Salesforce + Twilio Integration

Use Autopilot to automate and integrate Salesforce and Twilio.

Marketing Automation ideas to integrate Salesforce and Twilio

Salesforce Field Changed to Send Twilio SMS

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Twilio SMS Received to Update Salesforce Field to Add Trello Card

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Twilio SMS Received to Set Salesforce Campaign Member Status

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Twilio SMS Received to Send Slack Message to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Send Twilio SMS to Assign Salesforce Lead to Group

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Twilio SMS Received to Assign Salesforce Lead to Update Pipedrive Deal Stage

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Twilio SMS Received to Set Salesforce Campaign Member Status

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Twilio SMS Received to Assign Salesforce Lead

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Salesforce Field Changed to Update Pipedrive Deal Stage to Send Twilio SMS

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Twilio SMS Received to Add Trello Card to Assign Salesforce Lead to Group

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Smart Segment Trigger to Add Salesforce Task

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Twilio SMS Received to Update Salesforce Field

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Twilio SMS Received to Add Trello Card to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Twilio SMS

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Twilio SMS Received to Update Salesforce Field

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Twilio SMS Received to Update Salesforce Field

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Twilio SMS Received to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Twilio SMS

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Salesforce Campaign Trigger to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead

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Showing 20 of 502 Marketing Automation ideas using Autopilot's Salesforce and Twilio integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About Twilio

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce and Twilio.