--- title: "Connect CRM in Cloud and Twilio - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Update Message\" in Twilio." canonical: "https://apiant.ai/connect/crm-in-cloud-to-twilio" --- # Connect CRM in Cloud and Twilio When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Update Message** in [Twilio](https://apiant.ai/connections/twilio), or **New Call** in Twilio to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** actions Twilio **4** triggers Twilio **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRM in Cloud and Twilio to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CRM in Cloud and Twilio can do together ### From CRM in Cloud to Twilio - When **New or Updated Company** in CRM in Cloud then **Update Message** in Twilio - When **New or Updated Contact** in CRM in Cloud then **Schedule Message** in Twilio ### From Twilio to CRM in Cloud - When **New Call** in Twilio then **Create or Update Contact** in CRM in Cloud - When **New Incoming Call** in Twilio then **Create or Update Lead** in CRM in Cloud Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CRM in Cloud and Twilio ## Triggers and actions 8 triggers · 18 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - Trigger **New Call** Polls for voice calls on your Twilio account. - Trigger **New Incoming Call** Fires instantly when the selected Twilio phone number receives a call. - Trigger **New Message Received** Polls for inbound SMS/MMS messages received by your Twilio account. - Trigger **New SMS received** Fires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it. - Action **Delete Message** Deletes a message from your Twilio account's message logs. - Action **Find available phone numbers by criteria** Returns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location). - Action **Get Call** Retrieves details of a single voice call by its Call SID. - Action **Get Message** Retrieves a single SMS/MMS message by its Message SID. - Action **List Calls** Lists voice calls on the account, optionally filtered by To, From, or status. - Action **List Messages** Lists SMS/MMS messages on the account, optionally filtered by To, From, or date sent. - Action **List Phone Numbers** Lists the Twilio phone numbers (incoming phone numbers) owned by your account. - Action **Lookup Phone Number** Looks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API. - Action **Schedule Message** Schedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent. - Action **Update Message** Updates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet. - Action **Update Phone Number** Update settings (voice/SMS URLs, friendly name) of an owned incoming phone number. ## Each app on its own - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connections/twilio) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into Twilio - [ **HubSpot to Twilio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-twilio) - [ **Salesforce to Twilio** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-twilio) - [ **Mailchimp to Twilio** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-twilio) - [ **Shopify to Twilio** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-twilio) - [ **QuickBooks Online to Twilio** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-twilio) - [ **Pipedrive to Twilio** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-twilio) Questions ## CRM in Cloud and Twilio, answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Twilio when something happens in CRM in Cloud? Any of Twilio's 11 actions, including Update Message, Update Phone Number, Find available phone numbers by criteria and Get Call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Twilio to CRM in Cloud? Yes. When something happens in Twilio, your agent can act in CRM in Cloud too. This page covers both directions: Twilio's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud or Twilio? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CRM in Cloud and Twilio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.