Twilio + Salesforce + Wufoo integration
Use Autopilot to create journeys that use the Twilio, Salesforce and Wufoo integrations.
Marketing Automation ideas to integrate Twilio, Salesforce and Wufoo.
Twilio SMS Received to Has Submitted Wufoo Form to Create Salesforce Opportunity
Twilio SMS Received to Has Submitted Wufoo Form to Assign Salesforce Lead
Twilio SMS Received to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Twilio SMS Received to Has Submitted Wufoo Form to Add Salesforce Task
Twilio SMS Received to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Twilio SMS Received to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Send Twilio SMS
Salesforce Field Changed to Has Submitted Wufoo Form to Send Twilio SMS
New Wufoo Form Submitted to Send Twilio SMS to Create Salesforce Opportunity
New Wufoo Form Submitted to Send Twilio SMS to Assign Salesforce Lead
New Wufoo Form Submitted to Send Twilio SMS to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Send Twilio SMS to Add Salesforce Task
New Wufoo Form Submitted to Send Twilio SMS to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Send Twilio SMS to Update Salesforce Field
New Wufoo Form Submitted to Create Salesforce Opportunity to Send Twilio SMS
New Wufoo Form Submitted to Assign Salesforce Lead to Send Twilio SMS
New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Send Twilio SMS
New Wufoo Form Submitted to Add Salesforce Task to Send Twilio SMS
New Wufoo Form Submitted to Check Salesforce Field to Send Twilio SMS
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Send Twilio SMS
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Send Twilio SMS
New Wufoo Form Submitted to Update Salesforce Field to Send Twilio SMS
New Wufoo Form Submitted to Create Salesforce Opportunity to Send Twilio SMS
Twilio SMS Received to Check Salesforce Field to Send Twilio SMS
Twilio SMS Received to Create Salesforce Opportunity to Send Twilio SMS
Twilio SMS Received to Send Twilio SMS to Add Salesforce Task
Salesforce Campaign Trigger to Send Twilio SMS to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Update Salesforce Field to Send Twilio SMS
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Send Twilio SMS
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Twilio SMS
Twilio SMS Received to Send Twilio SMS to Assign Salesforce Lead
New Wufoo Form Submitted to Send Twilio SMS to Add Salesforce Task
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Twilio SMS
Salesforce Field Changed to Send Twilio SMS to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Send Twilio SMS to Update Salesforce Field
New Wufoo Form Submitted to Send Twilio SMS to Update Salesforce Field
Twilio SMS Received to Check Salesforce Campaign Member Status to Send Twilio SMS
Salesforce Field Changed to Add Salesforce Task to Send Twilio SMS
Salesforce Campaign Trigger to Send Twilio SMS to Assign Salesforce Lead
Twilio SMS Received to Has Submitted Wufoo Form to Create Salesforce Opportunity
Salesforce Campaign Trigger to Add Salesforce Task to Send Twilio SMS
New Wufoo Form Submitted to Add Salesforce Task to Send Twilio SMS
Showing 42 journey ideas for Twilio, Salesforce and Wufoo
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 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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Wufoo 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.
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).
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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.
