Twilio + Salesforce + Lists integration

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

Marketing Automation ideas to integrate Twilio, Salesforce and Lists.

Twilio SMS Received to Create Salesforce Opportunity to Add to List

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Twilio SMS Received to Create Salesforce Opportunity to Remove From List

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Twilio SMS Received to Assign Salesforce Lead to Add to List

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Twilio SMS Received to Assign Salesforce Lead to Remove From List

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Twilio SMS Received to Set Salesforce Campaign Member Status to Add to List

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Twilio SMS Received to Set Salesforce Campaign Member Status to Remove From List

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Twilio SMS Received to Add Salesforce Task to Add to List

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Twilio SMS Received to Add Salesforce Task to Remove From List

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Twilio SMS Received to Check Salesforce Field to Add to List

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Twilio SMS Received to Check Salesforce Field to Remove From List

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Twilio SMS Received to Check Salesforce Campaign Member Status to Add to List

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Twilio SMS Received to Check Salesforce Campaign Member Status to Remove From List

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Twilio SMS Received to Assign Salesforce Lead to Group to Add to List

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Twilio SMS Received to Assign Salesforce Lead to Group to Remove From List

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Twilio SMS Received to Update Salesforce Field to Add to List

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Twilio SMS Received to Update Salesforce Field to Remove From List

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Twilio SMS Received to Add to List to Create Salesforce Opportunity

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Twilio SMS Received to Add to List to Assign Salesforce Lead

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Twilio SMS Received to Add to List to Set Salesforce Campaign Member Status

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Twilio SMS Received to Add to List to Add Salesforce Task

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Twilio SMS Received to Add to List to Assign Salesforce Lead to Group

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Twilio SMS Received to Add to List to Update Salesforce Field

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Twilio SMS Received to Is on List or Segment to Create Salesforce Opportunity

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Twilio SMS Received to Is on List or Segment to Assign Salesforce Lead

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Twilio SMS Received to Is on List or Segment to Set Salesforce Campaign Member Status

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Twilio SMS Received to Is on List or Segment to Add Salesforce Task

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Twilio SMS Received to Is on List or Segment to Assign Salesforce Lead to Group

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Twilio SMS Received to Is on List or Segment to Update Salesforce Field

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Twilio SMS Received to Remove From List to Create Salesforce Opportunity

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Twilio SMS Received to Remove From List to Assign Salesforce Lead

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Twilio SMS Received to Remove From List to Set Salesforce Campaign Member Status

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Twilio SMS Received to Remove From List to Add Salesforce Task

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Twilio SMS Received to Remove From List to Assign Salesforce Lead to Group

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Twilio SMS Received to Remove From List to Update Salesforce Field

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Twilio SMS Received to Check Lead Status to Create Salesforce Opportunity

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Twilio SMS Received to Check Lead Status to Assign Salesforce Lead

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

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Twilio SMS Received to Check Lead Status to Add Salesforce Task

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

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Twilio SMS Received to Check Lead Status to Update Salesforce Field

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Salesforce Campaign Trigger to Send Twilio SMS to Add to List

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Salesforce Campaign Trigger to Send Twilio SMS to Remove From List

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Salesforce Campaign Trigger to Add to List to Send Twilio SMS

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Salesforce Campaign Trigger to Is on List or Segment to Send Twilio SMS

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Salesforce Campaign Trigger to Remove From List to Send Twilio SMS

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Salesforce Campaign Trigger to Check Lead Status to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Add to List

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Salesforce Field Changed to Send Twilio SMS to Remove From List

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Salesforce Field Changed to Add to List to Send Twilio SMS

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Salesforce Field Changed to Is on List or Segment to Send Twilio SMS

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Salesforce Field Changed to Remove From List to Send Twilio SMS

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Salesforce Field Changed to Check Lead Status to Send Twilio SMS

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List Trigger to Send Twilio SMS to Create Salesforce Opportunity

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List Trigger to Send Twilio SMS to Assign Salesforce Lead

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

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List Trigger to Send Twilio SMS to Add Salesforce Task

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

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List Trigger to Send Twilio SMS to Update Salesforce Field

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List Trigger to Create Salesforce Opportunity to Send Twilio SMS

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List Trigger to Assign Salesforce Lead to Send Twilio SMS

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

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List Trigger to Add Salesforce Task to Send Twilio SMS

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List Trigger to Check Salesforce Field to Send Twilio SMS

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

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

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List Trigger to Update Salesforce Field to Send Twilio SMS

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Removed From List to Send Twilio SMS to Create Salesforce Opportunity

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Removed From List to Send Twilio SMS to Assign Salesforce Lead

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Removed From List to Send Twilio SMS to Set Salesforce Campaign Member Status

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Removed From List to Send Twilio SMS to Add Salesforce Task

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Removed From List to Send Twilio SMS to Assign Salesforce Lead to Group

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Removed From List to Send Twilio SMS to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Send Twilio SMS

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Removed From List to Assign Salesforce Lead to Send Twilio SMS

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Removed From List to Set Salesforce Campaign Member Status to Send Twilio SMS

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Removed From List to Add Salesforce Task to Send Twilio SMS

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Removed From List to Check Salesforce Field to Send Twilio SMS

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Removed From List to Check Salesforce Campaign Member Status to Send Twilio SMS

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Removed From List to Assign Salesforce Lead to Group to Send Twilio SMS

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Removed From List to Update Salesforce Field 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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Twilio SMS Received to Check Salesforce Field to Send Twilio SMS

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Removed From List to Send Twilio SMS to Create Salesforce Opportunity

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Twilio SMS Received to Remove From List to Update Salesforce Field

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Create Salesforce Opportunity

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Salesforce Field Changed to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Update Salesforce Field to Remove From List

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Twilio SMS Received to Add Salesforce Task to Add to List

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Removed From List to Send Twilio SMS to Set Salesforce Campaign Member Status

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

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Salesforce Campaign Trigger to Is on List or Segment to Send Twilio SMS

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Twilio SMS Received to Add to List to Assign Salesforce Lead

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Twilio SMS Received to Assign Salesforce Lead to Remove From List

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Twilio SMS Received to Is on List or Segment to Assign Salesforce Lead

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Twilio SMS Received to Assign Salesforce Lead to Send Twilio SMS

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Removed From List to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Assign Salesforce Lead

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Removed From List to Send Twilio SMS to Add Salesforce Task

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

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Showing 100 journey ideas for Twilio, Salesforce and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.