Salesforce + Twilio Integration

Use Autopilot to automate and integrate Salesforce and Twilio.

Marketing Automation ideas to integrate Salesforce and Twilio

Typeform Submitted to Assign Salesforce Lead to Group

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Salesforce Field Changed to AB Split

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Typeform Submitted to Send Twilio SMS

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Twilio SMS Received to Add Delay to Create Salesforce Opportunity

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Heap Event to Update Salesforce Field

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Salesforce Field Changed to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to AB Split to Create Salesforce Opportunity

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Typeform Submitted to Send Twilio SMS to Create Salesforce Opportunity

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New Intercom User to Assign Salesforce Lead to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Update Field

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Twilio SMS Received to Update Field

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

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Twilio SMS Received to Check Salesforce Field to Send Twilio SMS

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New Intercom User to Assign Salesforce Lead to Group

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Twilio SMS Received to Add Delay

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New Intercom User to Update Salesforce Field

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Form Submitted to Send Twilio SMS

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Salesforce Field Changed to Add Delay to Send Twilio SMS

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Time Trigger to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity

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Showing 20 of 1054 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 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.