Integrate Twilio with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Twilio and Salesforce

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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.

About Salesforce

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.

Want to explore Twilio + Salesforce quick connects for faster integration? Here’s our list of the best Twilio + Salesforce quick connects.

Explore quick connects

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Connect Twilio + Salesforce in easier way

It's easy to connect Twilio + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Twilio & Salesforce Integrations Work

  1. Step 1: Choose Twilio as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Twilio to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Twilio and Salesforce

  • Twilio is a cloud communications platform that allows software developers to build communications into web, mobile, and enterprise applications.
  • Twilio has been recognized as one of the fastest growing companies in the U.S., and had been featured on Forbes' Cloud 100 list for three years running.
  • Twilio was a Y Combinator company.
  • Salesforce is a customer relationship management (CRM. platform for sales, service, marketing, and commerce. It is built to be integrated with other technpogies and products such as Microsoft Office 365, Twitter, Zendesk, Dropbox, Heroku, etc.
  • Integration of Twilio and Salesforce

Twilio is a cloud communications platform that allows software developers to build communications into web, mobile, and enterprise applications. With Twilio's APIs, software developers can embed voice calling, instant messaging (IM), and VoIP functionalities into their apps. These APIs can be used to turn any application into a communications top. The businesses can use Twilio to reduce their reliance on any single communications provider, allowing them to switch providers at any time. This also provides them flexibility in terms of cost management. Twilio supports multiple languages including Java, Node.js, .NET, PHP, Python, Ruby, Objective-C, C#, Go, and RESTful web services.

Salesforce is a customer relationship management (CRM. platform for sales, service, marketing, and commerce. It is built to be integrated with other technpogies and products such as Microsoft Office 365, Twitter, Zendesk, Dropbox, Heroku, etc. It has various built in features like social CRM, analytics, e-commerce integration etc. Its CRM capabilities help businesses manage their relationship with customers in an effective way. Salesforce helps in managing data points like contacts, leads and opportunities in real time which helps in making informed decisions quickly. Its integration with other services provides businesses with an opportunity to expand their customer base by making better use of the data available with them. It also comes with prebuilt applications like "AppExchange" available through which it is easy to integrate the services you need. The appexchange has over 2000 apps which are readily available for use.

The process to integrate Twilio and Salesforce 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm