Short answer
A Twilio integration adds SMS messaging and phone verification to Salesforce or HubSpot, for appointment reminders, two-way texting and caller identity checks.
How the Twilio integration works
Twilio's APIs power SMS, voice and verification. Connected to the CRM, it can send texts from workflows, log replies on the record and verify callers before service teams share account details. Texting in financial services requires consent tracking, registration of sending numbers and archiving.
What syncs
- Outbound and inbound SMS
- Delivery and reply status
- Caller verification results
See the architecture diagram ↓
Integration options
- Twilio apps for HubSpot and Salesforce
- Custom flows or workflow actions calling Twilio APIs
- Webhooks for inbound messages
What to plan for
- Consent and opt-out tracking
- Number registration (10DLC) and carrier rules
- Archiving text messages
Frequently asked questions
Can we text clients from HubSpot?
Yes, through Twilio-based apps or HubSpot's own SMS features, with consent tracking.
Are texts archived?
Not automatically. Regulated firms need an archiving solution for text messages.