Liberty Dumpsters – Zoho One Integration with Twilio SMS and Calling

Challenge

As Liberty Dumpsters expanded, several operational gaps started showing up:

• Disjointed communication and inconsistent client follow-ups
• Manual contract signing and billing processes
• No automated payment collection or real-time payment alerts
• Limited visibility into customer interactions and billing history

They needed a single system to handle CRM, communication, contracts, and payments without fragmentation.

Solution Implemented

CRMFolks implemented a customized system using Zoho One and integrated tools to streamline operations and improve client experience.

1. Zoho One Implementation

• Centralized system for CRM, finance, communication, document signing, and automation
• Unified ecosystem to manage day-to-day operations efficiently

2. Twilio Integration with Zoho CRM

To improve communication:

• Integrated Twilio with Zoho CRM for SMS and voice functionality
• Automated workflows to:
  • Send reminders for dumpster deliveries and pickups
  • Notify clients about missed calls and voicemails
  • Track all communication within the CRM

3. Zoho Sign + Zoho Books Integration

To streamline contracts and payments:

• Enabled digital contract signing
• Included auto-payment authorization within agreements
• Automatically stored signed contracts in Zoho Books linked to financial records

4. Payment Gateway & Auto-Charge Setup

• Integrated payment gateway with Zoho Books
• Enabled secure card storage for clients
• Automated recurring charges based on contract terms
• Reduced manual billing and late payments

5. Real-Time Payment Notifications

• Created automated SMS and email alerts for:
  • Payment success
  • Payment failure
  • Upcoming charges
• Notifications triggered directly from Zoho Books

Results