Integration

Built-In Calling, SMS, and Messaging with Twilio

Power your CRM telephony and messaging with Twilio integration for calls, SMS, and WhatsApp.

Overview

The Twilio integration provides AutomateNexus CRM with built-in telephony and messaging capabilities. Make and receive calls, send SMS and WhatsApp messages, and record conversations directly from your CRM. Every interaction is automatically logged to the contact timeline, giving your team a complete multi-channel communication history.

Key Features

Click-to-Call

Make outbound calls to contacts directly from CRM records with one click.

Call Recording

Record calls and attach recordings to deal and contact activity logs.

SMS Messaging

Send and receive text messages from within the CRM with full conversation threading.

WhatsApp Business

Connect WhatsApp Business API for messaging within the CRM interface.

IVR & Call Routing

Set up interactive voice response menus and smart call routing rules.

Voice Analytics

AI-powered analysis of call recordings for sentiment, keywords, and action items.

Use Cases

Call prospects with one click from deal records and auto-log call outcomes

Send automated SMS follow-ups when leads fill out a contact form

Record sales calls and use AI to extract key takeaways and next steps

Set up IVR menus that route inbound calls to the right rep based on CRM data

Send WhatsApp messages with templates for appointment confirmations and updates

How to Set Up

Create a Twilio account at twilio.com and purchase a phone number.

In AutomateNexus CRM, go to Settings > Integrations > Twilio.

Enter your Twilio Account SID, Auth Token, and phone number.

Configure call recording preferences and SMS sender settings.

Test by making a call from any contact record in the CRM.

Frequently Asked Questions

How much does Twilio calling cost?+

Twilio charges per-minute rates for calls (typically starting at $0.014/min for outbound US calls). AutomateNexus CRM does not add additional telephony fees.

Can I use my existing phone number?+

Yes. You can port your existing business number to Twilio or use a new Twilio number.

Are call recordings stored in the CRM?+

Call recordings are stored securely in Twilio and linked from the CRM contact timeline. You can play recordings directly in AutomateNexus CRM.

Keep Exploring

CRM Automation Platform →Automate SMS and calling sequences Automated Lead Qualification →Route qualified leads to call queues All Integrations →Browse all native integrations

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