Customerly + Twilio Integration

Integrate Customerly to Twilio in one click, or tell Integrately AI how you want each lead handled. Send SMS notifications, log call details, update user statuses, and trigger customer communications automatically.

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1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly 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.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • 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 Customerly + Twilio Integration

Send instant SMS notifications, dispatch WhatsApp messages, update user profiles, log call statuses, and trigger follow-up communications, all in just one click.

Most popular automationmost-popular-automations
Customerly + Twilio Integration

Send Twilio sms for new Customerly contact

Anytime a new contact is added to your Customerly, 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 Customerly - 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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Connect more apps to your Customerly + Twilio flow

Sync your communication triggers with e-commerce data, customer support tickets, email campaigns, and payment notifications. Pick a combination and activate it in one click.

Customerly
Twilio
+
ShopifyShopify (5)
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MailchimpMailchimp (5)
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SlackSlack (5)
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Google SheetsGoogle Sheets (5)
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StripeStripe (5)
+
ZendeskZendesk (5)
C
S
T
Create a Shopify customer when a lead is created in Customerly, and send a welcome SMS via Twilio
New Customerly leads instantly appear in Shopify as customers while Twilio dispatches a welcome SMS, eliminating manual data entry.
S
C
T
When a Shopify order status changes, update the user in Customerly and send a WhatsApp message via Twilio
Order updates in Shopify trigger user updates in Customerly and automated WhatsApp messages via Twilio.
C
S
T
Create a Shopify draft order for Customerly leads, send an SMS via Twilio, and track order details
Customerly leads automatically generate Shopify draft orders accompanied by a Twilio SMS confirmation.
S
C
T
When a Shopify refund is processed, update Customerly tags and send a Twilio SMS alert
Refund events in Shopify update user tags in Customerly and trigger instant SMS notifications via Twilio.
S
C
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Use ChatGPT to analyse Shopify order notes for Customerly leads, send a WhatsApp message via Twilio, and tag the user
ChatGPT reviews Shopify notes for Customerly leads, triggering targeted WhatsApp alerts via Twilio.

Supported triggers and actions for Customerly and Twilio

Mix and match to build the exact automation you need

Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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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 Customerly + Twilio?

Streamline your e-commerce communications by connecting customer actions directly to automated messaging workflows.

What you can automate?
🚀
Send SMS reminders instantly on lead creation
Trigger automated SMS messages through Twilio the exact moment a new lead is created in Customerly. Ensure immediate engagement without manual intervention.
📝
Capture every submitted user detail accurately
Map all available Customerly lead fields into your Twilio message parameters instead of just basic names. Deliver fully personalized text updates every time.
🔔
Notify your team the second a user registers
Alert staff members immediately via SMS or WhatsApp whenever a new user is created in Customerly. Keep your team aligned and responsive.
🔀
Route communications based on user tags
Send different Twilio WhatsApp templates depending on the specific tags applied to your Customerly users. Tailor your outreach to match customer segments.
🔄
Keep profiles updated across both platforms
Ensure user status changes in Customerly automatically synchronize with your communication logs in Twilio. Eliminate mismatched records and confusion.
🔍
Prevent duplicate contacts and messaging
Check existing customer records before triggering Twilio messages from Customerly events. Keep your outreach clean and avoid sending duplicate texts.
💳
Handle payment and subscription status changes
Trigger Twilio alerts whenever a user's subscription or payment status updates in Customerly. Keep billing communication timely and accurate.
🔌
Extend your workflow to Shopify orders
Connect Customerly and Twilio with Shopify to trigger automated SMS updates whenever store orders are created or fulfilled. Build a complete e-commerce pipeline.
And much more...

Who is Customerly + Twilio integration for?

E-commerce managers, marketing specialists, and customer success teams rely on Customerly and Twilio integration to eliminate manual communication delays and keep engagement workflows running smoothly.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
E-commerce store owners
E-commerce store owners
Sales representatives
Sales representatives
Operations coordinators
Operations coordinators
📈
Performance marketers
You're running campaigns across multiple channels but your performance reports only update when someone manually exports lead metrics, so the conversion numbers you're reviewing are always a few hours behind — this integration means every new lead triggers automated tracking instantly and your analytics stay current.
⚡
Customer support leads
You need to act fast when urgent issues arise, but incoming inquiries sit unattended in your CRM inbox until someone checks manually, so high-priority requests are handled too late — with this integration, every new inquiry dispatches an instant SMS notification and your team responds immediately.
🤝
Account managers
You answer to clients who want to see daily progress updates, but compiling communication histories requires tedious manual searching across platforms, so your status reports are always delayed — automating both apps means every interaction is logged instantly and your client updates write themselves.
🛒
E-commerce store owners
The volume of customer inquiries and order notifications is too high for anyone to keep up with by hand, leading to missed follow-ups and frustrated buyers — connecting these apps means every customer event triggers automated messaging instantly and your communication scales effortlessly.
💼
Sales representatives
You own the closing step and depend on upstream lead handoffs, but leads get lost between creation and notification, so potential deals stall out before you can call them — this integration means every new lead triggers an immediate text alert and your pipeline moves without friction.
📋
Operations coordinators
You need a reliable audit history of all customer communications, but manual logging leaves persistent gaps in your database, so compliance checks are always stressful — with this integration, every text and user update is recorded automatically and your records remain complete.
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Why choose Integrately to automate Customerly + Twilio

Build and manage your Customerly + 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 Customerly + 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customerly to Twilio?
Frequently Asked Questions
You can connect Customerly to Twilio using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the automation and map the fields. It works seamlessly alongside apps like Shopify, Mailchimp, and Slack.
Can I send an SMS via Twilio automatically when a lead is created in Customerly?
Frequently Asked Questions
Can I connect Customerly, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Twilio?
Frequently Asked Questions
How does Customerly handle lead creation events in this integration?
Frequently Asked Questions
Can Twilio trigger updates to user records in Customerly?
Frequently Asked Questions
Do I need coding skills to automate Customerly and Twilio?
Frequently Asked Questions
Is the Customerly and Twilio integration free?
Frequently Asked Questions
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You Can Also Connect Customerly or Twilio With 1500+ Other Apps

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