Salesforce + Twilio Integration

Use Autopilot to automate and integrate Salesforce and Twilio.

Marketing Automation ideas to integrate Salesforce and Twilio

Unsubscribed from Mailchimp Audience 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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Facebook Lead Ad Submitted to Send Twilio SMS to Create Salesforce Opportunity

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Twilio SMS Received to Update HubSpot Contact Field

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Unsubscribed from Mailchimp Audience to Check Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Twilio SMS

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Salesforce Field Changed to Send SurveyMonkey Survey to Send Twilio SMS

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New HubSpot CRM Contact to Update Salesforce Field

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Intercom Tag to Send Twilio SMS

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HubSpot CRM Contact Field Match to Send Twilio SMS to Update Salesforce Field

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Twilio SMS Received to Assign Salesforce Lead to Group

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Twilio SMS Received to Send Amplitude Event

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Unsubscribed from Mailchimp Audience to Send Twilio SMS

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Twilio SMS Received to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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Twilio SMS Received to Create Salesforce Opportunity to Remove From List

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Twilio SMS Received to Add Salesforce Task

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Twilio SMS Received to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Unsubscribed from Mailchimp Audience to Send Twilio SMS to Create Salesforce Opportunity

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New HubSpot CRM Contact to Assign Salesforce Lead to Group to Send Twilio SMS

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Showing 20 of 1225 Marketing Automation ideas using Autopilot's Salesforce and Twilio integration.

About Salesforce

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 Twilio

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 Salesforce integration.

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.

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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

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 Salesforce and Twilio.