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Connect Your Twilio Phone System to Your CRM

Upland InGenius combines your existing Twilio phone system with Microsoft Dynamics 365 or Salesforce, using computer telephony integration (CTI). CTI boosts the efficiency of your phone agents and improves the customer experience for callers using features like click-to-call, screen pop, automated call logging, and automatic case creation. Contact center managers have native CRM administration for simplified management and easy deployment.

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Twilio Salesforce CTI Integration

The InGenius Twilio-Salesforce CTI solution brings Twilio phones into Salesforce Sales Cloud, Service Cloud, and Financial Services Cloud. This CRM-hosted solution brings InGenius administration right into Salesforce, for ease of administration and management. For Twilio agents, InGenius offers phone controls, including speed dials, and other fields like call notes within the Salesforce window, for a single-pane-of-glass user experience.

 Twilio Microsoft Dynamics CTI Integration

InGenius offers CTI for Twilio and Microsoft Dynamics online and Unified Interface with Channel Integration Framework. The solution increases agent productivity with features like screen pop, automated call logging, and CRM-screen transfer.

Supported Twilio Platforms

Upland InGenius supports Twilio Task Router. The solution can easily integrate your Twilio system to your CRM without any professional services needed. InGenius for Twilio works with Microsoft Dynamics® 365 and Salesforce® CRMs.

Proven ROI

Upland InGenius is designed to make adapting to a CTI solution as seamless as possible. It works with your existing Twilio phones and CRM, so there’s no need to change systems, and teams are up and running as quickly as possible. InGenius can be configured to work exactly how it needs to for your individual business. With less time spent on processes, users can focus on the parts of their job that matters most.

Product Overview

Read an overview of the features and key benefits of Upland InGenius for Twilio.

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