Salesflare + Twilio Integration

Integrate Salesflare to Twilio in one click, or tell Integrately AI how you want each contact handled. Send instant text messages, trigger communication flows, update records, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
  • 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
Arrow Right
2.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
  • 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 Salesflare + Twilio Integration

Capture incoming contacts, send SMS notifications, update communication logs, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Salesflare + Twilio Integration

Send Twilio sms for new Salesflare task

With this Salesflare - Twilio integration, whenever a new task is created in Salesflare, 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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Salesflare + Twilio Integration

Send Twilio sms for new Salesflare person

Anytime a new person is added to your Salesflare, 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 Salesflare - Twilio integration, you can rest assured that your new person 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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Salesflare + Twilio Integration

Send Twilio sms for new Salesflare opportunity

Whenever a new opportunity is created in your Salesflare, 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 Salesflare - 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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Connect more apps to your Salesflare + Twilio flow

Connect email, scheduling, chat, CRM, spreadsheets, and payment tools to extend your communication workflows. Pick a combination and activate it in one click.

Salesflare
Twilio
+
GmailGmail (5)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
HubspotHubspot (4)
+
Google SheetsGoogle Sheets (4)
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StripeStripe (3)
S
T
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Send a welcome email in Gmail and a text via Twilio whenever a new contact is created in Salesflare.
New Salesflare contacts trigger an instant email in Gmail and a text message in Twilio, keeping communication channels aligned.
T
G
S
Notify your team in Gmail and create a task in Salesflare whenever a message is received in Twilio.
Incoming Twilio messages notify your team via Gmail and log a follow-up task in Salesflare.
S
T
G
When an opportunity stage is created in Salesflare, send an SMS in Twilio and email the client in Gmail.
New Salesflare opportunity stages trigger automated Twilio text messages and Gmail updates.
T
G
S
When a call is finished in Twilio, send an email summary in Gmail and create a task in Salesflare.
Finished Twilio calls generate instant Gmail summaries and log followup tasks in Salesflare.
T
G
S
Use Claude to summarize call notes when a transcription is available in Twilio, email the summary in Gmail, and update the opportunity in Salesflare.
AI summarizes Twilio call transcriptions before sending updates via Gmail and Salesflare.

Supported triggers and actions for Salesflare and Twilio

Mix and match to build the exact automation you need

Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create opportunity in Salesflare
Creates a new instance of the support system
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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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 Salesflare + Twilio?

Streamline your sales communication by connecting CRM triggers directly to automated text messaging workflows.

What you can automate?
🚀
Trigger SMS outreach for every new CRM contact
Automatically send a personalized Twilio text message the moment a new contact is created in Salesflare. Eliminate manual typing and engage prospective clients instantly.
📋
Capture all custom contact fields in your messages
Map detailed contact attributes from Salesflare straight into dynamic Twilio SMS templates. Ensure every text message contains accurate, personalized prospect data.
🔔
Alert your team instantly upon inbound replies
Receive immediate internal notifications whenever a customer replies to an SMS or when a Twilio call finishes. Keep your sales and support staff fully informed.
🔀
Route communications based on contact attributes
Send different SMS templates or trigger specific follow-up actions depending on opportunity stages or custom fields submitted in Salesflare.
🔄
Keep CRM opportunity records synchronized
Update Salesflare opportunity stages and contact records automatically whenever call statuses change or messaging interactions conclude in Twilio.
🔍
Search and update existing records safely
Prevent duplicate entries by searching for existing contacts and accounts in Salesflare before logging new communication events from Twilio.
📞
Log call outcomes and transcriptions automatically
Save finished call details, recordings, and transcription data directly into your Salesflare tasks and notes without lifting a finger.
🌐
Extend your workflow to team communication tools
Connect your Salesflare and Twilio automation to Slack or Google Sheets to notify teams and log communication history across your entire stack.
And much more...

Who is Salesflare + Twilio integration for?

Automating communication workflows and CRM updates helps sales reps, founders, and support teams eliminate manual data entry and connect with leads faster.

Sales managers and directors
Sales managers and directors
Sales development representatives
Sales development representatives
Account managers
Account managers
Customer support teams
Customer support teams
Sales operations leads
Sales operations leads
Revenue operations specialists
Revenue operations specialists
📈
Sales managers and directors
You review pipeline activity and communication metrics to forecast revenue, but your logs only update when reps manually record calls and messages, so the reports you rely on are always hours behind — with this integration, every interaction syncs instantly and your pipeline stays accurate.
Sales development representatives
You need to engage incoming leads within minutes of registration, but your team spends valuable time copying data between CRM records and messaging tools, so hot prospects go cold before outreach begins — automating both apps means every new lead receives an instant text and your response times drop to zero.
🤝
Account managers
You answer to clients who expect proactive updates after every phone conversation, but recording notes by hand leads to missed details and frustrated stakeholders — connecting these apps means every call summary and task logs itself automatically, ensuring total client transparency.
🎧
Customer support teams
You handle high volumes of inbound text messages and calls that require immediate task creation, but manual logging cannot keep up with customer demand, so support tickets slip through the cracks — this integration means every inbound message triggers instant task creation and team alerts.
⚙️
Sales operations leads
You depend on upstream contact creation to trigger outbound messaging sequences, but manual handoffs cause delays and broken workflows, so communication breakdowns stall momentum — connecting these apps means every CRM event triggers instant outreach without manual intervention.
📋
Revenue operations specialists
You maintain historical communication records across customer accounts, but manual data entry leaves gaps in your tracking tables, so auditing pipeline activity becomes an unreliable chore — automating both apps means every interaction is captured completely and your database remains immaculate.
Our team

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

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Why choose Integrately to automate Salesflare + Twilio

Build and manage your Salesflare + 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 Salesflare + 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 Salesflare to Twilio?
Frequently Asked Questions
You can connect Salesflare to Twilio in 1 click using ready workflows on Integrately, or use Integrately AI to build your exact multi-step automation. It also connects smoothly with Gmail, Slack, Google Sheets, and 1,500+ other apps.
Can I automatically send a Twilio SMS when a new contact is created in Salesflare?
Frequently Asked Questions
Can I connect Salesflare, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesflare and Twilio?
Frequently Asked Questions
How are contacts and leads handled between Salesflare and Twilio?
Frequently Asked Questions
Can I log Twilio call recordings and transcriptions in Salesflare?
Frequently Asked Questions
Do I need coding skills to automate Salesflare and Twilio?
Frequently Asked Questions
Is the Salesflare and Twilio integration free?
Frequently Asked Questions
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You Can Also Connect Salesflare or Twilio With 1500+ Other Apps

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