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Salesforce

Salesforce and Twilio Integration

Send automated SMS to your customers via Twilio. Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Do much more by connecting Salesforce and Twilio.

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Popular Integrations

  • Salesforce - New Lead Twilio - Send an SMS

    Send an SMS in Twilio on a New Lead in Salesforce

  • Salesforce - New Contact Twilio - Send an SMS

    Send an SMS in Twilio on a New Contact in Salesforce

  • Salesforce - New Opportunity Twilio - Send an SMS

    Send an SMS in Twilio on a New Opportunity in Salesforce

  • Salesforce - Updated Opportunity Twilio - Send an SMS

    Send an SMS in Twilio on a Updated Opportunity in Salesforce

  • Salesforce - Updated Contact Twilio - Send an SMS

    Send an SMS in Twilio on a Updated Contact in Salesforce

  • Salesforce - New Event Twilio - Send an SMS

    Send an SMS in Twilio on a New Event in Salesforce

  • Salesforce - New Task Twilio - Send an SMS

    Send an SMS in Twilio on a New Task in Salesforce

  • Salesforce - Updated Lead Twilio - Send an SMS

    Send an SMS in Twilio on a Updated Lead in Salesforce

Looking for something else?

Create your own Integration

Connect Salesforce and Twilio the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Twilio - New Call

    New Call

    Triggers when a new Phone Call is received on the configured phone number
  • Twilio - New SMS

    New SMS

    Triggers when a new sms is received
  • Twilio - New Recording

    New Recording

    Triggers when a new recording is created
  • Twilio - New Transcription

    New Transcription

    Triggers when a new transcription is created
  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact
  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created
  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead
  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce - New Task

    New Task

    Triggers when there is a new Task
  • Salesforce - New Account

    New Account

    Triggers when there is a new Account
  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • Salesforce - New Event

    New Event

    Triggers when there is a new Event
  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated
  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated
  • Salesforce - New Case

    New Case

    Triggers when there is a new Case
  • Salesforce - New Note

    New Note

    Triggers when there is a new Note
  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case

Do this

ACTIONS
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event
  • Salesforce - Add a Note

    Add a Note

    Creates a new Note
  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task
  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case
  • Salesforce - Search a User

    Search a User

    Search Users
  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log
  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Salesforce - Search an Account

    Search an Account

    Search Accounts
  • Salesforce - Search a Task

    Search a Task

    Search Tasks
  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities
  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts
  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects
  • Salesforce - Search an Event

    Search an Event

    Search Events
  • Salesforce - Search a Lead

    Search a Lead

    Search Leads
  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce - Search a Folder

    Search a Folder

    Search Folders
  • Salesforce - Search a Case

    Search a Case

    Search Cases
  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns
  • Twilio - Send an SMS

    Send an SMS

    Send a new SMS
  • Twilio - Call a Phone

    Call a Phone

    Call a Phone from a specific Twilio Number with the selected call settings
  • Twilio - Call a phone using TwiML

    Call a phone using TwiML

    Call a phone using a TwiML bin

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

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Connect Salesforce and Twilio with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Try Now

How to integrate Salesforce & Twilio in 3 mins?

  1. Step 1: Connect both Twilio and Salesforce by authenticating them on Automate.io platform.
  2. Step 2: Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
  3. Step 3: Select an “action” event from Twilio which will run every time the trigger event occurs.
  4. Step 4: Map the data fields between Salesforce and Twilio using the drag-drop interface.

You are done. Automate.io will take care of the rest.

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