Create Cloze note for new Twilio sms
Twilio + Cloze Integration
Cloze + Twilio Integration
Integrate Cloze to Twilio in one click, or tell Integrately AI how you want each contact handled. Send SMS, log communications, update records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
Message is received in Twilio Instant- SMS is received/sent in Twilio
- Recording is available in Twilio
- Call status is changed in Twilio
- Call is finished in Twilio
- Phone number is added in Twilio
- Transcription is available in Twilio
2.
- Create person in Cloze
- Update person in Cloze
- Create note in Cloze
- Create communication in Cloze
- Create to do in Cloze
- Update company in Cloze
- Create company in Cloze
- Create timeline event in Cloze
- Create project in Cloze
- Update project in Cloze
- Get message media by id in Twilio
- Get message medias in Twilio
- Send WhatsApp template message in Twilio
- Send SMS in Twilio
- Send WhatsApp message in Twilio
- Call phone in Twilio
- Get call details by id in Twilio
Trusted by experts at...
Ready Workflows for Cloze + Twilio Integration
Send SMS messages, log communications, update person records, trigger call follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Cloze + Twilio flow
Sync messages and relationship data with your CRM, support, and marketing tools. Pick a combination and activate it in one click.
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Salesforce (8)
Salesforce (8) +
HubSpot (8)
HubSpot (8) +
Calendly (8)
Calendly (8) +
Mailchimp (8)
Mailchimp (8) +
Slack (8)
Slack (8) +
Gmail (8)
Gmail (8) C
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Update a Salesforce contact whenever a person is updated in Cloze, and send an SMS in Twilio
Relationship updates in Cloze flow straight into Salesforce as contact updates and trigger a Twilio SMS without manual data entry.
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When a Twilio message is received, log a communication in Cloze and create a task in Salesforce
Incoming Twilio messages automatically create a communication log in Cloze and a follow-up task in Salesforce.
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When a Salesforce deal moves to a new stage, update the project in Cloze and send a WhatsApp message in Twilio
Deal stage changes in Salesforce update your Cloze project timeline and trigger an automated Twilio WhatsApp message.
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Create a Cloze person for every new Salesforce lead, and send a welcome SMS via Twilio
New Salesforce leads automatically appear as new persons in Cloze while triggering an immediate welcome SMS in Twilio.
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If a Salesforce lead is enterprise tier, create a company in Cloze and send a VIP template message in Twilio
Enterprise Salesforce leads automatically generate a Cloze company record and trigger a specialised Twilio WhatsApp template message.
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When a Salesforce account is updated, create a timeline event in Cloze and call the phone number in Twilio
Account updates in Salesforce log a timeline event in Cloze and initiate an automated phone call in Twilio.
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Use Claude to summarise every new Salesforce support ticket, log a note in Cloze, and send a notification SMS via Twilio
AI analyses incoming Salesforce support tickets, creates a summarised Cloze note, and alerts the team via a Twilio SMS.
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Turn every closed Salesforce deal into a Cloze project, send a notification SMS via Twilio, and create a kickoff task in Asana
Closed Salesforce deals automatically initialise a Cloze project, trigger a Twilio SMS alert, and open an Asana onboarding task.
Supported triggers and actions for Cloze and Twilio
Mix and match to build the exact automation you need
Cloze Triggers & Actions
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
Try it → SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
Try it → Transcription is available in Twilio
Triggers the automation when a transcription is available
Try it → What can you automate with Cloze + Twilio?
Streamline your relationship management and communication workflows with powerful automated triggers and actions.
🔄
Sync Cloze relationship updates with Twilio SMS
Trigger automated Twilio SMS messages instantly whenever a person, project, or company record is updated in Cloze.
📝
Capture every message detail and field
Map complete Twilio message contents, sender numbers, and metadata directly into Cloze communication logs without missing data.
🔔
Alert team members on new communication
Notify the right person immediately via Twilio SMS or supporting apps the moment a client interaction or update occurs.
🔀
Route messages based on submitted content
Trigger different Twilio actions or Cloze updates depending on specific fields or keywords submitted in messages.
📋
Keep records synchronized across platforms
Update projects, companies, and person profiles in Cloze automatically as call statuses and message states change in Twilio.
👥
Upsert records without creating duplicates
Check existing Cloze records before creating new entries, updating existing person profiles and companies cleanly.
📞
Manage call completions and statuses
Trigger follow-up actions and log timeline events automatically when Twilio call statuses change or calls finish.
🔗
Extend your workflow to team apps
Connect your Cloze and Twilio pipeline with Slack, HubSpot, or Gmail to notify teams and sync broader operations.
And much more...
Who is Cloze + Twilio integration for?
Connecting Cloze and Twilio streamlines communication and relationship tracking for teams managing high-volume client interactions across multiple platforms.
Performance marketers
Customer support leads
Account managers
Sales development reps
Project coordinators
Operations directors
📈
Performance marketers
You report on campaign leads and conversion rates, but your relationship tracking sheet only updates when someone manually exports data, so the row counts you're optimising against are always a few hours behind — with this integration, every updated Cloze person flows instantly into your communications and reports stay current.
⚡
Customer support leads
You need to act fast on incoming client issues, but messages sit in communication logs until someone checks manually, leading to delayed responses — with this integration, every Twilio message arrival triggers instant relationship updates and rapid team notification.
📊
Account managers
You answer to clients who want to see daily project progress, but compiling communication history by hand takes hours away from client strategy — with this integration, every timeline event and message syncs automatically to provide instant visibility.
📞
Sales development reps
The volume of inbound leads and calls is too high for anyone to keep up by hand, resulting in missed follow-ups and lost pipeline — with this integration, automated SMS triggers and record updates handle high-volume outreach effortlessly.
🤝
Project coordinators
You own the next delivery step and depend on someone upstream to hand over client details, but manual handoffs always cause bottlenecks — with this integration, every project update instantly triggers the next workflow step.
🗂️
Operations directors
You need a reliable history of all client communications and keep finding gaps in records due to manual data entry errors — with this integration, every interaction is logged accurately without manual intervention.
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 Cloze + Twilio
Build and manage your Cloze + Twilio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cloze + Twilio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Cloze + Twilio Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Cloze to Twilio?
You can connect Cloze to Twilio in just one click using ready-made automation templates or ask Integrately AI to build the exact workflow for your team. It links your relationship manager and cloud communications platform instantly with 42,000+ active users.
How do I send Twilio SMS messages automatically when a Cloze person is updated?
Can I connect Cloze, Twilio, and Slack?
What is a good Zapier alternative for Cloze and Twilio?
How does Cloze handle relationship updates in automations?
Can Twilio trigger actions when messages are received?
Do I need coding skills to automate Cloze and Twilio?
Is the Cloze and Twilio integration free?
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