Twilio + Salesforce Integration

Use Autopilot to automate and integrate Twilio and Salesforce.

Marketing Automation ideas to integrate Twilio and Salesforce

Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS

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Email Activity to Send Twilio SMS to Assign Salesforce Lead

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Twilio SMS Received to Create Salesforce Opportunity

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Twilio SMS Received to Assign Salesforce Lead to Group

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Salesforce Field Changed to Update Salesforce Field to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity

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Twilio SMS Received to Update Salesforce Field to Send Delighted NPS Survey

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

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Twilio SMS Received to Add Salesforce Task

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Salesforce Field Changed to Send Delighted NPS Survey to Send Twilio SMS

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Twilio SMS Received to Update Salesforce Field

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Salesforce Campaign Trigger to Send Twilio SMS

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Twilio SMS Received to Eject from Journey to Create Salesforce Opportunity

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Salesforce Field Changed to Send Twilio SMS

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Twilio SMS Received to Set Salesforce Campaign Member Status

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Page Visited to Send Twilio SMS

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Salesforce Campaign Trigger to Send Delighted NPS Survey

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Twilio SMS Received to Add Salesforce Task to Eject from Journey

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Page Visited to Send Twilio SMS

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Showing 20 of 490 Marketing Automation ideas using Autopilot's Twilio and Salesforce integration.

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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Twilio integration.

Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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's value 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.

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 and Salesforce.