ClientSuccess + Twilio Integrations
Put ClientSuccess + Twilio to work with AI and enterprise-grade automation
Learn more about ClientSuccess integrations or talk to a human
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Workflows you can build between ClientSuccess and Twilio
See the kind of workflows teams build with ClientSuccess and Twilio below — describe the exact one you want above and the Agent builds it on demand.
ClientSuccess + Twilio
When a client pulse drops below a threshold in ClientSuccess, send an SMS alert to the account manager via Twilio.
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Send text messages to newly created leads
When a new lead is created in ClientSuccess, automatically send a welcome SMS via Twilio to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Twilio, automatically log the activity on the contact's record in ClientSuccess.
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Dispatch text confirmations on won deals
When a deal is won in ClientSuccess, send an automated SMS via Twilio to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with ClientSuccess and Twilio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ClientSuccess and Twilio
Everything ClientSuccess and Twilio can do inside a workflow — the triggers that start one and the actions that run when it fires.
ClientSuccess Explore ClientSuccess →
ClientSuccess is a customer success platform that helps business-to-business companies track account health, increase retention, and manage subscription renewals.
TriggersTriggers when a new client is added.
Triggers when a new contact is created.
Triggers when a new contract is added to a client.
Triggers when a new user/employee is added to your organization.
Triggers when a new pulse is added to a client.
Triggers when a new subscription is added to a client.
Creates a new client.
Creates a new contact within a client.
Creates a new contract.
Creates a new engagement interaction on a client.
Creates a new pulse on a client.
Creates a new subscription.
Twilio Explore Twilio →
Twilio is a cloud communications platform that provides APIs for sending text messages, making voice calls, and handling messaging.
TriggersTriggers when you add a new phone number.
Triggers when a call is finished on your Twilio number.
Triggers when a new recording is available on your account.
Triggers when an SMS is sent to your Twilio number.
Triggers when a new transcription is available on your account.
Triggers when a WhatsApp message is sent to your Twilio number.
Call a number or numbers and say a message.
Send a WhatsApp message to one or more recipients.
Send a SMS to a number or numbers.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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Other Phone & SMS apps on Knit
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2Chat
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Aircall
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allmysms
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about ClientSuccess + Twilio
Is there a pre-built ClientSuccess + Twilio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ClientSuccess and Twilio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ClientSuccess or Twilio connector?
No. The Agent works whether or not ClientSuccess or Twilio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting ClientSuccess and Twilio help track phone communications?
Inbound calls, text messages, and missed calls handled in Twilio can automatically log activities or update lead profiles directly inside ClientSuccess.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in ClientSuccess can prompt Twilio to send an automated SMS confirmation or message to the client.