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SMS Flow with CRM

UCGuruTCS
Zoom Partner
Zoom Partner

Has anyone seen the ability from a CRM to trigger an SMS flow to trigger sending an SMS? Could this be done with a script?

1 REPLY 1

GarryLind
Newcomer
Newcomer

Yes, it’s definitely possible to trigger an SMS flow from the CRM, but it depends on the tools and integrations you’re using.

If your CRM or flow-automation platform supports webhooks, API calls, or custom scripting, then you can trigger an SMS flow directly when a CRM event happens (for example: new lead, status change, opportunity stage update, etc.).

Two common ways to do this:

  1. Using a Script / API Call
    If the CRM allows sending HTTP requests, you can call your SMS provider’s API (like Twilio, MessageBird, etc.) to start the SMS flow.
    You’d create a script or automation rule inside the CRM that triggers when the required condition is met.

Using the Flow Editor (if supported)
Some platforms let you create automations visually. In that case, you can connect the CRM trigger → SMS action directly.
If the flow editor supports inbound triggers via webhook, the CRM script can call that webhook to launch the SMS flow.

So yes, it can be done, and a script is usually the most flexible way if native integration doesn’t exist.

If you share which CRM and SMS provider you’re using, I can give a more specific setup.