PerfexCRM + Twilio Integration

Integrate PerfexCRM to Twilio in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create new leads in your CRM, update customer records, and trigger follow-up communications automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • 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 PerfexCRM + Twilio Integration

Capture incoming messages, create new leads, update customer records, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
  • 1of9
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Connect more apps to your PerfexCRM + Twilio flow

Sync your communication data with calendars, billing, team chat, email, and spreadsheets to keep your entire business aligned. Pick a combination and activate it in one click.

PerfexCRM
Twilio
+
Google CalendarGoogle Calendar (8)
+
StripeStripe (8)
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SlackSlack (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
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ZoomZoom (8)
G
P
T
Create a PerfexCRM customer from new Google Calendar events, and send a WhatsApp message in Twilio
New Google Calendar events automatically create customers in PerfexCRM while Twilio sends a WhatsApp confirmation message instantly.
T
G
P
When a message is received in Twilio, create a Google Calendar event and add a task in PerfexCRM
Twilio messages instantly generate Google Calendar events and PerfexCRM tasks so your team never misses follow-up work.
G
P
T
Update PerfexCRM customer records when a Google Calendar event is updated, and notify via Twilio
Google Calendar updates automatically modify PerfexCRM customer details and trigger a notification in Twilio.
G
P
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Create a PerfexCRM project for every Google Calendar event, and make a call in Twilio
New Google Calendar events instantly spin up PerfexCRM projects while triggering automated phone calls in Twilio.
G
P
T
If a Google Calendar event description contains VIP, create a customer in PerfexCRM and send a priority SMS in Twilio
VIP calendar events automatically route special customers into PerfexCRM and alert staff via Twilio SMS.
G
P
T
When a Google Calendar event is cancelled, update the task in PerfexCRM and send an SMS in Twilio
Cancelled calendar events automatically update PerfexCRM tasks and notify clients via Twilio SMS.
G
P
T
Use Claude to summarise Google Calendar meeting notes, create a support ticket in PerfexCRM, and send an SMS in Twilio
Claude summarises calendar meeting notes to create structured PerfexCRM tickets and send SMS updates via Twilio.
G
P
T
H
Turn every Google Calendar event into a PerfexCRM customer, send a Twilio SMS, and create a HubSpot contact
Google Calendar events populate PerfexCRM customers, trigger Twilio SMS alerts, and sync contacts to HubSpot in a 4-app pipeline.

Supported triggers and actions for PerfexCRM and Twilio

Mix and match to build the exact automation you need

PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
Try it →
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
Try it →
Transcription is available in Twilio
Triggers the automation when a transcription is available
Try it →
Get message media by id in Twilio
Try it →
Get message medias in Twilio
Try it →
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
Try it →
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
Try it →
Get call details by id in Twilio
Try it →

What can you automate with PerfexCRM + Twilio?

Streamline your client communication and CRM management with powerful automated workflows.

What you can automate?
💬
Create CRM leads from incoming messages
Automatically generate a new lead in PerfexCRM the moment a message is received in Twilio, eliminating manual data entry.
📋
Capture every submitted field and detail
Map complete message payloads and sender information into PerfexCRM customer profiles instead of just basic contact names.
🔔
Alert team members instantly
Trigger instant SMS notifications and WhatsApp messages via Twilio whenever new tasks or tickets are created in PerfexCRM.
🔀
Route communications conditionally
Perform different actions based on specific keywords or message content received through Twilio communication channels.
🔄
Keep customer records updated
Automatically update customer details, project status, and task progress in PerfexCRM as communication events occur.
🔍
Search and update existing records
Search for existing customer profiles in PerfexCRM before creating new entries to prevent duplicate records.
📞
Handle call status changes
Trigger automated CRM updates and follow-up tasks whenever a Twilio phone call finishes or changes status.
📊
Extend flows to spreadsheets
Sync your PerfexCRM and Twilio data directly into Google Sheets for comprehensive reporting and team visibility.
And much more...

Who is PerfexCRM + Twilio integration for?

Support teams, sales reps, and project managers using PerfexCRM and Twilio save hours of manual data entry by automating customer communication and CRM updates.

Revenue operations managers
Revenue operations managers
Support team leads
Support team leads
Client account managers
Client account managers
Customer support specialists
Customer support specialists
Sales development reps
Sales development reps
Project coordinators
Project coordinators
📈
Revenue operations managers
You're tracking client communications in PerfexCRM but waiting on manual call logs from Twilio, so your management reports are always hours behind — this integration means every interaction syncs instantly and your pipeline numbers stay current.
🚨
Support team leads
You manage client inquiries across multiple messaging channels but find out about urgent requests too late to maintain SLA targets — automating both apps means incoming messages trigger immediate CRM tickets and team alerts.
📊
Client account managers
You answer to key stakeholders who expect up-to-date project and communication logs, but manual record keeping creates constant blind spots — this integration means every interaction and status update is logged automatically.
Customer support specialists
You handle high volumes of incoming support messages that require manual customer creation and ticket logging, leading to burnout — automating both apps means incoming messages generate tasks and tickets instantly.
🎯
Sales development reps
You depend on inbound communication channels to hand off qualified prospects into PerfexCRM leads without missing a beat — this integration means every incoming message immediately provisions a new lead in your CRM.
📋
Project coordinators
You need a reliable history of client calls and messages to manage active projects, but manual logging leaves gaps in your timeline — automating both apps means every communication event updates your project records perfectly.
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 PerfexCRM + Twilio

Build and manage your PerfexCRM + 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 PerfexCRM + 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 PerfexCRM to Twilio?
Frequently Asked Questions
You can connect PerfexCRM to Twilio in 1 click using ready templates or ask Integrately AI to build the automation. It also integrates seamlessly with Google Calendar, Stripe, Slack, Gmail, Google Sheets, and Zoom.
Can I create PerfexCRM leads automatically from incoming Twilio messages?
Frequently Asked Questions
Can I connect PerfexCRM, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and Twilio?
Frequently Asked Questions
How does PerfexCRM handle incoming customer and lead data?
Frequently Asked Questions
How does Twilio trigger automated actions when calls or messages finish?
Frequently Asked Questions
Do I need coding skills to set up PerfexCRM and Twilio automations?
Frequently Asked Questions
Is the PerfexCRM and Twilio integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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