Solve CRM + Twilio Integration

Integrate Solve CRM to Twilio in one click, or tell Integrately AI how you want each contact handled. Send instant text messages, trigger WhatsApp notifications, log communication details, and keep your contact records updated automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve 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.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve 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 Solve CRM + Twilio Integration

Send instant text messages, trigger WhatsApp templates, update contact records, and notify your team, all in just one click.

Most popular automationmost-popular-automations
Solve CRM + Twilio Integration

Send Twilio sms for new Solve CRM contact

Anytime a new contact is added to your Solve 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 Solve 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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Connect more apps to your Solve CRM + Twilio flow

Sync your communication workflows with spreadsheets, calendars, and CRMs to keep your entire team aligned. Pick a combination and activate it in one click.

Solve CRM
Twilio
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Google SheetsGoogle Sheets (4)
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CalendlyCalendly (3)
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HubspotHubspot (3)
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GmailGmail (3)
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StripeStripe (3)
+
SlackSlack (3)
S
G
T
Add every new Solve CRM contact to Google Sheets and send a confirmation SMS in Twilio
New Solve CRM contacts appear in your Google Sheets spreadsheet instantly while Twilio sends out a confirmation text, eliminating manual data entry.
T
G
S
When a Twilio message is received, log the details in Google Sheets and create a company in Solve CRM
Incoming Twilio messages are logged in Google Sheets while automatically creating a company record in Solve CRM.
T
C
G
S
Use ChatGPT to summarise incoming Twilio recordings, log the summary in Google Sheets, and create a contact in Solve CRM
ChatGPT analyses Twilio call recordings, saves the brief in Google Sheets, and creates a contact in Solve CRM.
S
G
T
When a Solve CRM company is created, log it in Google Sheets and call the phone number using Twilio
New Solve CRM companies update your Google Sheets tracker while Twilio initiates an outbound phone call.

Supported triggers and actions for Solve CRM and Twilio

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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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 Solve CRM + Twilio?

Streamline your communication operations by connecting customer service records with automated messaging and calls.

What you can automate?
💬
Trigger Twilio SMS messages from Solve CRM contacts
Automatically send text messages or WhatsApp notifications whenever a new contact or company is created in Solve CRM, ensuring immediate client outreach without manual dialing.
📝
Capture every submitted field in workflows
Map all available contact details and message attributes across your systems instead of just basic names, ensuring comprehensive data capture for every interaction.
🔔
Notify team members instantly upon new activity
Alert the right department the moment a customer message arrives or a call finishes, ensuring rapid internal coordination and follow-up.
🔀
Route messages based on submitted criteria
Trigger different workflows depending on whether a message contains specific keywords or phone numbers, directing communication to the right channel automatically.
🔄
Keep contact records updated as interactions change
Automatically update existing contact profiles and company records whenever call statuses or message threads evolve in Twilio.
🛡️
Prevent duplicate records with smart matching
Update existing contact entries or create new ones intelligently, preventing messy duplicate profiles in your Solve CRM database.
⏱️
Handle later call and message status changes
Automate follow-up actions when call statuses change, recordings become available, or transcriptions finish processing in Twilio.
📊
Extend your workflow to Google Sheets
Log every synchronized contact, message history, and call detail directly into Google Sheets alongside your Solve CRM and Twilio automation.
And much more...

Who is Solve CRM + Twilio integration for?

Connecting Solve CRM and Twilio streamlines customer service communication, ensuring seamless contact management and instant messaging for teams.

Marketing analysts
Marketing analysts
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Operations managers
Operations managers
Compliance officers
Compliance officers
📈
Marketing analysts
You report on inbound lead conversion rates from campaigns, but your tracking data only updates when someone manually exports records, so the metrics you review are always outdated — with this integration, every new contact lands instantly and your dashboard stays current.
⚡
Sales representatives
You need to respond to high-intent enquiries immediately, but notification delays mean you only discover new leads hours later, so prospective clients often buy elsewhere — with this integration, every new contact triggers instant alerts and your response times drop.
🤝
Account managers
You answer to clients who expect real-time updates on communication and scheduling, but compiling logs manually leaves gaps in your progress reports — with this integration, every call and message is tracked automatically and your client reporting is always accurate.
🎧
Customer support leads
Your ticket and call volumes are too high for anyone to log manually, so incoming messages slip through the cracks and customer satisfaction drops — with this integration, every interaction is captured instantly and your team stays on top of queue volume.
📋
Operations managers
You depend on upstream team members to hand over contact details before you can begin provisioning, but handoff bottlenecks stall your workflow — with this integration, every new company creation triggers downstream notifications instantly and work starts right away.
🔍
Compliance officers
You need a complete and reliable audit trail of all customer communications, but manual record-keeping always leaves missing entries in your logs — with this integration, every message and contact is logged permanently and your audit history remains complete.
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Why choose Integrately to automate Solve CRM + Twilio

Build and manage your Solve 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 Solve 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 Solve CRM to Twilio?
Frequently Asked Questions
You can connect Solve CRM to Twilio easily using 1-click automations on Integrately, along with tools like Google Sheets, Calendly, and Slack. Simply pick a ready workflow or ask Integrately AI to build the automation and map the fields.
How can I automatically send SMS in Twilio when a new contact is created in Solve CRM?
Frequently Asked Questions
Can I connect Solve CRM, Twilio, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and Twilio?
Frequently Asked Questions
How do contact updates work between Solve CRM and Twilio?
Frequently Asked Questions
Can I trigger calls based on Solve CRM company creation?
Frequently Asked Questions
Do I need coding skills to set up Solve CRM and Twilio integrations?
Frequently Asked Questions
Is the Solve CRM and Twilio integration free?
Frequently Asked Questions
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