Salesforce + Sendgrid + Twilio integration
Use Autopilot to create journeys that use the Salesforce, Sendgrid and Twilio integrations.
Marketing Automation ideas to integrate Salesforce, Sendgrid and Twilio.
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Send Twilio SMS
Salesforce Campaign Trigger to Send Twilio SMS to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Send Twilio SMS
Salesforce Field Changed to Send Twilio SMS to Send Sendgrid Transactional Email
Twilio SMS Received to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Twilio SMS Received to Assign Salesforce Lead to Send Sendgrid Transactional Email
Twilio SMS Received to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Twilio SMS Received to Add Salesforce Task to Send Sendgrid Transactional Email
Twilio SMS Received to Check Salesforce Field to Send Sendgrid Transactional Email
Twilio SMS Received to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Twilio SMS Received to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Twilio SMS Received to Update Salesforce Field to Send Sendgrid Transactional Email
Twilio SMS Received to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Twilio SMS Received to Send Sendgrid Transactional Email to Assign Salesforce Lead
Twilio SMS Received to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Twilio SMS Received to Send Sendgrid Transactional Email to Add Salesforce Task
Twilio SMS Received to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
Twilio SMS Received to Send Sendgrid Transactional Email to Update Salesforce Field
Salesforce Field Changed to Add Salesforce Task to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Assign Salesforce Lead to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Update Salesforce Field to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Twilio SMS Received to Check Salesforce Field to Send Sendgrid Transactional Email
Twilio SMS Received to Send Sendgrid Transactional Email to Add Salesforce Task
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Send Twilio SMS
Salesforce Field Changed to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Twilio SMS Received to Assign Salesforce Lead to Send Sendgrid Transactional Email
Twilio SMS Received to Add Salesforce Task to Send Sendgrid Transactional Email
Twilio SMS Received to Send Sendgrid Transactional Email to Assign Salesforce Lead
Salesforce Field Changed to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Salesforce Field to Send Sendgrid Transactional Email
Twilio SMS Received to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Update Salesforce Field
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead
Twilio SMS Received to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Showing 38 journey ideas for Salesforce, Sendgrid and Twilio
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 Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Sendgrid integration and the Twilio integration.
Journey Triggers
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).
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
