Twilio + Segment + Salesforce integration

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

Marketing Automation ideas to integrate Twilio, Segment and Salesforce.

Twilio SMS Received to Send Segment Event to Create Salesforce Opportunity

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Twilio SMS Received to Send Segment Event to Assign Salesforce Lead

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Twilio SMS Received to Send Segment Event to Set Salesforce Campaign Member Status

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Twilio SMS Received to Send Segment Event to Add Salesforce Task

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

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Twilio SMS Received to Send Segment Event to Update Salesforce Field

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Twilio SMS Received to Create Salesforce Opportunity to Send Segment Event

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Twilio SMS Received to Assign Salesforce Lead to Send Segment Event

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Twilio SMS Received to Set Salesforce Campaign Member Status to Send Segment Event

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Twilio SMS Received to Add Salesforce Task to Send Segment Event

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Twilio SMS Received to Check Salesforce Field to Send Segment Event

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Twilio SMS Received to Check Salesforce Campaign Member Status to Send Segment Event

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

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Twilio SMS Received to Update Salesforce Field to Send Segment Event

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Segment Event to Send Twilio SMS to Create Salesforce Opportunity

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Segment Event to Send Twilio SMS to Assign Salesforce Lead

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Segment Event to Send Twilio SMS to Set Salesforce Campaign Member Status

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Segment Event to Send Twilio SMS to Add Salesforce Task

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Segment Event to Send Twilio SMS to Assign Salesforce Lead to Group

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Segment Event to Send Twilio SMS to Update Salesforce Field

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Segment Event to Create Salesforce Opportunity to Send Twilio SMS

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Segment Event to Assign Salesforce Lead to Send Twilio SMS

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Segment Event to Set Salesforce Campaign Member Status to Send Twilio SMS

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Segment Event to Add Salesforce Task to Send Twilio SMS

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Segment Event to Check Salesforce Field to Send Twilio SMS

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Segment Event to Check Salesforce Campaign Member Status to Send Twilio SMS

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Segment Event to Assign Salesforce Lead to Group to Send Twilio SMS

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Segment Event to Update Salesforce Field to Send Twilio SMS

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Salesforce Campaign Trigger to Send Twilio SMS to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Send Twilio SMS

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Twilio SMS Received to Send Segment Event to Assign Salesforce Lead

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Segment Event to Send Twilio SMS to Add Salesforce Task

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Twilio SMS Received to Send Segment Event to Set Salesforce Campaign Member Status

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Segment Event to Check Salesforce Field to Send Twilio SMS

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Segment Event to Assign Salesforce Lead to Group to Send Twilio SMS

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Twilio SMS Received to Send Segment Event to Send Twilio SMS

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Twilio SMS Received to Send Segment Event to Create Salesforce Opportunity

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Twilio SMS Received to Create Salesforce Opportunity to Send Segment Event

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

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Segment Event to Send Twilio SMS to Send Segment Event

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Segment Event to Set Salesforce Campaign Member Status to Send Twilio SMS

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Salesforce Campaign Trigger to Send Twilio SMS to Send Segment Event

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Twilio SMS Received to Send Twilio SMS to Send Segment Event

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Segment Event to Send Segment Event to Send Twilio SMS

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Segment Event to Send Twilio SMS to Assign Salesforce Lead

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Segment Event to Send Twilio SMS to Set Salesforce Campaign Member Status

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Twilio SMS Received to Send Segment Event to Add Salesforce Task

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Segment Event to Create Salesforce Opportunity to Send Twilio SMS

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Segment Event to Send Twilio SMS to Update Salesforce Field

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Segment Event to Send Twilio SMS to Create Salesforce Opportunity

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Showing 52 journey ideas for Twilio, Segment and Salesforce

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Segment integration and the Salesforce 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.
Segment Event
Add a contact to a journey when they perform a Segment event.
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).

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.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Send Segment Event
Send a contextual Segment Event.
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, Segment and Salesforce.