Agile CRM + Twilio Integration

Integrate Agile CRM to Twilio in one click, or tell Integrately AI how you want each contact handled. Send SMS messages, trigger WhatsApp notifications, update your CRM records, and log communication activities automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile 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.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile 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 Agile CRM + Twilio Integration

Capture new contacts, trigger automated text messages, update deals, log calls, and alert your team members, all in just one click.

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

Send Twilio sms for new Agile CRM contact

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

Send Twilio sms for new Agile CRM task

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

Send Twilio sms for new Agile CRM deal

Whenever a new deal is created in your Agile 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 Agile 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 Agile CRM + Twilio flow

Capture leads from your CRM, send instant communications via Twilio, and keep your marketing, scheduling, and team chats updated. Pick a combination and activate it in one click.

Agile CRM
Twilio
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HubSpotHubSpot (8)
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MailchimpMailchimp (8)
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CalendlyCalendly (8)
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StripeStripe (8)
+
SlackSlack (8)
+
GmailGmail (8)
H
A
T
Add every new HubSpot contact to Agile CRM and send a welcome SMS via Twilio
New HubSpot contacts appear in Agile CRM instantly and trigger an automated welcome SMS in Twilio, eliminating manual data entry.
H
A
T
Notify your team in Twilio when a HubSpot deal is created, and log it in Agile CRM
Every new HubSpot deal immediately logs a task in Agile CRM and notifies your team via Twilio SMS.
H
A
T
When a HubSpot deal stage changes, update Agile CRM and send a Twilio WhatsApp message
Deal stage updates in HubSpot automatically update Agile CRM records and trigger a Twilio WhatsApp message.
H
A
T
Create an Agile CRM task for every HubSpot form submission, and call the rep via Twilio
HubSpot form submissions instantly generate an Agile CRM task and initiate a phone call notification through Twilio.
H
A
T
If a HubSpot contact is enterprise tier, create an Agile CRM deal and send a Twilio SMS
Enterprise contacts in HubSpot trigger a high-value Agile CRM deal and a priority SMS alert in Twilio.
H
A
T
When a HubSpot deal is closed won, update Agile CRM and send a Twilio confirmation SMS
Closed deals in HubSpot update Agile CRM records and send an automated confirmation text via Twilio.
H
A
T
Use Claude to summarise HubSpot form submissions, create Agile CRM notes, and send Twilio SMS briefs
Claude analyses HubSpot form submissions, saves notes in Agile CRM, and texts a brief via Twilio.
H
A
S
T
Turn won HubSpot deals into Agile CRM records, create Stripe invoices, and send Twilio SMS notices
Won HubSpot deals create Agile CRM profiles, generate Stripe invoices, and trigger Twilio text notifications.

Supported triggers and actions for Agile CRM and Twilio

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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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 Agile CRM + Twilio?

Streamline your CRM workflows and cloud communications with automated triggers and real-time data synchronization.

What you can automate?
🔄
Sync new Agile CRM contacts to Twilio messaging
Automatically trigger an instant SMS or WhatsApp message in Twilio the moment a new contact or deal is created in Agile CRM.
📋
Capture every submitted field without manual entry
Map all available contact details and custom fields from Agile CRM into your Twilio communication templates instead of only basic names.
🔔
Notify the right team member instantly
Alert sales representatives and support agents via Twilio voice calls or SMS as soon as high-priority Agile CRM tasks or deals change status.
🔀
Route communications based on submitted criteria
Send different Twilio message templates or trigger specific Agile CRM deal workflows depending on the exact tier or tag submitted by the customer.
🔄
Keep CRM records updated as calls finish
Automatically update contact notes, add tags, or log call details in Agile CRM whenever a Twilio communication status changes.
🔍
Add or update records without creating duplicates
Search existing Agile CRM records before creating new entries to keep your database clean and organized across every automation run.
⏱️
Handle later status changes and deal milestones
Trigger automated follow-up messages or update task statuses in Agile CRM when deal milestones change or call recordings become available.
🔗
Extend your workflow to Slack or Gmail
Connect your Agile CRM and Twilio automation with Slack or Gmail to notify internal teams whenever a customer interaction takes place.
And much more...

Who is Agile CRM + Twilio integration for?

Connecting Agile CRM and Twilio eliminates manual handoffs between CRM records and customer communications, helping teams respond faster and keep data accurate.

Sales Managers
Sales Managers
Support Teams
Support Teams
Account Executives
Account Executives
Customer Success Reps
Customer Success Reps
Business Development Reps
Business Development Reps
Operations Directors
Operations Directors
📈
Sales Managers
You're reviewing pipeline reports in Agile CRM but customer communication histories in Twilio only update when someone manually logs call details, so your conversion metrics are always a few hours behind — with this integration, every interaction is recorded instantly and your dashboard stays current.
Support Teams
You need to act fast when customer issues arise in Agile CRM, but without automated Twilio SMS triggers you find out about urgent requests too late — with this integration, critical alerts fire immediately and customer response times drop significantly.
🤝
Account Executives
You answer to clients who want to see immediate progress after a deal stage changes in Agile CRM, but manual updates leave gaps in communication — this integration means every status shift instantly triggers a Twilio notification, keeping stakeholders fully informed.
🔄
Customer Success Reps
The volume of new contact creations and deal updates in Agile CRM is too high for anyone to keep up with by hand, leading to missed messaging follow-ups — automating both apps means every customer receives timely Twilio updates without manual intervention.
🎯
Business Development Reps
You own the next step in Agile CRM and depend on someone upstream to hand over lead details before you can initiate contact via Twilio — automating both apps means contact records and communication triggers happen simultaneously.
📋
Operations Directors
You need a reliable audit history of customer touchpoints across Agile CRM and Twilio, but manual logging keeps leaving gaps in your records — this integration means every interaction and status change is captured with complete precision.
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 Agile CRM + Twilio

Build and manage your Agile 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 Agile 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to Twilio?
Frequently Asked Questions
You can connect Agile CRM to Twilio in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It syncs with Hubspot, Slack, Gmail, and 1,500+ other apps.
Can I automatically send a Twilio SMS when a new Agile CRM contact is created?
Frequently Asked Questions
Can I connect Agile CRM, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Twilio?
Frequently Asked Questions
How does Agile CRM handle new contact creation in this integration?
Frequently Asked Questions
How does Twilio trigger automated messages in this integration?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Twilio?
Frequently Asked Questions
Is the Agile CRM and Twilio integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Twilio With 1500+ Other Apps

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