Twilio + Salesforce + Base CRM integration

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

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Marketing Automation ideas to integrate Twilio, Salesforce and Base CRM.

Twilio SMS Received to Create Salesforce Opportunity to Update Base Contact Field

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Twilio SMS Received to Update Base Contact Field to Update Salesforce Field

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Check Base Deal Stage to Add Salesforce Task to Send Twilio SMS

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Add a Base Deal to Send Twilio SMS to Add Salesforce Task

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Base Contact Field Change to Update Salesforce Field to Send Twilio SMS

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Base Deal Stage Change to Send Twilio SMS to Create Salesforce Opportunity

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Base Contact Field Change to Check Salesforce Field to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Update Base Contact Field

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Check Base Contact Field to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Group to Update Base Contact Field

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Add a Base Deal to Send Twilio SMS to Create Salesforce Opportunity

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Base Contact Field Change to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Set Salesforce Campaign Member Status to Send Twilio SMS

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Check Base Contact Field to Send Twilio SMS to Add Salesforce Task

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Twilio SMS Received to Add Salesforce Task to Update Base Contact Field

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Salesforce Field Changed to Send Twilio SMS to Assign Base Contact Owner

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

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Base Deal Stage Change to Check Salesforce Field to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity to Send Twilio SMS

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Add a Base Deal to Send Twilio SMS to Set Salesforce Campaign Member Status

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Showing 20 journey ideas for Twilio, Salesforce and Base CRM

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 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.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Base CRM 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.
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).
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Salesforce and Base CRM.