Make and receive calls directly from your CRM with automatic call logging and click-to-call.
The Edesy CRM Twilio integration turns your CRM into a calling hub. Click to call any contact, receive inbound calls with the caller's record on screen, and have every call logged automatically. You can also send SMS from contact records, all powered by Twilio's reliable telephony.
Key reasons to integrate these platforms
Switching between a phone and the CRM wastes time and loses context
Manual call logging rarely happens consistently
Click-to-call removes dialing errors and speeds up outreach
SMS is a high-response channel for reminders and follow-ups
What you get when you connect Edesy CRM and Twilio
Dial any contact with one click from the CRM
Calls are logged to the contact record with duration and notes
See the caller's CRM record the moment they call
Send and receive SMS without leaving the contact record
Step-by-step guide to connecting the platforms
Real scenarios where this integration drives results
Reps click to call leads straight from the queue
Agents see full context when a customer calls in
Send appointment or payment SMS from the CRM
Integration specifications
Connection Type
Twilio Voice & Messaging API
Sync Frequency
Real-time
Data Flow
Bi-directional (calls and SMS)
Authentication
Twilio Account SID + Auth Token
Edesy CRM pairs Twilio telephony with AI voice agents so calls can be placed, answered, and summarized automatically.
Click-to-call and screen-pop for inbound calls
AI voice agents for overflow and after-hours calls
Automatic call transcription and logging
SMS from the contact record
Our AI products enhance this integration with intelligent automation.