Zoho CRM + Twilio Integration

Integrate Twilio to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Log incoming messages, create and update records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • 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.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Get message medias 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 Twilio + Zoho CRM Integration

Capture incoming messages, create leads, keep records updated, alert your team, and send follow-ups, all in just one click.

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

Send Twilio sms for new Zoho CRM contact

Anytime a new contact is added to your Zoho 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 Zoho 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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Zoho CRM + Twilio Integration

Send Twilio sms for new Zoho CRM module

Automatically sending a Twilio sms whenever a new Zoho CRM module is created helps to ensure that you never miss an important update. Using this Zoho CRM - Twilio integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Twilio sms for every new Zoho CRM module is an essential way to stay on top of your work.
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Connect more apps to your Twilio + Zoho CRM flow

Connect your communication data to email, calendar, messaging, and finance tools to keep your pipeline moving. Pick a combination and activate it in one click.

Zoho CRM
Twilio
+
GmailGmail (5)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (4)
T
G
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Send an email in Gmail when an SMS is received in Twilio, and create a contact in Zoho CRM.
Incoming SMS messages generate a Gmail notification and create a Zoho CRM contact instantly, keeping your communication and records aligned.
T
G
Z
Send a confirmation email in Gmail when a call is finished in Twilio, and add a note to module entry in Zoho CRM.
Completed calls trigger a follow-up email in Gmail and log a detailed note in Zoho CRM so your communication history stays complete.
Z
T
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When a contact is created in Zoho CRM, send an SMS in Twilio and email the welcome details in Gmail.
New CRM contacts receive an immediate welcome SMS via Twilio and an introduction email through Gmail without manual intervention.
T
G
Z
If an SMS is received in Twilio with urgent status, send an alert email in Gmail and create a lead in Zoho CRM.
Urgent customer texts trigger priority Gmail alerts and create new Zoho CRM leads immediately so sales can respond fast.
T
G
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Use Claude to summarise every message received in Twilio, send the summary in Gmail, and update the lead in Zoho CRM.
AI analyses incoming Twilio messages, emailing concise briefs via Gmail and updating Zoho CRM lead records automatically.

Supported triggers and actions for Zoho CRM and Twilio

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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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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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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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 Twilio + Zoho CRM?

Streamline communication workflows by connecting every call, text, and message directly to your contact records.

What you can automate?
🔄
Sync inbound SMS directly into CRM leads
Every incoming text message in Twilio automatically creates or updates a lead record in Zoho CRM, ensuring no potential customer is ever overlooked.
📝
Capture full call details and transcripts
Map completed call recordings, transcriptions, and status changes from Twilio straight into detailed notes within Zoho CRM module entries.
🔔
Alert your team instantly on new messages
Notify relevant staff members the moment an important customer message arrives in Twilio or a new contact is registered in Zoho CRM.
🔀
Route communications based on submitted criteria
Trigger different follow-up actions and update specific lead fields in Zoho CRM depending on keywords found in incoming Twilio SMS texts.
⏱️
Keep contact records updated in real time
Ensure your CRM database reflects the most recent communication timestamps, call outcomes, and phone numbers without manual data entry.
🔍
Prevent duplicate records with smart matching
Search existing contacts before creating new entries, updating current Zoho CRM profiles when returning callers or texters reach out.
💳
Manage billing and payment notifications
Connect payment events and subscription statuses to update customer accounts and trigger automated follow-up communications.
📊
Extend your workflow to external spreadsheets
Log all communication activity and CRM updates into Google Sheets simultaneously for comprehensive team reporting and analysis.
And much more...

Who is Twilio + Zoho CRM integration for?

Teams handling high volumes of customer communications and CRM data rely on automated syncs to eliminate manual tracking and maintain accurate records.

Sales managers
Sales managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations directors
Operations directors
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales managers
You're reviewing conversion metrics and lead follow-up times, but your CRM records only update when someone manually logs calls and texts, so your pipeline reports are always hours behind — this integration means every inbound interaction lands in Zoho CRM instantly and your tracking stays current.
Customer support leads
You need to respond to urgent client inquiries fast, but missed text notifications leave tickets sitting unassigned in Twilio, so customers experience frustrating delays — automating both apps means every incoming message creates a contact and alerts your team right away.
🤝
Account executives
You answer to clients who expect immediate follow-ups after scheduled calls, but copying call summaries from Twilio into Zoho CRM takes hours, so your updates are always delayed — connecting these apps means call notes sync automatically and client reporting is always ready.
📊
Operations directors
The volume of inbound SMS and phone logs is too high for your staff to keep up by hand, leading to missing contact data and broken follow-up chains, so pipeline visibility suffers — with this integration, every communication channel flows directly into your CRM database without manual errors.
🎯
Business development reps
You depend on inbound leads from marketing campaigns to start outreach, but delayed handoffs between communication tools and Zoho CRM cost you valuable response time, so conversion rates drop — automating this workflow means new leads appear in your pipeline the second they text or call.
🗂️
CRM administrators
You need a reliable history of customer interactions, but manual logging leaves frustrating gaps in contact timelines and communication records, so historical audits fail — this integration means every call and text is captured accurately in Zoho CRM with zero missing records.
Our team

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Why choose Integrately to automate Zoho CRM + Twilio

Build and manage your Zoho 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 Zoho 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.
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 Twilio to Zoho CRM?
Frequently Asked Questions
You can connect Twilio to Zoho CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow and map your fields. It connects smoothly with Gmail, Slack, and 1,500+ other apps.
Can I automatically create Zoho CRM leads from incoming Twilio SMS messages?
Frequently Asked Questions
Can I connect Twilio, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Twilio and Zoho CRM?
Frequently Asked Questions
How does Twilio data trigger updates in Zoho CRM?
Frequently Asked Questions
Can I update existing Zoho CRM contacts when a Twilio call finishes?
Frequently Asked Questions
Do I need coding skills to automate Twilio and Zoho CRM?
Frequently Asked Questions
Is the Twilio and Zoho CRM integration free?
Frequently Asked Questions
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