Case Study : HubSpot and Twilio Integration

How to Send Automated SMS from HubSpot Using Twilio By Amwhiz

Are you looking for a smarter way to connect HubSpot CRM with Twilio to streamline communication and boost customer engagement? Businesses today need more than just data storage and marketing automation—they need real-time, personalized conversations that convert. That’s where a seamless  HubSpot–Twilio integration can transform your business operations.

HubSpot is one of the most powerful CRMs for managing customer data, marketing campaigns, and sales pipelines. At the same time, Twilio leads the way in cloud communication, offering SMS solutions. When combined, these platforms enable companies to deliver the right message to the right customer at the right time.

However, integrating HubSpot and Twilio can be complex without the right expertise. This is where AmWhiz, a certified HubSpot Solutions Partner, comes in. With years of experience in CRM migration, custom API integrations, and workflow automation, AmWhiz makes it simple for businesses to sync data, automate processes, and unlock the full potential of both platforms.

In this blog, we’ll cover:

• Why integrating HubSpot with Twilio is a game-changer for sales, marketing, and customer service
• How AmWhiz simplifies the migration and integration process
• The key business benefits you can expect after implementation

Suppose you want to improve efficiency, reduce manual tasks, and create personalized customer journeys. In that case, this guide will show you how the HubSpot–Twilio–AmWhiz combination can help your business grow faster.

Step-by-Step: Setting Up Twilio Message in HubSpot CRM

Step 1: Create an account  https://marketplace.amwhiz.com/auth/signin in the Amwhiz marketplace and sign up.

Step 2: Access the Apps Dashboard and Install Twilio

Step 3: Select the account you want to integrate with Twilio and HubSpot.

Step 4: Review the terms and provide your agreement.

Step 5: After accessing your Twilio account, navigate to the Credentials section and enter all required Twilio credentials.

HubSpot setup:

Message setup 2-way workflow, individual.

Create the workflow.

Create a workflow that triggers when a new object record is added in the CRM the Twilio SMS by Amwhiz automatically sends a greeting message to the client.

Finally, our Twilio and HubSpot integration is completed. Now, whenever a new client’s phone number is added in HubSpot CRM, Twilio instantly sends an automatic greeting message to the contact, ensuring every new lead receives a warm and professional welcome without any manual effort.

Benefits of HubSpot Integrating with Twilio via AmWhiz Marketplace

Automation & Efficiency:

AmWhiz builds automations that minimize manual effort, speed up migration, and reduce human error.

Hands-On Support

Team is known for being responsive and adaptable—guiding businesses through setup, troubleshooting, and optimization.

Global Delivery

With offices across multiple regions, AmWhiz offers global coverage while understanding local business needs.

Post-Migration Assurance

They provide testing, QA, and training so your teams can fully adopt the integrated system without disruption.

FAQ:

1. Do I need any coding skills to set up the integration between HubSpot and Twilio?

Not when you work with Amwhiz Media Pvt. Ltd. We set up no-code or low-code integrations using platforms like Zapier or HubSpot Operations Hub. For advanced custom workflows, our development team can handle the coding and API setup for you.

2. How do I integrate HubSpot with Twilio?

At Amwhiz Media Pvt. Ltd., we help businesses connect HubSpot with Twilio through third-party connectors like Zapier, HubSpot Operations Hub, or custom API development. Our team ensures a smooth setup so that your CRM and SMS workflows run seamlessly.

3. What kind of triggers are available for HubSpot and Twilio integration?

Some popular triggers we configure for clients include:

• New contact creation in HubSpot
• Deal stage changes (e.g., “Closed Won”)
• Form submissions
• Task completions
• Incoming SMS via Twilio

4. Can I automatically send SMS from Twilio when a deal is closed in HubSpot?

Yes. Our integration specialists at Amwhiz Media Pvt. Ltd. can set up an automation where, once a deal is marked as "Closed Won," a personalized SMS is sent via Twilio to your customer—enhancing customer engagement instantly.

5. What are some common use cases for integrating these two platforms?

Our clients often use the  HubSpot–Twilio integration for:

• SMS reminders for meetings or demos
• Instant confirmations after form submissions
• Customer notifications when a deal is closed
• Two-way SMS communication for support teams
• Automated follow-ups for marketing campaigns

6. Can I automate welcome messages through this integration after someone fills out a form on my website?

Yes. We can create a HubSpot workflow that triggers a welcome SMS via Twilio whenever a visitor fills out your form, ensuring quick and personalized engagement with new leads.