Salesforce + Twilio + LiveChat integration
Use Autopilot to create journeys that use the Salesforce, Twilio and LiveChat integrations.
Marketing Automation ideas to integrate Salesforce, Twilio and LiveChat.
LiveChat Tag to Create Salesforce Opportunity to Send Twilio SMS
LiveChat Tag to Assign Salesforce Lead to Send Twilio SMS
LiveChat Tag to Set Salesforce Campaign Member Status to Send Twilio SMS
LiveChat Tag to Add Salesforce Task to Send Twilio SMS
LiveChat Tag to Check Salesforce Field to Send Twilio SMS
LiveChat Tag to Check Salesforce Campaign Member Status to Send Twilio SMS
LiveChat Tag to Assign Salesforce Lead to Group to Send Twilio SMS
LiveChat Tag to Update Salesforce Field to Send Twilio SMS
LiveChat Tag to Send Twilio SMS to Create Salesforce Opportunity
LiveChat Tag to Send Twilio SMS to Assign Salesforce Lead
LiveChat Tag to Send Twilio SMS to Set Salesforce Campaign Member Status
LiveChat Tag to Send Twilio SMS to Add Salesforce Task
LiveChat Tag to Send Twilio SMS to Assign Salesforce Lead to Group
LiveChat Tag to Send Twilio SMS to Update Salesforce Field
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Twilio SMS
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Twilio SMS
Twilio SMS Received to Update Salesforce Field to Send Twilio SMS
Salesforce Field Changed to Send Twilio SMS to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Salesforce Field to Send Twilio SMS
Twilio SMS Received to Send Twilio SMS to Add Salesforce Task
Twilio SMS Received to Add Salesforce Task to Send Twilio SMS
LiveChat Tag to Send Twilio SMS to Add Salesforce Task
Twilio SMS Received to Send Twilio SMS to Update Salesforce Field
Twilio SMS Received to Send Twilio SMS to Create Salesforce Opportunity
LiveChat Tag to Check Salesforce Campaign Member Status to Send Twilio SMS
Salesforce Field Changed to Update Salesforce Field to Send Twilio SMS
Twilio SMS Received to Create Salesforce Opportunity to Send Twilio SMS
Salesforce Field Changed to Send Twilio SMS to Create Salesforce Opportunity
LiveChat Tag to Send Twilio SMS to Set Salesforce Campaign Member Status
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Twilio SMS
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Twilio SMS
LiveChat Tag to Set Salesforce Campaign Member Status to Send Twilio SMS
Salesforce Campaign Trigger to Update Salesforce Field to Send Twilio SMS
Salesforce Campaign Trigger to Send Twilio SMS to Assign Salesforce Lead
Showing 34 journey ideas for Salesforce, Twilio and LiveChat
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 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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Twilio integration and the LiveChat 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
