SharpSpring + Twilio Integration

Integrate SharpSpring to Twilio in one click, or tell Integrately AI how you want each contact handled. Send instant SMS notifications, update communication records, and trigger follow-up actions automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
  • 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.
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring
  • 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 SharpSpring + Twilio Integration

Capture new contacts, send SMS messages, update records, alert your team, and trigger follow-ups, all in just one click.

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Connect more apps to your SharpSpring + Twilio flow

Send contact updates to your CRM, schedule follow-up meetings, and notify your support channels instantly. Pick a combination and activate it in one click.

SharpSpring
Twilio
+
SalesforceSalesforce (3)
+
CalendlyCalendly (3)
+
HubspotHubspot (3)
+
TypeformTypeform (3)
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GmailGmail (3)
+
SlackSlack (3)
S
T
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Create a Salesforce lead for every new SharpSpring contact and send a welcome SMS via Twilio
New SharpSpring contacts instantly generate a Salesforce lead and trigger a Twilio SMS, removing manual data entry.
S
T
S
When a SharpSpring form submission occurs, send a Twilio SMS and update the Salesforce account
Form submissions in SharpSpring automatically trigger a Twilio text message and update your Salesforce records.
S
T
S
Create a Salesforce opportunity from a new SharpSpring opportunity and notify contacts via Twilio
New SharpSpring opportunities instantly create matching Salesforce deals and trigger a Twilio message.

Supported triggers and actions for SharpSpring and Twilio

Mix and match to build the exact automation you need

SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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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
Try it →
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
Try it →

What can you automate with SharpSpring + Twilio?

Streamline your marketing automation and customer communications with ready-made workflows.

What you can automate?
🚀
Automate instant Twilio text messages for new SharpSpring contacts
Send a welcome text message through Twilio the moment a new contact is created in SharpSpring. Eliminate manual delays and engage prospects while their interest is highest.
📝
Capture every submitted form field in your records
Map all available SharpSpring form responses directly into your communication logs and CRM fields. Ensure no detail is lost during the lead handoff process.
🔔
Alert team members as soon as events happen
Trigger instant notifications or SMS alerts whenever important activities occur in SharpSpring or Twilio. Keep your entire team informed in real time.
🔀
Route communications based on submitted form data
Send different Twilio message templates or update specific SharpSpring accounts depending on the criteria selected by the user during submission.
🔄
Keep contact records up to date automatically
Synchronize account changes, opportunity updates, and contact details across SharpSpring and Twilio without manual copy-pasting.
🛡️
Prevent duplicate records during synchronization
Search existing databases before creating new contacts or accounts in SharpSpring and Twilio. Maintain a clean and organized customer database.
⏱️
Manage status changes and follow-up sequences
Trigger automated messaging workflows when call statuses change, opportunities close, or form submissions are finalized in your marketing platform.
🔌
Extend your workflows to external CRM tools
Connect your SharpSpring and Twilio automation flow with Salesforce to log activities, update pipelines, and keep sales teams aligned.
And much more...

Who is SharpSpring + Twilio integration for?

Connecting SharpSpring and Twilio helps marketing, sales, and support teams eliminate manual data entry and communicate with leads instantly.

Marketing Managers
Marketing Managers
Sales Development Reps
Sales Development Reps
Agency Account Directors
Agency Account Directors
Operations Teams
Operations Teams
Customer Success Leads
Customer Success Leads
Business Analysts
Business Analysts
📈
Marketing Managers
You're tracking campaign metrics across multiple dashboards but your lead response logs only update when someone manually exports contacts, so your conversion reports are always delayed — with this integration, every new lead triggers automated Twilio messaging instantly and your data stays current.
Sales Development Reps
You need to reach out to inbound prospects immediately, but contact details sit unnotified in SharpSpring until someone checks the dashboard, so leads go cold before you call — with this integration, every new contact triggers instant Twilio SMS alerts and your response times drop.
🤝
Agency Account Directors
You answer to clients who expect real-time updates on campaign lead generation, but manual reporting takes hours every week, so your client reviews lack up-to-the-minute data — with this integration, every form submission updates records automatically and your communication workflows run smoothly.
📊
Operations Teams
The volume of inbound form submissions is too high for anyone to keep up by hand, so contact records get missed or duplicated across systems — with this integration, every submission is processed instantly and your database remains organized without manual intervention.
🎯
Customer Success Leads
You own the onboarding follow-up and depend on marketing to hand over contact details, but communication handoffs get delayed, so new users wait too long for their first check-in — with this integration, every account creation triggers immediate Twilio outreach.
📋
Business Analysts
You need a reliable communication history for performance auditing, but manual logging leaves gaps in your tracking records, so your conversion analytics are incomplete — with this integration, every interaction is logged accurately and your audit trail stays complete.
Our team

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Why choose Integrately to automate SharpSpring + Twilio

Build and manage your SharpSpring + 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 SharpSpring + 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 SharpSpring to Twilio?
Frequently Asked Questions
You can connect SharpSpring to Twilio in 1 click using ready-made templates on Integrately, or use Integrately AI to build your exact workflow. You can also connect Salesforce, HubSpot, Slack, and 1,500+ other apps.
Can I automatically send Twilio SMS messages when a new SharpSpring contact is created?
Frequently Asked Questions
Can I connect SharpSpring, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SharpSpring and Twilio?
Frequently Asked Questions
How does SharpSpring handle contact creation data in this integration?
Frequently Asked Questions
Can Twilio trigger actions in SharpSpring when call statuses change?
Frequently Asked Questions
Do I need coding skills to automate SharpSpring and Twilio?
Frequently Asked Questions
Is the SharpSpring and Twilio integration free?
Frequently Asked Questions
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You Can Also Connect SharpSpring or Twilio With 1500+ Other Apps

SharpSpring
Popular SharpSpring Integrations
Connect SharpSpring to CRMs, email marketing tools, and analytics platforms to manage and track your marketing campaigns.
Twilio
Popular Twilio Integrations
Sync Twilio with support helpdesks, messaging platforms, and notification tools to keep communication workflows running across your stack.
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