Erxes + Twilio Integration

Integrate Erxes to Twilio in one click, or tell Integrately AI how you want each submission handled. Qualify leads instantly, trigger automated SMS messages via Twilio, and keep your communication records updated without manual effort.

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1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • 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.
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Send WhatsApp template message 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 Erxes + Twilio Integration

Capture new form submissions, send automated SMS notifications, handle customer messages, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Erxes + Twilio Integration

Send Twilio sms for new Erxes contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Twilio sms for every new Erxes contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Connect more apps to your Erxes + Twilio flow

Teams often want to log new customer interactions in a CRM, notify staff, and keep spreadsheet records updated after communication starts. Pick a combination and activate it in one click.

Erxes
Twilio
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HubspotHubspot (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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SalesforceSalesforce (8)
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TypeformTypeform (4)
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NotionNotion (8)
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Send a Twilio SMS and create a HubSpot contact whenever a customer is created in Erxes.
New Erxes customers immediately trigger a Twilio SMS and a new HubSpot contact record, eliminating manual entry.
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When a form submission is received in Erxes, send a Twilio SMS and create a follow-up task in HubSpot.
Form submissions in Erxes instantly trigger a Twilio message and a tracked task in HubSpot for your team.
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When a customer sends a message in Erxes, send a Twilio SMS and update the deal stage in HubSpot.
Customer messages in Erxes trigger Twilio notifications and automatically update deal stages in HubSpot.
E
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Whenever a company is created in Erxes, send a Twilio SMS and create a support ticket in HubSpot.
New Erxes company records trigger a Twilio alert and open a support ticket in HubSpot instantly.
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If an Erxes form submission includes a phone number, send a Twilio SMS and create a prioritized contact in HubSpot.
Phone-verified form submissions in Erxes trigger custom Twilio messaging and VIP HubSpot contact creation.
E
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When a customer is updated in Erxes, send a Twilio SMS and update the existing contact details in HubSpot.
Customer profile updates in Erxes sync instantly with Twilio messaging and HubSpot records.
E
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Use Claude to analyse Erxes customer messages, send a Twilio SMS, and create a scored contact in HubSpot.
Claude evaluates customer messages from Erxes, triggers a Twilio SMS, and logs a scored lead in HubSpot.
E
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When a customer is created in Erxes, send a Twilio SMS, create a HubSpot contact, and notify the team in Slack.
New Erxes customers trigger Twilio messaging, HubSpot contact creation, and an instant Slack team alert.

Supported triggers and actions for Erxes and Twilio

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available
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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Get message media by id in Twilio
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Get message medias in Twilio
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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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 Erxes + Twilio?

Streamline your customer communications by connecting Erxes triggers to automated Twilio messaging and multi-step workflows.

What you can automate?
💬
Automate Twilio SMS messaging from Erxes customer creation
Send an instant text message via Twilio the moment a new customer is created in Erxes. Engage your audience immediately without manual dialing.
📝
Capture every submitted form field accurately
Map all submitted answers from Erxes form submissions into your downstream records instead of missing important details. Your database becomes a comprehensive source for review.
🔔
Tell the right team member as soon as it happens
Trigger instant notifications in messaging tools or via Twilio SMS whenever a customer sends a message in Erxes. Ensure urgent inquiries get immediate attention.
🔀
Route workflows based on submitted field criteria
Send different Twilio message templates or route records to separate teams depending on what the customer submitted in their Erxes form.
🔄
Keep destination records fully up to date
Automatically update existing contact profiles and deal stages when customer details or company information change in Erxes.
🛡️
Add or update records to prevent duplicates
Check existing databases before creating new entries, updating existing customer profiles in your CRM or spreadsheets automatically.
📋
Handle later status changes and lifecycle events
Trigger automated actions when customer records are updated, deleted, or when knowledge base items are modified in Erxes.
🔗
Extend your core flow to Slack and other apps
Connect Erxes and Twilio triggers to Slack channels, Google Sheets, or CRMs to build robust multi-step operational pipelines.
And much more...

Who is Erxes + Twilio integration for?

Customer success teams, marketers, and support managers eliminate manual messaging delays and keep communication channels instantly updated when connecting Erxes and Twilio.

Revenue operations managers
Revenue operations managers
Customer support leads
Customer support leads
Client success managers
Client success managers
High-volume sales teams
High-volume sales teams
Operations coordinators
Operations coordinators
Compliance officers
Compliance officers
📈
Revenue operations managers
You're tracking customer interactions in Erxes but your reporting sheet only updates when someone manually exports records, so the metrics you review are always outdated — automating both apps means every customer interaction is logged instantly and your dashboards stay accurate.
⚡
Customer support leads
You're managing incoming customer messages in Erxes but alerts reach your team hours later, so urgent requests stall before anyone replies — with this integration, every new inquiry triggers instant Twilio notifications so issues are resolved immediately.
🤝
Client success managers
You're collecting client feedback through Erxes forms but stakeholders have to ask for status updates manually, so communication gaps create friction — connecting these apps means every submission updates external logs automatically and clients see real-time progress.
📊
High-volume sales teams
You're receiving hundreds of leads daily in Erxes but manual data entry causes missed follow-ups, so potential deals go cold — this integration means every new lead is processed and messaged instantly without manual effort.
⚙️
Operations coordinators
You're handling form submissions in Erxes but downstream teams depend on manual handoffs to start work, so operational bottlenecks delay fulfillment — automating both apps means every handoff happens seamlessly and task creation triggers right away.
🗂️
Compliance officers
You're logging customer communications in Erxes but audit trails frequently have missing contact records, so compliance checks become stressful — integrating these apps means every customer entry and message log is recorded with absolute precision.
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Why choose Integrately to automate Erxes + Twilio

Build and manage your Erxes + 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 Erxes + 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
Select Automation
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 Erxes to Twilio?
Frequently Asked Questions
You can connect Erxes to Twilio in just one click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you.
Can I automatically send a Twilio SMS when an Erxes form submission is received?
Frequently Asked Questions
Can I connect Erxes, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Twilio?
Frequently Asked Questions
How does Erxes customer data trigger Twilio messages?
Frequently Asked Questions
Can Twilio call status changes trigger actions?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Twilio?
Frequently Asked Questions
Is the Erxes and Twilio integration free?
Frequently Asked Questions
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