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Salesforce + Twilio Integrations

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

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.

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 Integrations
Twilio Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Salesforce and Twilio Integrations

  • Salesforce Twilio

    Salesforce + Twilio

    Send Twilio SMS messages from new contacts on Salesforce Read More...
    When this happens...
    Salesforce New Contact
     
    Then do this...
    Twilio 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
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

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    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
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Connect Salesforce + Twilio in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account 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.

  • 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.

    Actions
  • 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.

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

How Salesforce & Twilio Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Twilio as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Twilio with Appy Pie Connect.

    (2 minutes)

  6. 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.