Twilio + NationBuilder + Salesforce integration

Use Autopilot to create journeys that use the Twilio, NationBuilder and Salesforce integrations.

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Marketing Automation ideas to integrate Twilio, NationBuilder and Salesforce.

Twilio SMS Received to Is a NationBuilder Donor? to Assign Salesforce Lead

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Added to NationBuilder Nation List to Send Twilio SMS to Assign Salesforce Lead

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Added to NationBuilder Nation List to Send Twilio SMS to Add Salesforce Task

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Added to NationBuilder Nation List to Assign Salesforce Lead to Group to Send Twilio SMS

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NationBuilder Membership Status to Create Salesforce Opportunity to Send Twilio SMS

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NationBuilder Membership Status to Update Salesforce Field to Send Twilio SMS

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Added to NationBuilder Nation List to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Is a NationBuilder Donor? to Send Twilio SMS

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New NationBuilder Donor to Update Salesforce Field to Send Twilio SMS

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New NationBuilder Person Tag to Add Salesforce Task to Send Twilio SMS

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New NationBuilder Person Tag to Send Twilio SMS to Assign Salesforce Lead to Group

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New NationBuilder Donor to Assign Salesforce Lead to Send Twilio SMS

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New NationBuilder Person Tag to Send Twilio SMS to Add Salesforce Task

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NationBuilder Membership Status to Send Twilio SMS to Update Salesforce Field

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New NationBuilder Donor to Set Salesforce Campaign Member Status to Send Twilio SMS

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Added to NationBuilder Nation List to Send Twilio SMS to Set Salesforce Campaign Member Status

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NationBuilder Membership Status to Assign Salesforce Lead to Group to Send Twilio SMS

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Twilio SMS Received to Is a NationBuilder Donor? to Update Salesforce Field

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New NationBuilder Donor to Check Salesforce Campaign Member Status to Send Twilio SMS

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New NationBuilder Person Tag to Update Salesforce Field to Send Twilio SMS

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Showing 20 journey ideas for Twilio, NationBuilder and Salesforce

About the Twilio integration

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.

About the NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

About the Salesforce integration

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, NationBuilder integration and the Salesforce integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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).

Conditions

Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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.

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 Twilio, NationBuilder and Salesforce.