Twilio + Salesforce + Custom Fields integration

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

Marketing Automation ideas to integrate Twilio, Salesforce and Custom Fields.

Twilio SMS Received to Create Salesforce Opportunity to Update Field

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Twilio SMS Received to Assign Salesforce Lead to Update Field

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

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Twilio SMS Received to Add Salesforce Task to Update Field

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Twilio SMS Received to Check Salesforce Field to Update Field

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

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

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Twilio SMS Received to Update Salesforce Field to Update Field

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Twilio SMS Received to Update Field to Create Salesforce Opportunity

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Twilio SMS Received to Update Field to Assign Salesforce Lead

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

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Twilio SMS Received to Update Field to Add Salesforce Task

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

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Twilio SMS Received to Update Field to Update Salesforce Field

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Twilio SMS Received to Check Field to Create Salesforce Opportunity

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Twilio SMS Received to Check Field to Assign Salesforce Lead

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

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Twilio SMS Received to Check Field to Add Salesforce Task

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

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Twilio SMS Received to Check Field to Update Salesforce Field

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Salesforce Campaign Trigger to Send Twilio SMS to Update Field

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Salesforce Campaign Trigger to Update Field to Send Twilio SMS

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Salesforce Campaign Trigger to Check Field to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Update Field

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Salesforce Field Changed to Update Field to Send Twilio SMS

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Salesforce Field Changed to Check Field to Send Twilio SMS

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Field Match to Send Twilio SMS to Create Salesforce Opportunity

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Field Match to Send Twilio SMS to Assign Salesforce Lead

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

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Field Match to Send Twilio SMS to Add Salesforce Task

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

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Field Match to Send Twilio SMS to Update Salesforce Field

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Field Match to Create Salesforce Opportunity to Send Twilio SMS

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Field Match to Assign Salesforce Lead to Send Twilio SMS

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

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Field Match to Add Salesforce Task to Send Twilio SMS

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Field Match to Check Salesforce Field to Send Twilio SMS

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

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

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Field Match to Update Salesforce Field to Send Twilio SMS

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

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Field Match to Check Salesforce Field to Send Twilio SMS

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

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Twilio SMS Received to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Check Field to Update Salesforce Field

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Field Match to Send Twilio SMS to Add Salesforce Task

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Salesforce Field Changed to Update Salesforce Field to Send Twilio SMS

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Field Match to Add Salesforce Task to Send Twilio SMS

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

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

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Salesforce Campaign Trigger to Send Twilio SMS to Update Salesforce Field

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Twilio SMS Received to Update Salesforce Field to Update Field

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Twilio SMS Received to Update Salesforce Field to Send Twilio SMS

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Twilio SMS Received to Check Field to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Update Salesforce Field

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

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Field Match to Send Twilio SMS to Update Salesforce Field

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

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

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Showing 60 journey ideas for Twilio, Salesforce and Custom Fields

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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Custom Fields 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 meets your criteria (e.g. contains a particular word).
Field Match
Add a contact to a journey when a particular 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Update Field
Update a 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, Salesforce and Custom Fields.