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Connect Twilio to Zoho Crm like Magic

How to Use Magical to Transfer Data from Twilio to Zoho Crm
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Transfer Data from Twilio to Zoho Crm: A Step-by-Step Guide

With Magical, you can transfer data from Twilio to Zoho CRM in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Twilio to Zoho CRM, helping you streamline your communication and customer relationship management processes.

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What Twilio data can you transfer

Magical enables you to transfer a wide array of data from Twilio to Zoho Crm. Here are some examples of the information you can extract:

Phone Number
Message Body
Date Sent
Status
And move more types of information by creating your own custom labels.

How to Transfer data from Twilio to Zoho Crm using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Twilio to Zoho CRM for more efficient communication and customer management. Follow these steps:

  1. Sign in to your Twilio account and open the message containing the data you want to transfer, such as phone number, message content, date sent, and status.
  2. In Twilio, label the information you want to transfer with Magical, like Phone Number, Message Content, Date Sent, or Status.
  3. Sign in to your Zoho CRM account and open the record where you want to add the Twilio data.
  4. Type "//" in an empty field and select the information you want to transfer from Twilio such as Phone Number, Message Content, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Twilio and Zoho Crm

Swift and efficient communication is crucial to maintaining customer satisfaction. Twilio is a powerful communication platform and Zoho CRM is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer management efforts. By leveraging Magical, you can easily move information from Twilio to Zoho CRM, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Twilio and Zoho Crm

Using Zapier

Zapier provides a seamless connection between Twilio and Zoho CRM, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Twilio and Zoho CRM is by directly utilizing their APIs. By integrating both APIs, you empower sales and support teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Twilio and transfer data directly to Zoho Crm. The extension is designed to simplify the process of data collection by automating the extraction of information from Twilio. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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