Twilio + Patreon + Salesforce integration
Use Autopilot to create journeys that use the Twilio, Patreon and Salesforce integrations.
Upcoming
Marketing Automation ideas to integrate Twilio, Patreon and Salesforce.
Patreon Status to Add Salesforce Task to Send Twilio SMS
Patreon Status to Set Salesforce Campaign Member Status to Send Twilio SMS
Patreon Status to Send Twilio SMS to Create Salesforce Opportunity
Patreon Status to Send Twilio SMS to Set Salesforce Campaign Member Status
New Patreon Patron to Send Twilio SMS to Set Salesforce Campaign Member Status
New Patreon Patron to Send Twilio SMS to Assign Salesforce Lead
Patreon Status to Update Salesforce Field to Send Twilio SMS
New Patreon Patron to Check Salesforce Field to Send Twilio SMS
New Patreon Patron to Send Twilio SMS to Assign Salesforce Lead to Group
Patreon Status to Send Twilio SMS to Add Salesforce Task
Patreon Status to Send Twilio SMS to Update Salesforce Field
Patreon Status to Check Salesforce Campaign Member Status to Send Twilio SMS
New Patreon Patron to Send Twilio SMS to Create Salesforce Opportunity
Patreon Status to Check Salesforce Field to Send Twilio SMS
New Patreon Patron to Check Salesforce Campaign Member Status to Send Twilio SMS
New Patreon Patron to Add Salesforce Task to Send Twilio SMS
New Patreon Patron to Assign Salesforce Lead to Group to Send Twilio SMS
New Patreon Patron to Set Salesforce Campaign Member Status to Send Twilio SMS
New Patreon Patron to Update Salesforce Field to Send Twilio SMS
New Patreon Patron to Send Twilio SMS to Update Salesforce Field
Showing 20 journey ideas for Twilio, Patreon 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 Patreon integration
Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.
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, Patreon 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.
Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.
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
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, Patreon and Salesforce.
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