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Close + Twilio Integrations

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Example workflows
Triggers and actions
Close + your other apps
Twilio + your other apps
FAQ

Close + Twilio integrations

Connect Close to Twilio in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Twilio, and many other popular SaaS applications.

Check below for example workflows using Close and Twilio, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Twilio workflows

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Automatically send SMS in Twilio for each lead added in Close

Try it

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Find call(s) automatically in Twilio for each contact added in Close

Try it

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Find conversation(s) automatically in Twilio for each opportunity added in Close

Try it

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Find call(s) automatically in Twilio for each lead added in Close

Try it

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Find conversation(s) automatically in Twilio for each lead added in Close

Try it

Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Twilio Actions

Call

Find call(s)

Conversation

Find conversation(s)

Message

sms

Send SMS

Twilio Triggers

No Twilio triggers yet

Request trigger

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Twilio integration

Select a trigger in Close

Select an action in Twilio

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Twilio to your other apps

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Twilio with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Close or Twilio to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Twilio to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Twilio?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Twilio—give it a try and let us know what you think.

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via email

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Screenshot showing how to test a step in an automated workflow in Relay.app

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