Twilio + Smart Segments + Salesforce integration

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

Marketing Automation ideas to integrate Twilio, Smart Segments and Salesforce.

Smart Segment Trigger to Send Twilio SMS to Create Salesforce Opportunity

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Smart Segment Trigger to Send Twilio SMS to Assign Salesforce Lead

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

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Smart Segment Trigger to Send Twilio SMS to Add Salesforce Task

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Smart Segment Trigger to Send Twilio SMS to Assign Salesforce Lead to Group

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Smart Segment Trigger to Send Twilio SMS to Update Salesforce Field

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Smart Segment Trigger to Create Salesforce Opportunity to Send Twilio SMS

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Smart Segment Trigger to Assign Salesforce Lead to Send Twilio SMS

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

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Smart Segment Trigger to Add Salesforce Task to Send Twilio SMS

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Smart Segment Trigger to Check Salesforce Field to Send Twilio SMS

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

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Smart Segment Trigger to Assign Salesforce Lead to Group to Send Twilio SMS

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Smart Segment Trigger to Update Salesforce Field to Send Twilio SMS

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Smart Segment Trigger to Add Salesforce Task to Send Twilio SMS

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Smart Segment Trigger to Send Twilio SMS to Add Salesforce Task

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

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Smart Segment Trigger to Create Salesforce Opportunity to Send Twilio SMS

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Smart Segment Trigger to Assign Salesforce Lead to Group to Send Twilio SMS

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

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Smart Segment Trigger to Check Salesforce Field to Send Twilio SMS

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Smart Segment Trigger to Send Twilio SMS to Assign Salesforce Lead

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Smart Segment Trigger to Send Twilio SMS to Assign Salesforce Lead to Group

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Smart Segment Trigger to Send Twilio SMS to Update Salesforce Field

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Smart Segment Trigger to Update Salesforce Field to Send Twilio SMS

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

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Smart Segment Trigger to Send Twilio SMS to Create Salesforce Opportunity

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Smart Segment Trigger to Assign Salesforce Lead to Send Twilio SMS

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Showing 28 journey ideas for Twilio, Smart Segments 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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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, Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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).

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.
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, Smart Segments and Salesforce.