Teamwork CRM + Twilio Integration

Integrate Teamwork CRM to Twilio in one click, or tell Integrately AI how you want each deal handled. Log incoming messages, create matching deals, trigger SMS notifications, and track call statuses automatically.

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1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM 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.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • 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 Teamwork CRM + Twilio Integration

Send SMS alerts when deals are created, log incoming customer messages as notes, update contact details, and trigger follow-up calls, all in just one click.

Most popular automationsmost-popular-automations
Teamwork CRM + Twilio Integration

Send Twilio sms for new Teamwork CRM contact

Anytime a new contact is added to your Teamwork CRM, 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 Teamwork CRM - 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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Activate
Teamwork CRM + Twilio Integration

Send Twilio sms for new Teamwork CRM deal

Whenever a new deal is created in your Teamwork CRM, 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 Teamwork CRM - 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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Connect more apps to your Teamwork CRM + Twilio flow

Sync your core communications and CRM data with customer records, payment platforms, and team chat tools. Pick a combination and activate it in one click.

Teamwork CRM
Twilio
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SalesforceSalesforce (6)
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HubspotHubspot (6)
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CalendlyCalendly (6)
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StripeStripe (6)
+
GmailGmail (6)
+
SlackSlack (6)
T
S
T
Create a Salesforce contact for every new Teamwork CRM contact, and send a welcome SMS via Twilio.
New Teamwork CRM contacts sync directly to Salesforce while Twilio dispatches an instant welcome SMS, eliminating manual data entry.
T
S
T
Add every new Teamwork CRM deal to Salesforce, and send a notification SMS in Twilio.
Deals created in Teamwork CRM automatically populate in Salesforce, and Twilio alerts your team via SMS.
T
T
S
T
When a Twilio message is received, log the details in Teamwork CRM and update Salesforce.
Incoming Twilio messages update your Salesforce records and create corresponding notes in Teamwork CRM.
T
S
T
If a Teamwork CRM deal is updated, sync the change to Salesforce and notify the client via Twilio WhatsApp.
Deal updates in Teamwork CRM sync to Salesforce and trigger an automated WhatsApp message through Twilio.
T
T
S
Use Claude to analyse incoming Twilio call transcripts, create a Teamwork CRM note, and update Salesforce.
Claude summarises Twilio call transcriptions, saving the notes in Teamwork CRM and updating Salesforce.
T
S
T
When a company is created in Teamwork CRM, add it to Salesforce and schedule a follow-up call in Twilio.
New Teamwork CRM companies populate in Salesforce while Twilio triggers an automated call task.

Supported triggers and actions for Teamwork CRM and Twilio

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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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 Teamwork CRM + Twilio?

Connect your sales pipeline to cloud communications for seamless lead management and automated messaging.

What you can automate?
🚀
Trigger SMS messages from new deals
Send automated SMS notifications through Twilio the exact moment a new deal is created in Teamwork CRM. Reach prospects instantly without manual intervention.
📥
Capture incoming messages as CRM notes
Log every SMS or WhatsApp message received in Twilio directly into Teamwork CRM as a note. Maintain complete conversation histories without copy-pasting.
🔄
Sync deal updates across platforms
Update deal stages in Teamwork CRM and trigger corresponding Twilio WhatsApp or SMS updates automatically. Keep clients informed as projects progress.
📞
Initiate calls from new contacts
Trigger phone calls or call logs in Twilio whenever a new contact or company is created in Teamwork CRM. Streamline your outbound sales cadence.
🗂️
Maintain clean contact records
Keep contact properties and company details synchronised between Teamwork CRM and Twilio communications. Prevent duplicate entries and outdated information.
🎙️
Automate call transcription logging
Capture call transcriptions and recordings from Twilio and store them as structured notes or activities in Teamwork CRM. Review summaries faster.
⚡
Handle status changes instantly
Trigger automated workflows when call statuses change or messages are received in Twilio, updating your Teamwork CRM pipeline without delay.
🔗
Extend flows to team chat tools
Connect Teamwork CRM and Twilio with Slack, Gmail, or Stripe to build multi-app pipelines that notify your entire team on every conversion.
And much more...

Who is Teamwork CRM + Twilio integration for?

Sales teams, account managers, and support professionals use this integration to keep pipeline data accurate and client communications fully automated across platforms.

Sales Operations Managers
Sales Operations Managers
Customer Support Leads
Customer Support Leads
Account Executives
Account Executives
Revenue Operations Teams
Revenue Operations Teams
Business Development Reps
Business Development Reps
Sales Leaders
Sales Leaders
📈
Sales Operations Managers
You're tracking deals across Teamwork CRM while sales reps manually text clients through Twilio, so your conversion reports never match actual outreach volume — automating both apps means every deal update triggers instant messaging and accurate pipeline tracking without manual logging.
⚡
Customer Support Leads
You manage incoming customer queries in Twilio but find out about urgent requests hours after they arrive because notes are missing in Teamwork CRM — integrating these apps means every inbound message updates your CRM records instantly so your team responds without delay.
🤝
Account Executives
You answer to clients who expect immediate follow-up after every deal stage change, but cross-referencing contact details takes valuable time away from selling — with this integration, every deal update dispatches personalised WhatsApp messages and updates records automatically.
📊
Revenue Operations Teams
The volume of new deals and inbound communications is too high for anyone to keep up by hand, leading to missed follow-ups and unlogged interactions — automating both apps means customer records and messaging logs stay synchronized across your entire stack.
🎯
Business Development Reps
You own the outreach step and depend on inbound leads being created correctly in Teamwork CRM before you can dial numbers in Twilio — this integration means new contacts flow straight into your calling queue the moment they enter the system.
📝
Sales Leaders
You need a reliable history of customer interactions and keep finding gaps where reps forgot to log calls or texts in Teamwork CRM — connecting these apps means every SMS, call record, and deal note is captured accurately from day one.
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Why choose Integrately to automate Teamwork CRM + Twilio

Build and manage your Teamwork CRM + 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 Teamwork CRM + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Teamwork CRM to Twilio?
Frequently Asked Questions
You can connect Teamwork CRM to Twilio in 1 click using ready workflows on Integrately, or use Integrately AI to build custom flows with Salesforce, Hubspot, and Slack.
Can I automatically send an SMS when a new deal is created in Teamwork CRM?
Frequently Asked Questions
Can I connect Teamwork CRM, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Teamwork CRM and Twilio?
Frequently Asked Questions
How are customer messages handled between Twilio and Teamwork CRM?
Frequently Asked Questions
Can I trigger calls in Twilio based on Teamwork CRM contact activity?
Frequently Asked Questions
Do I need coding skills to automate Teamwork CRM and Twilio?
Frequently Asked Questions
Is the Teamwork CRM and Twilio integration free?
Frequently Asked Questions
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