Twilio + Sendgrid + Salesforce integration

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

Upcoming

Marketing Automation ideas to integrate Twilio, Sendgrid and Salesforce.

Twilio SMS Received to Send Sendgrid Transactional Email to Add Salesforce Task

Try this free

Twilio SMS Received to Update Salesforce Field to Send Sendgrid Transactional Email

Try this free

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

Try this free

Salesforce Campaign Trigger to Send Twilio SMS to Send Sendgrid Transactional Email

Try this free

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

Try this free

Twilio SMS Received to Assign Salesforce Lead to Send Sendgrid Transactional Email

Try this free

Twilio SMS Received to Check Salesforce Field to Send Sendgrid Transactional Email

Try this free

Twilio SMS Received to Send Twilio SMS to Send Sendgrid Transactional Email

Try this free

Twilio SMS Received to Send Sendgrid Transactional Email to Create Salesforce Opportunity

Try this free

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

Try this free

Twilio SMS Received to Send Sendgrid Transactional Email to Update Salesforce Field

Try this free

Salesforce Field Changed to Send Sendgrid Transactional Email to Send Twilio SMS

Try this free

Twilio SMS Received to Send Sendgrid Transactional Email to Assign Salesforce Lead

Try this free

Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Send Twilio SMS

Try this free

Twilio SMS Received to Create Salesforce Opportunity to Send Sendgrid Transactional Email

Try this free

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

Try this free

Twilio SMS Received to Add Salesforce Task to Send Sendgrid Transactional Email

Try this free

Salesforce Field Changed to Send Twilio SMS to Send Sendgrid Transactional Email

Try this free

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

Try this free

Twilio SMS Received to Send Sendgrid Transactional Email to Send Twilio SMS

Try this free

Showing 20 journey ideas for Twilio, Sendgrid 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

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, Sendgrid 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.
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 Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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, Sendgrid and Salesforce.