Twilio + Salesforce Integration
Use Autopilot to automate and integrate Twilio and Salesforce.
Marketing Automation ideas to integrate Twilio and Salesforce
Salesforce Field Changed to Check Delighted NPS Response to Send Twilio SMS
LiveChat Tag to Send Twilio SMS to Set Salesforce Campaign Member Status
Amplitude Event to Send Twilio SMS
Twilio SMS Received to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Send Twilio SMS
New Wufoo Form Submitted to Set Salesforce Campaign Member Status
Twilio SMS Received to Assign Salesforce Lead to Group
Twilio SMS Received to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send Twilio SMS
Twilio SMS Received to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Send Twilio SMS
Twilio SMS Received to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Send Twilio SMS
Twilio SMS Received to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Twilio SMS to Create Salesforce Opportunity
New Wufoo Form Submitted to Send Twilio SMS to Add Salesforce Task
Facebook Lead Ad Submitted to Set Salesforce Campaign Member Status to Send Twilio SMS
Twilio SMS Received to Update Salesforce Field
Twilio SMS Received to Assign Salesforce Lead to Send Twilio SMS
Salesforce Campaign Trigger to Send Twilio SMS to Add Salesforce Task
Showing 20 of 924 Marketing Automation ideas using Autopilot's Twilio and Salesforce integration.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Twilio integration.
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.
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.
