Twilio + Salesforce + Email integration

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

Marketing Automation ideas to integrate Twilio, Salesforce and Email.

Twilio SMS Received to Create Salesforce Opportunity to Send Email

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Twilio SMS Received to Assign Salesforce Lead to Send Email

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

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Twilio SMS Received to Add Salesforce Task to Send Email

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Twilio SMS Received to Check Salesforce Field to Send Email

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Twilio SMS Received to Check Salesforce Campaign Member Status to Send Email

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Twilio SMS Received to Assign Salesforce Lead to Group to Send Email

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Twilio SMS Received to Update Salesforce Field to Send Email

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Twilio SMS Received to Check Email Status to Create Salesforce Opportunity

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Twilio SMS Received to Check Email Status to Assign Salesforce Lead

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

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Twilio SMS Received to Check Email Status to Add Salesforce Task

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Twilio SMS Received to Check Email Status to Assign Salesforce Lead to Group

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Twilio SMS Received to Check Email Status to Update Salesforce Field

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Twilio SMS Received to Send Email to Create Salesforce Opportunity

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Twilio SMS Received to Send Email to Assign Salesforce Lead

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

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Twilio SMS Received to Send Email to Add Salesforce Task

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Twilio SMS Received to Send Email to Assign Salesforce Lead to Group

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Twilio SMS Received to Send Email to Update Salesforce Field

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Salesforce Campaign Trigger to Send Twilio SMS to Send Email

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Salesforce Campaign Trigger to Check Email Status to Send Twilio SMS

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Salesforce Campaign Trigger to Send Email to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Send Email

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Salesforce Field Changed to Check Email Status to Send Twilio SMS

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Salesforce Field Changed to Send Email to Send Twilio SMS

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Email Activity to Send Twilio SMS to Create Salesforce Opportunity

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Email Activity to Send Twilio SMS to Assign Salesforce Lead

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Email Activity to Send Twilio SMS to Set Salesforce Campaign Member Status

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Email Activity to Send Twilio SMS to Add Salesforce Task

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Email Activity to Send Twilio SMS to Assign Salesforce Lead to Group

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Email Activity to Send Twilio SMS to Update Salesforce Field

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Email Activity to Create Salesforce Opportunity to Send Twilio SMS

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Email Activity to Assign Salesforce Lead to Send Twilio SMS

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Email Activity to Set Salesforce Campaign Member Status to Send Twilio SMS

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Email Activity to Add Salesforce Task to Send Twilio SMS

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Email Activity to Check Salesforce Field to Send Twilio SMS

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Email Activity to Check Salesforce Campaign Member Status to Send Twilio SMS

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Email Activity to Assign Salesforce Lead to Group to Send Twilio SMS

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Email Activity to Update Salesforce Field to Send Twilio SMS

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Salesforce Campaign Trigger to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Update Salesforce Field

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

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Salesforce Campaign Trigger to Check Email Status to Send Twilio SMS

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Twilio SMS Received to Update Salesforce Field to Send Email

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Salesforce Campaign Trigger to Send Twilio SMS to Add Salesforce Task

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Salesforce Field Changed to Send Twilio SMS to Update Salesforce Field

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Salesforce Field Changed to Check Salesforce Field to Send Twilio SMS

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Email Activity to Update Salesforce Field to Send Twilio SMS

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

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Email Activity to Send Twilio SMS to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Check Salesforce Field to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Assign Salesforce Lead

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Twilio SMS Received to Assign Salesforce Lead to Send Twilio SMS

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

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Salesforce Field Changed to Send Twilio SMS to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Twilio SMS to Update Salesforce Field

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Twilio SMS Received to Send Email to Add Salesforce Task

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Twilio SMS Received to Send Email to Update Salesforce Field

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

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Showing 60 journey ideas for Twilio, Salesforce and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Email 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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.