Integrate Salesforce with Twilio
Appy Pie Connect allows you to automate multiple workflows between Salesforce and Twilio
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- Lightning Fast Setup
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
About Twilio
Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.
Twilio IntegrationsLooking for the Twilio Alternatives? Here is the list of top Twilio Alternatives
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CallFire
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CallHub
Best ways to Integrate Salesforce + Twilio
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When this happens...
New Contact
Then do this...
Send SMS
Automation has been enabling huge productivity gains across the world. With Appy Pie Connect, you don't need to hire expensive developers to automate your workflow; you can automate your work process in minutes without burning a hole in your pocket. Syncing Twilio and Salesforce together is one of the most critical steps towards business automation. After setting this integration up, whenever you create a new contact in Salesforce, an SMS message will be sent automatically to that person via Twilio. Note: This integration will not send SMS message to pre-existing Salesforce contacts.How It Works- A new contact is added to Salesforce
- Appy Pie Connect automatically sends an SMS message via Twilio to the added contact
What You Need- A Salesforce account
- A Twilio account
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When this happens...
New Lead
Then do this...
Send SMS
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When this happens...
New Lead
Then do this...
Call Phone
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Salesforce + Twilio
Call Phone in Twilio when New Contact is created in Salesforce Read More...When this happens...
New Contact
Then do this...
Call Phone
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Salesforce + Twilio
Send SMS in Twilio when New Opportunity is created in Salesforce Read More...When this happens...
New Opportunity
Then do this...
Send SMS
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Salesforce + Twilio without coding knowledge. Start creating your own business flow.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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New Call
Triggers once a call is completed on your Twilio number.
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New Recording
Triggers once a new recording becomes available on your Twilio account.
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New SMS
Triggers the moment an SMS is sent to your Twilio Number.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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Call Phone
Call a number or numbers and say your predefined message.
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Send SMS
Send a SMS to a number or numbers.
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How Salesforce & Twilio Integrations Work
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Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Twilio as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesforce to Twilio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Salesforce and Twilio
Salesforce is a cloud computing company based in San Francisco, California. According to Wikipedia, Salesforce.com was founded by Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez in 1999 as a company to provide software as a service (SaaS), first to the sales team of Oracle Corporation. As of 2018, Salesforce is considered to be the world's largest provider of customer relationship management (CRM. software.
Twilio is a cloud-based communications platform as a service (PaaS. company based in San Francisco, California. Twilio provides an application programming interface (API. that allows software developers to embed voice, text messaging, and video capabilities into web and mobile applications.
Integration of Salesforce and Twilio would provide the fplowing benefits
Increased efficiency of the employees
Employees can send SMS and make phone calls from Salesforce using Twilio API. This will help them to stay updated with the clients. Employees will not lose time looking for contacts on their phone or other devices.
Reduction in the cost
Integration of Salesforce and Twilio would reduce the operating cost significantly because it reduces the need for employees to have multiple devices which are required for work and personal use. It also reduces the need for employees to make long distance calls from their phones.
With Salesforce and Twilio integration, employees can send text messages through their laptops or desktops rather than using their cellphones. This would help them to save money by reducing the roaming charges for international calls. Apart from that, Salesforce allows users to set up automated messages which makes sure that the employees do not have to send multiple messages to their clients for various reasons.
Increased productivity
Integration of Salesforce and Twilio would make employees more productive because they would not have to look for information on their phone or other devices. They can simply login to Salesforce using their computers or laptops and get all the information they need. This would also help them to do other tasks while working on a particular project or getting information from a client.
The process to integrate Salesforce and Twilio may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
