HubSpot Diamond Solutions Partner
HubSpot & Twilio Integration: Conversations That Convert
Stop letting your most important conversations vanish. This integration syncs Twilio’s powerful SMS, WhatsApp, and Voice capabilities directly with your HubSpot CRM, turning every text and call into logged, actionable revenue data.
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Empower Your Communications with CRM Context
Stop sending generic texts or making cold calls in the dark. This integration pushes HubSpot contact, company, and deal data into your Twilio workflows (or Twilio Flex), allowing your agents to personalize every interaction instantly.
Smart Routing: Route incoming Twilio calls or texts to the specific HubSpot contact owner, ensuring the client always connects with their dedicated rep.
Personalize at Scale: Use HubSpot tokens (e.g., First Name, Deal Stage) to personalize automated Twilio SMS or WhatsApp notifications.
Trigger IVR from Data: Customize your Twilio phone tree based on HubSpot data—for example, automatically routing "VIP" list members to a priority support queue.
Stop sending generic texts or making cold calls in the dark. This integration pushes HubSpot contact, company, and deal data into your Twilio workflows (or Twilio Flex), allowing your agents to personalize every interaction instantly.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn Twilio Activity into Actionable Revenue Data
Stop letting sales calls and texts exist only on personal phones. This integration automatically logs all Twilio SMS, WhatsApp messages, and call recordings back to the HubSpot contact timeline, giving you a complete 360-degree view of customer engagement.
Log Every Interaction: Automatically record SMS, MMS, and WhatsApp chat history on the HubSpot contact timeline, so your team never loses context.
Trigger Workflows from Replies: Use incoming Twilio message keywords (e.g., "YES" or "HELP") to trigger HubSpot workflows that create deals, tasks, or support tickets.
Score Leads on Engagement: Add "SMS Replied" or "Call Connected" events to your HubSpot lead scoring models to identify your most engaged prospects.
Analyze Call Sentiment: (Optional AI Add-on) Sync Twilio call transcripts and sentiment analysis back to HubSpot to report on lead quality and agent performance.
Stop letting sales calls and texts exist only on personal phones. This integration automatically logs all Twilio SMS, WhatsApp messages, and call recordings back to the HubSpot contact timeline, giving you a complete 360-degree view of customer engagement.
A Flexible Sync Architecture for Real-Time Comms
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard connectors like Zapier often rely on polling (checking every 15 mins), which is too slow for conversation. We build a custom event-driven architecture using Twilio Webhooks and HubSpot APIs to ensure messages sync instantly and workflows trigger in real-time.
- Bi-Directional & Uni-Directional Sync: You get a true two-way flow. Send messages from HubSpot workflows, and instantly receive replies from Twilio into the CRM timeline.
- Real-time & Scheduled Syncs: We utilize Twilio Webhooks to push incoming messages to HubSpot immediately (real-time). We can also run scheduled batch jobs to clean up phone number formatting or sync historical call logs.
- Custom Sync Logic & Triggers: We build rules for your specific needs: "When a Twilio call is 'Missed,' automatically create a HubSpot Task for the Contact Owner to 'Call Back' within 1 hour".
- High-Volume Data Handling: Our architecture is built to handle high-volume messaging campaigns, managing API rate limits to ensure reliable delivery and logging for thousands of contacts.
Comprehensive Object & Field Mapping
We connect your communication events directly to your CRM records, mapping phone numbers to contacts and logging interactions where they belong.
HubSpot
Twilio
- Contacts
- Activity Timeline (Calls)
- Activity Timeline (SMS/WhatsApp)
- Tickets
- Custom Properties (e.g., "Last SMS Sent")
- Custom Properties (e.g., "SMS Status")
- Deals
- People / Phone Numbers
- Call Logs / Recordings
- Message Logs / Chat Transcripts
- (Created from Incoming SMS/Calls)
- Message Timestamp
- Delivery Status (Sent, Delivered, Failed)
- (Triggered by keyword replies)
- Contacts People / Phone Numbers
- Activity Timeline (Calls) Call Logs / Recordings
- Activity Timeline (SMS/WhatsApp) Message Logs / Chat Transcripts
- Tickets (Created from Incoming SMS/Calls)
- Custom Properties (e.g., "Last SMS Sent") Message Timestamp
- Custom Properties (e.g., "SMS Status") Delivery Status (Sent, Delivered, Failed)
- Deals (Triggered by keyword replies)
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
HubSpot's native SMS is primarily for marketing broadcasts and requires specific paid add-ons. Our integration connects your existing Twilio account, allowing for 1:1 sales conversations, voice calls, complex IVR routing, and global WhatsApp messaging.
Yes. By using the Twilio API for WhatsApp, we can enable you to send templated WhatsApp notifications directly from HubSpot workflows and log the replies.
Yes. We can configure "Click-to-Call" functionality (often via Twilio Flex or a browser extension) that initiates a call via Twilio when you click a phone number in HubSpot and logs the recording automatically.
Absolutely. We can configure a workflow where an incoming SMS to your support number automatically creates a new Ticket in HubSpot and notifies your support team.
Capture Every Call and Text in Your CRM
Stop forcing your team to toggle between their phone and their CRM. Schedule a free consultation, and we'll show you how to build a seamless, bi-directional integration between Twilio and HubSpot.
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