Twilio CRM Integration
Add SMS, voice, and WhatsApp directly into your CRM with Twilio. No separate phone system needed.
Most CRMs either don't have native communication features or charge premium rates for basic SMS and calling. We integrate Twilio directly into your custom CRM so your team can send texts, make calls, and manage WhatsApp conversations from the contact record itself. Every interaction is logged automatically. No separate phone system. No per-minute surprise bills from a CRM vendor markup. You pay Twilio's rates directly and we build the interface.
What We Connect with Twilio
Specific data points and features we sync between Twilio and your custom CRM. Not a generic connector that maps name and email and calls it done.
- Click-to-call and click-to-text directly from CRM contact records
- Inbound call and SMS routing based on CRM contact ownership
- Automatic call logging with duration, recording links, and notes
- SMS conversation threads visible on CRM contact timelines
- WhatsApp Business messaging integrated into CRM workflows
- Automated SMS triggers based on CRM events (appointment reminders, follow-ups)
How It Works
We integrate the Twilio Programmable Voice, Messaging, and WhatsApp APIs directly into your CRM interface. Outbound calls and texts launch from the contact record. Inbound communications are matched to CRM contacts and routed to the right team member. We build the call logging, recording storage, and conversation threading so every interaction is captured without manual data entry. Automated triggers let you send appointment reminders, follow-up texts, and status updates based on CRM workflow events.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Twilio integration that no pre-built connector can offer.
All communication channels in one place, with no app switching
Every call and text automatically logged on the contact record
Pay Twilio rates directly, with no CRM vendor markup on communications
Automated reminders and follow-ups triggered by CRM events
Call recordings linked to CRM records for training and compliance
Route inbound calls to the right rep based on CRM contact ownership
What Our Clients Say
“Client onboarding, document collection, and tax prep workflow all in one system. Tax season is still busy, but it's organized busy instead of panicked busy.”
Paul Whitaker
Managing Partner, Whitaker & Associates CPA
Nashville, TN
“Client review meeting prep used to take 2 hours per meeting. Now the CRM generates a complete client brief with portfolio changes, life events, and action items in 5 minutes.”
Arthur Simmons
Founder, Simmons Wealth Management
Scottsdale, AZ
“Ad sales, subscriber management, and editorial workflow in one CRM. Our ad reps finally see subscriber engagement data that helps them sell smarter.”
Catherine Reed
Publisher, Beacon Media Group
New York, NY
“The client portal changed everything. Clients access their case documents, upcoming deadlines, and billing, and we stopped fielding 40 status update calls a week.”
Richard Caruso
Founding Partner, Caruso Law Group
Chicago, IL
“Patient journey from first visit to maintenance care, fully mapped. Automated reactivation campaigns bring back patients we would have lost. Revenue up 30%.”
Hannah Blake
Clinic Administrator, Summit Chiropractic & Wellness
Salt Lake City, UT
“The automated follow-up system turned our estimate close rate from 30% to 52%. It just keeps nudging leads until they say yes or no. No more guessing who to call.”
Jennifer Holloway
GM, Precision Roofing & Exteriors
Charlotte, NC
“Moving from Salesforce to custom saved us $4,200 per month and gave us a system that actually matches our transaction workflow. Should have done it years ago.”
Marcus Thompson
Operations Director, LakeView Real Estate
Chicago, IL
“150 units across 8 properties. Maintenance requests, lease tracking, and tenant communication all in one system. Our response time went from 48 hours to 4.”
Steve Abernathy
Managing Partner, Keystone Property Group
Denver, CO
Ready to Connect Twilio with Your CRM?
Book a discovery call and we'll walk you through exactly how Twilio will integrate with your custom CRM: direct API, no middleware, built for your workflow.