Twilio + Pipedrive + Salesforce integration

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

Marketing Automation ideas to integrate Twilio, Pipedrive and Salesforce.

Twilio SMS Received to Update Pipedrive Person Field to Create Salesforce Opportunity

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Twilio SMS Received to Update Pipedrive Person Field to Assign Salesforce Lead

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Twilio SMS Received to Update Pipedrive Person Field to Set Salesforce Campaign Member Status

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Twilio SMS Received to Update Pipedrive Person Field to Add Salesforce Task

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Twilio SMS Received to Update Pipedrive Person Field to Assign Salesforce Lead to Group

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Twilio SMS Received to Update Pipedrive Person Field to Update Salesforce Field

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Twilio SMS Received to Update Pipedrive Deal to Create Salesforce Opportunity

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Twilio SMS Received to Update Pipedrive Deal to Assign Salesforce Lead

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

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Twilio SMS Received to Update Pipedrive Deal to Add Salesforce Task

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

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Twilio SMS Received to Update Pipedrive Deal to Update Salesforce Field

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Twilio SMS Received to Check Pipedrive Person Field to Create Salesforce Opportunity

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Twilio SMS Received to Check Pipedrive Person Field to Assign Salesforce Lead

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Twilio SMS Received to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Twilio SMS Received to Check Pipedrive Person Field to Add Salesforce Task

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Twilio SMS Received to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Twilio SMS Received to Check Pipedrive Person Field to Update Salesforce Field

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Twilio SMS Received to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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

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Twilio SMS Received to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Twilio SMS Received to Check Pipedrive Deal Stage to Add Salesforce Task

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Twilio SMS Received to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Twilio SMS Received to Check Pipedrive Deal Stage to Update Salesforce Field

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Twilio SMS Received to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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Twilio SMS Received to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Twilio SMS Received to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Twilio SMS Received to Assign Pipedrive Person Owner to Add Salesforce Task

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Twilio SMS Received to Assign Pipedrive Person Owner to Assign Salesforce Lead to Group

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Twilio SMS Received to Assign Pipedrive Person Owner to Update Salesforce Field

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Twilio SMS Received to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Twilio SMS Received to Schedule Pipedrive Activity to Assign Salesforce Lead

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Twilio SMS Received to Schedule Pipedrive Activity to Set Salesforce Campaign Member Status

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Twilio SMS Received to Schedule Pipedrive Activity to Add Salesforce Task

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Twilio SMS Received to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Twilio SMS Received to Schedule Pipedrive Activity to Update Salesforce Field

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Twilio SMS Received to Add Pipedrive Deal to Create Salesforce Opportunity

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Twilio SMS Received to Add Pipedrive Deal to Assign Salesforce Lead

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

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Twilio SMS Received to Add Pipedrive Deal to Add Salesforce Task

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Twilio SMS Received to Add Pipedrive Deal to Assign Salesforce Lead to Group

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Twilio SMS Received to Add Pipedrive Deal to Update Salesforce Field

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Twilio SMS Received to Add Pipedrive Note to Create Salesforce Opportunity

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Twilio SMS Received to Add Pipedrive Note to Assign Salesforce Lead

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

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Twilio SMS Received to Add Pipedrive Note to Add Salesforce Task

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Twilio SMS Received to Add Pipedrive Note to Assign Salesforce Lead to Group

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Twilio SMS Received to Add Pipedrive Note to Update Salesforce Field

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Twilio SMS Received to Update Pipedrive Deal Field to Create Salesforce Opportunity

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

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Twilio SMS Received to Update Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Twilio SMS Received to Update Pipedrive Deal Field to Add Salesforce Task

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Twilio SMS Received to Update Pipedrive Deal Field to Assign Salesforce Lead to Group

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Twilio SMS Received to Update Pipedrive Deal Field to Update Salesforce Field

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Twilio SMS Received to Check Pipedrive Deal Field to Create Salesforce Opportunity

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Twilio SMS Received to Check Pipedrive Deal Field to Assign Salesforce Lead

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Twilio SMS Received to Check Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Twilio SMS Received to Check Pipedrive Deal Field to Add Salesforce Task

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Twilio SMS Received to Check Pipedrive Deal Field to Assign Salesforce Lead to Group

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Twilio SMS Received to Check Pipedrive Deal Field to Update Salesforce Field

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Twilio SMS Received to Create Salesforce Opportunity to Update Pipedrive Person Field

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Twilio SMS Received to Create Salesforce Opportunity to Update Pipedrive Deal

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Twilio SMS Received to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Twilio SMS Received to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Twilio SMS Received to Create Salesforce Opportunity to Add Pipedrive Deal

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Twilio SMS Received to Create Salesforce Opportunity to Add Pipedrive Note

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Twilio SMS Received to Create Salesforce Opportunity to Update Pipedrive Deal Field

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Twilio SMS Received to Assign Salesforce Lead to Update Pipedrive Person Field

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Twilio SMS Received to Assign Salesforce Lead to Update Pipedrive Deal

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Twilio SMS Received to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Twilio SMS Received to Assign Salesforce Lead to Schedule Pipedrive Activity

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Twilio SMS Received to Assign Salesforce Lead to Add Pipedrive Deal

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Twilio SMS Received to Assign Salesforce Lead to Add Pipedrive Note

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

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Twilio SMS Received to Set Salesforce Campaign Member Status to Update Pipedrive Person Field

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

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Twilio SMS Received to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Twilio SMS Received to Set Salesforce Campaign Member Status to Schedule Pipedrive Activity

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

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

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Twilio SMS Received to Set Salesforce Campaign Member Status to Update Pipedrive Deal Field

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Twilio SMS Received to Add Salesforce Task to Update Pipedrive Person Field

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Twilio SMS Received to Add Salesforce Task to Update Pipedrive Deal

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Twilio SMS Received to Add Salesforce Task to Assign Pipedrive Person Owner

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Twilio SMS Received to Add Salesforce Task to Schedule Pipedrive Activity

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Twilio SMS Received to Add Salesforce Task to Add Pipedrive Deal

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Twilio SMS Received to Add Salesforce Task to Add Pipedrive Note

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Twilio SMS Received to Add Salesforce Task to Update Pipedrive Deal Field

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Twilio SMS Received to Check Salesforce Field to Update Pipedrive Person Field

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Twilio SMS Received to Check Salesforce Field to Update Pipedrive Deal

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Twilio SMS Received to Check Salesforce Field to Assign Pipedrive Person Owner

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Twilio SMS Received to Check Salesforce Field to Schedule Pipedrive Activity

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Twilio SMS Received to Check Salesforce Field to Add Pipedrive Deal

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Twilio SMS Received to Check Salesforce Field to Add Pipedrive Note

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Twilio SMS Received to Check Salesforce Field to Update Pipedrive Deal Field

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Twilio SMS Received to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Twilio SMS Received to Check Salesforce Campaign Member Status to Update Pipedrive Deal

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Twilio SMS Received to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Twilio SMS Received to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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

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Twilio SMS Received to Check Salesforce Campaign Member Status to Add Pipedrive Note

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Twilio SMS Received to Check Salesforce Campaign Member Status to Update Pipedrive Deal Field

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Twilio SMS Received to Assign Salesforce Lead to Group to Update Pipedrive Person Field

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

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Twilio SMS Received to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner

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Twilio SMS Received to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Twilio SMS Received to Assign Salesforce Lead to Group to Add Pipedrive Deal

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Twilio SMS Received to Assign Salesforce Lead to Group to Add Pipedrive Note

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Twilio SMS Received to Assign Salesforce Lead to Group to Update Pipedrive Deal Field

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Twilio SMS Received to Update Salesforce Field to Update Pipedrive Person Field

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Twilio SMS Received to Update Salesforce Field to Update Pipedrive Deal

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Twilio SMS Received to Update Salesforce Field to Assign Pipedrive Person Owner

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Twilio SMS Received to Update Salesforce Field to Schedule Pipedrive Activity

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Twilio SMS Received to Update Salesforce Field to Add Pipedrive Deal

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Twilio SMS Received to Update Salesforce Field to Add Pipedrive Note

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Twilio SMS Received to Update Salesforce Field to Update Pipedrive Deal Field

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Person Field Match to Send Twilio SMS to Create Salesforce Opportunity

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Person Field Match to Send Twilio SMS to Assign Salesforce Lead

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Person Field Match to Send Twilio SMS to Set Salesforce Campaign Member Status

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Person Field Match to Send Twilio SMS to Add Salesforce Task

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

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Person Field Match to Send Twilio SMS to Update Salesforce Field

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Person Field Match to Create Salesforce Opportunity to Send Twilio SMS

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Person Field Match to Assign Salesforce Lead to Send Twilio SMS

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Person Field Match to Set Salesforce Campaign Member Status to Send Twilio SMS

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Person Field Match to Add Salesforce Task to Send Twilio SMS

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Person Field Match to Check Salesforce Field to Send Twilio SMS

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Person Field Match to Check Salesforce Campaign Member Status to Send Twilio SMS

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

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Person Field Match to Update Salesforce Field to Send Twilio SMS

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Pipedrive Deal Status Match to Send Twilio SMS to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Send Twilio SMS to Assign Salesforce Lead

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Pipedrive Deal Status Match to Send Twilio SMS to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Send Twilio SMS to Add Salesforce Task

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

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Pipedrive Deal Status Match to Send Twilio SMS to Update Salesforce Field

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Pipedrive Deal Status Match to Create Salesforce Opportunity to Send Twilio SMS

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Pipedrive Deal Status Match to Assign Salesforce Lead to Send Twilio SMS

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Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Send Twilio SMS

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Pipedrive Deal Status Match to Add Salesforce Task to Send Twilio SMS

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Pipedrive Deal Status Match to Check Salesforce Field to Send Twilio SMS

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Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Send Twilio SMS

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

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Pipedrive Deal Status Match to Update Salesforce Field to Send Twilio SMS

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Pipedrive Deal Stage Match to Send Twilio SMS to Create Salesforce Opportunity

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

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Pipedrive Deal Stage Match to Send Twilio SMS to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Send Twilio SMS to Add Salesforce Task

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

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

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Pipedrive Deal Stage Match to Create Salesforce Opportunity to Send Twilio SMS

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

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Send Twilio SMS

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Pipedrive Deal Stage Match to Add Salesforce Task to Send Twilio SMS

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Pipedrive Deal Stage Match to Check Salesforce Field to Send Twilio SMS

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Pipedrive Deal Stage Match to Check Salesforce Campaign Member Status to Send Twilio SMS

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

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

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Salesforce Campaign Trigger to Send Twilio SMS to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Send Twilio SMS to Update Pipedrive Deal

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Salesforce Campaign Trigger to Send Twilio SMS to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Send Twilio SMS to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Send Twilio SMS to Add Pipedrive Deal

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Salesforce Campaign Trigger to Send Twilio SMS to Add Pipedrive Note

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Salesforce Campaign Trigger to Send Twilio SMS to Update Pipedrive Deal Field

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Salesforce Campaign Trigger to Update Pipedrive Person Field to Send Twilio SMS

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Salesforce Campaign Trigger to Update Pipedrive Deal to Send Twilio SMS

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Send Twilio SMS

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Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Send Twilio SMS

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Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Send Twilio SMS

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Salesforce Campaign Trigger to Schedule Pipedrive Activity to Send Twilio SMS

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Salesforce Campaign Trigger to Add Pipedrive Deal to Send Twilio SMS

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Salesforce Campaign Trigger to Add Pipedrive Note to Send Twilio SMS

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Salesforce Campaign Trigger to Update Pipedrive Deal Field to Send Twilio SMS

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Salesforce Campaign Trigger to Check Pipedrive Deal Field to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Update Pipedrive Person Field

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Salesforce Field Changed to Send Twilio SMS to Update Pipedrive Deal

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Salesforce Field Changed to Send Twilio SMS to Assign Pipedrive Person Owner

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Salesforce Field Changed to Send Twilio SMS to Schedule Pipedrive Activity

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Salesforce Field Changed to Send Twilio SMS to Add Pipedrive Deal

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Salesforce Field Changed to Send Twilio SMS to Add Pipedrive Note

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

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Salesforce Field Changed to Update Pipedrive Person Field to Send Twilio SMS

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Salesforce Field Changed to Update Pipedrive Deal to Send Twilio SMS

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Salesforce Field Changed to Check Pipedrive Person Field to Send Twilio SMS

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

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Salesforce Field Changed to Assign Pipedrive Person Owner to Send Twilio SMS

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Salesforce Field Changed to Schedule Pipedrive Activity to Send Twilio SMS

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Salesforce Field Changed to Add Pipedrive Deal to Send Twilio SMS

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Salesforce Field Changed to Add Pipedrive Note to Send Twilio SMS

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

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Salesforce Field Changed to Check Pipedrive Deal Field to Send Twilio SMS

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Twilio SMS Received to Check Salesforce Field to Add Pipedrive Note

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Twilio SMS Received to Create Salesforce Opportunity to Update Pipedrive Deal Field

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

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Twilio SMS Received to Send Twilio SMS to Update Pipedrive Person Field

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

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

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Twilio SMS Received to Update Pipedrive Deal to Send Twilio SMS

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Twilio SMS Received to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Send Twilio SMS to Update Pipedrive Person Field

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Salesforce Field Changed to Add Pipedrive Note to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Add Pipedrive Deal

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Twilio SMS Received to Add Salesforce Task to Update Pipedrive Deal

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Twilio SMS Received to Update Salesforce Field to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Send Twilio SMS

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Twilio SMS Received to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Twilio SMS Received to Update Salesforce Field to Add Pipedrive Deal

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Salesforce Field Changed to Update Pipedrive Deal to Send Twilio SMS

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Twilio SMS Received to Assign Pipedrive Person Owner to Update Salesforce Field

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Person Field Match to Check Pipedrive Deal Field to Send Twilio SMS

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Person Field Match to Assign Salesforce Lead to Send Twilio SMS

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Showing 212 journey ideas for Twilio, Pipedrive 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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

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, Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
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, Pipedrive and Salesforce.