Twilio + Salesforce + Freshdesk integration

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

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Marketing Automation ideas to integrate Twilio, Salesforce and Freshdesk.

Twilio SMS Received to Freshdesk Ticket Status to Assign Salesforce Lead to Group

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Freshdesk Contact Updated to Send Twilio SMS to Assign Salesforce Lead to Group

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New Freshdesk Ticket to Send Twilio SMS to Update Salesforce Field

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

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Freshdesk Contact Updated to Send Twilio SMS to Update Salesforce Field

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Create New Freshdesk Ticket to Send Twilio SMS to Add Salesforce Task

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New Freshdesk Ticket to Check Salesforce Campaign Member Status to Send Twilio SMS

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Freshdesk Ticket Updated to Send Twilio SMS to Add Salesforce Task

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

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Freshdesk Ticket Updated to Send Twilio SMS to Update Salesforce Field

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Create New Freshdesk Ticket to Send Twilio SMS to Create Salesforce Opportunity

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Freshdesk New Contact to Send Twilio SMS to Set Salesforce Campaign Member Status

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Create New Freshdesk Ticket to Assign Salesforce Lead to Group to Send Twilio SMS

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New Freshdesk Ticket to Assign Salesforce Lead to Send Twilio SMS

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Twilio SMS Received to Freshdesk Ticket Status to Create Salesforce Opportunity

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Create New Freshdesk Ticket to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Group to Freshdesk Update Ticket

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Freshdesk New Contact to Set Salesforce Campaign Member Status to Send Twilio SMS

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

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

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Showing 20 journey ideas for Twilio, Salesforce and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Freshdesk 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).
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.