Case Study: Automated SMS Lead Gen with Twilio

Business Impact Overview

Transforming lead generation with intelligent SMS automation

The Challenge

Manual SMS lead follow-up was slow and inconsistent. Sales teams struggled to respond quickly to inbound leads, resulting in low conversion rates and missed opportunities.

The Solution

An AI-powered SMS agent that uses Twilio for messaging, Flask for orchestration, and AI to conduct intelligent conversations—automatically qualifying leads and syncing data to HubSpot in real time.

The Results

• 3x faster lead response time
• 50% increase in lead qualification rates
• Seamless HubSpot integration for sales teams
• 24/7 automated lead engagement

Setting Up Twilio For SMS Integration

Twilio provides a powerful platform for SMS communications, allowing businesses to send and receive messages globally.

Setting up Twilio involves several steps

ACCESS THE TWILIO DASHBOARD

Start by logging into your Twilio account where you can manage and view all your active services.

MANAGE PHONE NUMBERS

Within the Twilio console, you can select from active numbers or purchase new ones, depending on your needs.

CONFIGURE WEBHOOKS

For incoming messages, it's essential to set up a webhook URL. This URL—pointing to your server—will handle the messages as they arrive. Make sure to set this to POST to ensure secure message reception.

After configuring the webhook, save your settings, and your Twilio number will be ready to send and receive messages through the newly configured webhook.

Frequently Asked Questions

Common questions about our SMS Lead Gen Agent

How does the AI qualify leads via SMS?

The AI asks targeted questions based on your qualification criteria, analyzes responses, and scores leads automatically before syncing to HubSpot.

Can this integrate with CRMs other than HubSpot?

Yes. The agent can be integrated with Salesforce, Pipedrive, and other CRMs via their APIs.

What happens if a lead needs human assistance?

The AI can detect when a conversation requires human intervention and seamlessly hand off to your sales team with full context.

Automated SMS Lead Gen with Twilio & AI

Business Impact Overview

Setting Up Twilio For SMS Integration

Frequently Asked Questions