Salesforce + Twilio Integration

Use Autopilot to automate and integrate Salesforce and Twilio.

Marketing Automation ideas to integrate Salesforce and Twilio

Pipedrive Deal Status Match to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity

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Salesforce Field Changed to Send Twilio SMS to Mail Lob Postcard

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Twilio SMS Received to Check Salesforce Field to Add Trello Card

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Twilio SMS Received to Add Delay

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Pipedrive Deal Stage Match to Assign Salesforce Lead

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New Intercom User to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Mail Lob Postcard

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Twilio SMS Received to Create Salesforce Opportunity to Add Pipedrive Deal

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Twilio SMS Received to Update Salesforce Field to Send Email

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Twilio SMS Received to Set Salesforce Campaign Member Status to Add Pipedrive Deal

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Pipedrive Deal Stage Match to Send Twilio SMS to Assign Salesforce Lead to Group

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Twilio SMS Received to Update Salesforce Field

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Twilio SMS Received to Check Salesforce Field to Add Pipedrive Deal

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Pipedrive Deal Status Match to Send Twilio SMS

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List Trigger to Send Twilio SMS to Assign Salesforce Lead

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Twilio SMS Received to Update Salesforce Field to Add Delay

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Twilio SMS Received to Add Trello Card

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Twilio SMS Received to Update Salesforce Field

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Showing 20 of 785 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.