Salesmate + Twilio Integration

Integrate Salesmate to Twilio in one click, or tell Integrately AI how you want each contact handled. Send text messages, log call details, update deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • 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.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
  • 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 Salesmate + Twilio Integration

Send text messages for new contacts, update deals, log call status changes, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesmate + Twilio Integration

Send Twilio sms for new Salesmate contact

Anytime a new contact is added to your Salesmate, 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 Salesmate - 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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Salesmate + Twilio Integration

Send Twilio sms for new Salesmate deal

Whenever a new deal is created in your Salesmate, 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 deal 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 deals. In short, this Salesmate - Twilio integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesmate + Twilio flow

Sync customer records, alert team channels, and log communication notes across your connected business tools. Pick a combination and activate it in one click.

Salesmate
Twilio
+
HubspotHubspot (3)
+
CalendlyCalendly (2)
+
GmailGmail (2)
+
StripeStripe (2)
+
SlackSlack (2)
+
NotionNotion (2)
S
H
T
Create a HubSpot contact for every new Salesmate contact, and send a welcome SMS via Twilio.
New Salesmate contacts immediately appear in HubSpot while Twilio dispatches a welcome SMS, keeping your records unified and your leads engaged.
S
H
T
Update the HubSpot contact when a Salesmate deal is updated, and send an update via Twilio SMS.
Deal progress in Salesmate automatically updates your HubSpot contact details and triggers a Twilio SMS notification.
S
C
H
T
Use ChatGPT to analyze new Salesmate contacts, create a HubSpot record, and send an SMS via Twilio.
ChatGPT analyzes incoming Salesmate contacts, creating an enriched HubSpot record and triggering a personalized Twilio SMS.

Supported triggers and actions for Salesmate and Twilio

Mix and match to build the exact automation you need

Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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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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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 Salesmate + Twilio?

Streamline your customer communication and pipeline management by connecting every sales event directly to automated messaging workflows.

What you can automate?
🚀
Trigger SMS outreach for new contacts
Automatically send a personalized SMS via Twilio the moment a new contact is created in Salesmate, ensuring immediate prospect engagement without manual typing.
📋
Capture every submitted field in your CRM
Map all incoming contact details, notes, and activity data directly between Salesmate and Twilio records so your team never misses critical background context.
🔔
Alert your team when calls finish
Notify team members instantly when a Twilio call finishes or changes status, updating the corresponding Salesmate activity right away.
🔀
Route messages based on contact fields
Send standard SMS templates for regular leads or priority WhatsApp messages for enterprise clients based on submitted Salesmate deal values.
🔄
Keep records updated as deals change
Automatically update contact information and deal stages across both apps whenever pipeline activity occurs in Salesmate.
👥
Prevent duplicate records during sync
Search existing contacts before creation so your database stays clean and free of duplicate entries when Twilio events trigger new actions.
📅
Handle later status changes and follow-ups
Trigger automated text message follow-ups when call recordings become available or when deal stages move to closed won in Salesmate.
🔗
Extend your flow to Slack or HubSpot
Connect your core Salesmate and Twilio automation to supporting apps like Slack or HubSpot to notify internal channels instantly.
And much more...

Who is Salesmate + Twilio integration for?

Connect Salesmate and Twilio to eliminate manual data entry, accelerate communication speed, and keep your entire team synchronized across sales and messaging channels.

Sales managers
Sales managers
Field sales representatives
Field sales representatives
Account executives
Account executives
Customer support teams
Customer support teams
Business development reps
Business development reps
Operations directors
Operations directors
📈
Sales managers
You rely on accurate pipeline metrics to forecast growth, but manual contact logging leaves your reports incomplete — this integration means every new contact and deal update is captured instantly so your dashboard numbers remain accurate.
Field sales representatives
You need to reach out to leads the moment they express interest, but delayed notifications cause you to lose deals to faster competitors — automating both apps means text messages and CRM records trigger the second a lead arrives.
🤝
Account executives
You answer to clients who expect immediate follow-ups after every scheduled consultation, but manual handoffs create frustrating delays — connecting these apps means meeting bookings trigger instant SMS confirmations and CRM updates.
📞
Customer support teams
The volume of inbound calls and text messages is too high for your staff to log by hand, leading to missed communication history — this integration means every call status and message is recorded automatically without manual effort.
🔄
Business development reps
You depend on upstream prospect creation to start your outreach sequence, but manual data transfers slow down your daily workflow — automating both apps means new contacts flow straight into your communication queue instantly.
🗂️
Operations directors
You need a reliable history of all prospect interactions, but manual entry errors leave frustrating gaps in your database — connecting these apps means every activity and deal change is logged accurately every time.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Salesmate + Twilio

Build and manage your Salesmate + 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 Salesmate + 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 Salesmate to Twilio?
Frequently Asked Questions
You can connect Salesmate to Twilio in just one click using ready-made workflows on Integrately. Select your trigger event in Salesmate and your action in Twilio, or ask Integrately AI to build the automation for you.
Can I automatically send a Twilio SMS when a Salesmate contact is created?
Frequently Asked Questions
Can I connect Salesmate, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesmate and Twilio?
Frequently Asked Questions
How does Salesmate data sync with Twilio messaging?
Frequently Asked Questions
Can I trigger Twilio calls from Salesmate activities?
Frequently Asked Questions
Do I need coding skills to automate Salesmate and Twilio?
Frequently Asked Questions
Is the Salesmate and Twilio integration free?
Frequently Asked Questions
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