Twilio + Salesforce + Forms integration

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

Marketing Automation ideas to integrate Twilio, Salesforce and Forms.

Twilio SMS Received to Has Submitted Form to Create Salesforce Opportunity

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Twilio SMS Received to Has Submitted Form to Assign Salesforce Lead

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Twilio SMS Received to Has Submitted Form to Set Salesforce Campaign Member Status

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Twilio SMS Received to Has Submitted Form to Add Salesforce Task

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Twilio SMS Received to Has Submitted Form to Assign Salesforce Lead to Group

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Twilio SMS Received to Has Submitted Form to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Form to Send Twilio SMS

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Salesforce Field Changed to Has Submitted Form to Send Twilio SMS

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Form Submitted to Send Twilio SMS to Create Salesforce Opportunity

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Form Submitted to Send Twilio SMS to Assign Salesforce Lead

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Form Submitted to Send Twilio SMS to Set Salesforce Campaign Member Status

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Form Submitted to Send Twilio SMS to Add Salesforce Task

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Form Submitted to Send Twilio SMS to Assign Salesforce Lead to Group

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Form Submitted to Send Twilio SMS to Update Salesforce Field

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Form Submitted to Create Salesforce Opportunity to Send Twilio SMS

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Form Submitted to Assign Salesforce Lead to Send Twilio SMS

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Form Submitted to Set Salesforce Campaign Member Status to Send Twilio SMS

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Form Submitted to Add Salesforce Task to Send Twilio SMS

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Form Submitted to Check Salesforce Field to Send Twilio SMS

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Form Submitted to Check Salesforce Campaign Member Status to Send Twilio SMS

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Form Submitted to Assign Salesforce Lead to Group to Send Twilio SMS

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Form Submitted to Update Salesforce Field to Send Twilio SMS

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Salesforce Campaign Trigger to Send Twilio SMS to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Twilio SMS

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Salesforce Field Changed to Check Salesforce Field to Send Twilio SMS

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Salesforce Field Changed to Update Salesforce Field to Send Twilio SMS

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Form Submitted to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity to Send Twilio SMS

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

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Form Submitted to Send Twilio SMS to Assign Salesforce Lead to Group

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Form Submitted to Check Salesforce Field to Send Twilio SMS

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Salesforce Field Changed to Has Submitted Form to Send Twilio SMS

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Twilio SMS Received to Has Submitted Form to Set Salesforce Campaign Member Status

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

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Salesforce Field Changed to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Has Submitted Form to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Send Twilio SMS

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Form Submitted to Send Twilio SMS to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Add Salesforce Task to Send Twilio SMS

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Form Submitted to Send Twilio SMS to Assign Salesforce Lead

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Twilio SMS Received to Send Twilio SMS to Assign Salesforce Lead

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Showing 42 journey ideas for Twilio, Salesforce and Forms

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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.

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.
Has Submitted Form
Check if a contact has previously submitted a specific form.

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.

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 Forms.