sync
Search existing database entries before creating new leads or tasks, ensuring your CRM remains clean and organized.
📞
Handle call status changes and recordings
Automatically log completed calls, transcription details, and call status updates from Twilio directly into your Close contact timeline.
🌐
Extend your workflow to Slack
Trigger automated channel messages in Slack alongside your Close and Twilio workflows to keep internal teams informed of every customer interaction.
And much more...

Who is Close + Twilio integration for?

Sales teams, account managers, and support professionals benefit by eliminating manual communication gaps, keeping contact records fully synced, and automating prospect follow-ups instantly.

Sales directors and managers
Sales directors and managers
Inside sales representatives
Inside sales representatives
Client success account leads
Client success account leads
High-volume call center agents
High-volume call center agents
Revenue operations specialists
Revenue operations specialists
Compliance and audit managers
Compliance and audit managers
📈
Sales directors and managers
You're reviewing pipeline reports in Close but your communication metrics are always missing recent text logs, so the conversion ratios you're evaluating against are always a few hours behind — with this integration, every new lead and SMS record syncs instantly and your pipeline data stays current.
Inside sales representatives
You need to act fast when prospects convert in Close, but you find out too late after manual notification emails get buried in your inbox — automating both apps means every new lead triggers an instant SMS in Twilio so you can connect while interest is highest.
🤝
Client success account leads
You answer to stakeholders who want to see real-time engagement updates, but compiling call records and text logs by hand delays your reporting — this integration means every interaction in Close and Twilio is logged and routed without manual spreadsheet work.
📞
High-volume call center agents
The inbound call volume in Twilio is too high for anyone to keep up by hand, leading to missed follow-up tasks in Close — connecting these apps means every call status change and record is captured and processed automatically without human error.
🔄
Revenue operations specialists
You own the next step in the deal pipeline and depend on sales reps to manually log communications before you can trigger follow-ups — with this integration, every lead creation and message update moves data downstream instantly.
📋
Compliance and audit managers
You need a reliable history of prospect communications and keep finding gaps where reps forgot to log text messages or call details — automating both apps means every communication record is stored accurately with zero missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + Twilio

Build and manage your Close + Twilio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Close + Twilio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Twilio?
Frequently Asked Questions
You can connect Close to Twilio in one click using ready-made templates on Integrately. Simply select the integration, authenticate your accounts, and activate your workflow with support from Gmail, Hubspot, Slack, and 1,500+ apps.
Can I automatically send an SMS in Twilio when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Twilio?
Frequently Asked Questions
How does Close handle lead creation triggers in this integration?
Frequently Asked Questions
Can Twilio call statuses update records in Close?
Frequently Asked Questions
Do I need coding skills to automate Close and Twilio?
Frequently Asked Questions
Is the Close and Twilio integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Twilio With 1500+ Other Apps

Close
Popular Close Integrations
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Twilio
Popular Twilio Integrations
Sync Twilio with communication platforms, helpdesk software, and notification tools to keep messaging workflows connected across your stack.
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