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Connect modules connect_crm_twilio

Business app bridge

Connect CRM Twilio Bridge

Twilio message routing to CRM leads.

A deliberately tiny glue module. Its entire job is to add CRM Lead as a destination for Connect Twilio’s inbound message routing, so an incoming SMS or WhatsApp message can create or match a lead by the sender’s phone number.

It exists so that connect_crm can stay provider-agnostic. The CRM bridge owns lead lookup and creation; Connect Twilio owns the message configuration model; neither should have to know about the other, so the one line of coupling between them lives here instead of inside either module.

There is nothing to set up. The module installs itself once both parents are present, ships no data, views, security rules or menus, and simply makes one more option available wherever Twilio message configurations are edited.

What it offers

  • CRM Lead as a message destination

    One model extension on connect.twilio.message_configuration adds crm.lead to the destination selection. An inbound SMS or WhatsApp message can then be routed to a lead from the Twilio message configuration screens, alongside the destinations Connect Twilio already offers.

  • Lead matched or created by sender number

    Routing hands the message to connect_crm's own create_record_from_message() and get_lead_by_number(), so a message from a number already on an open lead lands on that lead instead of starting a new one.

  • Auto-installed, nothing to configure

    The module sets auto_install, so it appears as soon as both connect_crm and connect_twilio are in the database. It ships no data, views, security rules or menus — installing it only makes one more option appear in a selection field.

Scope of the current version

  • It follows its two parents: both connect_crm and connect_twilio must be present, and the bridge is not installed or upgraded on its own.
  • It covers inbound messages only. Call-to-lead linking, auto-create and UTM attribution all live in connect_crm and work over any provider without this bridge.
  • A Twilio number and message configuration must already be set up, so that inbound messages reach a routing rule that can name CRM Lead as its destination.
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