Connect Twenty CRM to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat writes directly into Twenty. It reads people, companies and opportunities and writes new people, opportunities, stage changes, notes and tasks through Twenty’s API, on WhatsApp, Instagram, web chat and every other channel your customers use.
If your team runs its pipeline in Twenty, AeroChat can answer leads and customers on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email and keep Twenty up to date as it goes: the person, their company, the opportunity and its stage, a note of the conversation and the follow-up task. It connects through Twenty’s public API, on Twenty Cloud or your own server. You describe the workflow in your own words, AeroChat builds it, and Twenty stays the place your team works.
What you can do with Twenty and AeroChat
- Turn chat leads into Twenty people and opportunities. AeroChat takes the lead’s details and creates the person, links their company and opens an opportunity at your first stage, with the channel and their consent recorded.
- Recognise returning customers. AeroChat finds the person in Twenty by phone number or email, reads their company and open opportunities, and greets them with that context.
- Move opportunities as the conversation moves. When a lead asks for a proposal or agrees to meet, AeroChat moves the opportunity to the matching stage and updates the amount.
- Log a note on the person. After the chat, AeroChat adds a note with a short summary, linked to the person and the opportunity.
- Book a callback as a Twenty task. When a customer asks to be called, AeroChat agrees a time and creates a task due at that time, assigned to the right teammate and linked to the person.
- Answer from your own objects. If you track projects, orders or subscriptions as a custom object in Twenty, AeroChat can read the customer’s record and tell them where it stands.
What it looks like on WhatsApp
Customer: Hi, we need a new website for our dental practice. What would that involve? (example)
AeroChat: We build sites for clinics, usually with online booking and treatment pages. How many locations do you have, and when would you like it live?
Customer: Two locations, ideally by March. I’m Dr Lena Fischer from Fischer Dental.
AeroChat: Thanks, Lena. Our project lead will send you an outline this week.
In Twenty: a new person, Lena Fischer, linked to the company Fischer Dental, and an opportunity “Website, 2 locations” at the New stage with her as point of contact, plus a note of the conversation.
Customer: Can someone call me on Thursday morning to go over the proposal? (example)
AeroChat: Of course. Jonas, who wrote your proposal, will call you on Thursday at 10:00. Is this the right number?
Customer: Yes.
In Twenty: a task “Call Lena about the proposal” due Thursday 10:00, assigned to Jonas and linked to Lena and her opportunity.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Twenty connection and the same workflows run on every channel AeroChat supports, and Twenty stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, get qualified, ask for a callback or check on their project. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Twenty’s public REST and GraphQL API, documented at Twenty’s API documentation. The API covers Twenty’s standard objects and any custom objects you add, so AeroChat can find a person and create or update the records its recipe needs.
- What AeroChat reads from Twenty: people, companies, opportunities and their stages, workspace members, and records in your custom objects.
- What AeroChat writes to Twenty: new people and companies, new opportunities, stage and amount changes, notes and tasks linked to records, and updates to custom object records.
The API works on Twenty Cloud and on self-hosted Twenty. To connect, go to Settings, then Developers, then API, click Create key and copy the key straight away, as it is shown only once. To limit what the key can reach, assign it a role in Settings, then Members, then Roles.
You describe the workflow in your own words, for example “when a new lead messages, create them in Twenty with an opportunity at New, and add a note of what they asked”. AeroChat builds the workflow as a draft and asks for your Twenty address and API key by name. You enter them in the AeroChat dashboard. They never pass through the conversation.
Workflows to copy
Six ready-made workflows for Twenty. Copy one into AeroChat, add your Twenty API key, and it runs on every channel.
1. Turn a chat lead into a person and an opportunity
Copy this into AeroChat
When someone new asks about our services, answer from our knowledge base first. Then ask for their name, company and email, and what they need. Search Twenty for a person with the phone number they are messaging from or that email. If there is none, create the person with their name, email and phone, and link them to their company, creating the company if it does not exist. Create an opportunity at the New stage named with what they need, with the person as point of contact. Ask once whether they want to hear about offers and news, and save the answer in the Marketing consent field (example). Add a note to the person and the opportunity with a short summary.
2. Recognise a returning customer
Copy this into AeroChat
When someone messages, search Twenty for a person with the phone number they are messaging from. If you find one, read their company and any open opportunities. Greet them by name and, if they have an open opportunity, ask whether they are getting in touch about it. If they ask for the person handling their account, hand the conversation over to their company’s account owner in Twenty. Never share details from another person’s record.
3. Move the opportunity to the right stage
Copy this into AeroChat
When a customer with an open opportunity in Twenty asks for a proposal, move the opportunity to the Proposal stage. When they agree to a meeting, move it to the Meeting stage. If they give a budget, set the opportunity amount to it. Add a note to the opportunity saying what changed and why. Never move an opportunity to Customer or mark it lost. Leave that to our team.
4. Log a note after the chat
Copy this into AeroChat
When a conversation with a person in Twenty ends or is handed over, add a note linked to that person and to their open opportunity if they have one. Write a short summary: what they asked, what we answered, anything they said about budget or timing, and what they are waiting for from us. Keep it under five lines.
5. Book a callback as a Twenty task
Copy this into AeroChat
When a customer asks for a call, ask what day and time suit them within Monday to Friday 9:00 to 17:00 (example). Find them in Twenty, or create them as in our new-lead workflow. Create a task titled with who to call and why, due at the time they chose, assigned to their company’s account owner in Twenty, or to Jonas (example) if there is none, and linked to the person and the opportunity. Confirm the day, time and the name of the person who will call.
6. Answer from a custom object
Copy this into AeroChat
When a customer asks how their project is going, find them in Twenty by phone number and read the records in our Projects object (example) linked to their company. Reply with the project name, its status and the next milestone date. If there is no project linked to them, ask for the project name and hand over to our team if you still cannot find it. Never share another company’s projects.
Who uses it
Twenty is an open-source CRM used by agencies, software companies, consultancies and B2B teams that want to shape their own data model and keep the option to host it themselves. The recipes above fit any of them once you change the stages, fields and objects to your own. See more WhatsApp CRM workflows.
What stays in Twenty
AeroChat handles the conversation. Twenty stays the record: people, companies, opportunities, your custom objects, views, workflows and permissions. Every record AeroChat creates appears in Twenty like any other, so your team works the same way. Keep account owners up to date on companies in Twenty, so callbacks and handovers go to the right person.
WhatsApp workflows that use Twenty
These end-to-end WhatsApp workflows run with Twenty behind them. See them all in the WhatsApp workflows library.
- WhatsApp CRM workflows
- WhatsApp Review Requests After Every Visit or Order
- WhatsApp Win-Back Messages for Lapsed Customers
Questions
Does AeroChat work with Twenty?
Yes. It connects through Twenty’s public API with an API key you create in your own Twenty workspace, on Twenty Cloud or self-hosted. It is not a Twenty product or listing.
Can WhatsApp leads go straight into Twenty?
Yes. When a lead messages on WhatsApp, Instagram or any other channel, AeroChat creates the person and an opportunity in Twenty and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and you create an API key in Twenty’s settings and enter it in the dashboard.
Which plan do I need?
On the Twenty side, API keys are created in Settings, then Developers, on Twenty Cloud and on self-hosted Twenty, and a key can be limited with a role. On AeroChat, workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Twenty to your chat
Paste the new-lead recipe, add your Twenty API key, and message your own number asking about your services.
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