Integrate Clientify with Twilio
Send information between Clientify and Twilio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Twilio when a new contact is created in Clientify
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Twilio whenever a new contact is added in Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
Send a welcome email in Twilio when a new contact is created in Clientify
Clientify + Twilio
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Supported triggers and actions
Integrate Clientify and Twilio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
WhatsApp message received
Triggers when a new WhatsApp message from a customer is received
SMS message received
Triggers when a new SMS message is received
SMS message sent or received
Triggers when a new SMS is sent or received
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create task
Creates a new task
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Send templated message through SMS, WhatsApp, or Facebook
Sends a templated message through the desired platform
Send SMS or WhatsApp message
Sends a WhatsApp or SMS message to the listed numbers
Fetch message
Fetches the details of a message by its ID
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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Webhook triggers
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
