Connect Salesforce and Twilio to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and Twilio together. Build enterprise-grade automation in minutes.

Our most popular template

Create Salesforce leads from new Twilio recordings
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Twilio + Salesforce
Send Twilio SMS messages for new Salesforce contacts
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Salesforce + Twilio
Send sms via Twilio for new outbound messages in Salesforce
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Salesforce + Twilio
Create Salesforce leads from new Twilio recordings
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Twilio + Salesforce
Create Salesforce leads from new Twilio recordings and add to campaign
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Twilio + Salesforce
Create Salesforce records from new Twilio transcriptions
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Twilio + Salesforce

Create Salesforce leads from new Twilio recordings

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Twilio + Salesforce

Send Twilio SMS messages for new Salesforce contacts

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Salesforce + Twilio

Send sms via Twilio for new outbound messages in Salesforce

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Salesforce + Twilio

Create Salesforce leads from new Twilio recordings

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Twilio + Salesforce

Create Salesforce leads from new Twilio recordings and add to campaign

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Twilio + Salesforce

Create Salesforce records from new Twilio transcriptions

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Twilio + Salesforce

Create Salesforce records from new Twilio smses
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Twilio + Salesforce
Create Salesforce leads from new Twilio recordings for campaign inclusion
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Twilio + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Twilio - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Call Phone" in Twilio.

You’re connected!

Zapier seamlessly connects Salesforce and Twilio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
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New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
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New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
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- From Number
  Required
- To_number
  Required
- Message
  Required
- Voice
- Language
- Send Digits
Action
Write
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
- Send Large Messages?
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Instructions_copy
Trigger
Instant
Try It
- To Number
  Required
- Apply US Prefix
Trigger
Polling
Try It
- To Number
  Required
Trigger
Polling
Try It
- Help Text
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

For AI agents & developers

Use Salesforce and Twilio with AI agents and code

Beyond Zap workflows. Call Salesforce and Twilio actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and Twilio actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Call Phone

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Twilio actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / twilio action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Salesforce and Twilio

Send SMS notifications for closed deals.

When an opportunity is marked as closed in Salesforce, Zapier can trigger a text message through Twilio to notify stakeholders immediately. This ensures key stakeholders are always in the loop, saving time on manual updates and improving communication.

Business Owner

Try it

Send SMS alerts for updated Salesforce records.

When key Salesforce records are updated, Zapier can send a real-time SMS alert via Twilio. This ensures IT teams can monitor changes promptly, safeguarding against data errors or unauthorized updates within the system.

Try it

Text new Salesforce leads with a welcome message.

Whenever a new lead is added in Salesforce, Zapier sends a personalized welcome SMS through Twilio. This helps nurture leads instantly, improving engagement rates right from the start.

Marketing & Marketing Ops

Try it

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Twilio on the Zapier blog

Make work flow with AI

Level up your Salesforce to Twilio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Salesforce + Twilio integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Twilio

What is the process to integrate Salesforce with Twilio?

Our integration allows you to connect Salesforce and Twilio seamlessly. You need to connect both accounts through our platform by setting up a Zap. Once connected, you can choose triggers from Salesforce, such as a new lead or changes in an opportunity, and specify actions like sending an SMS through Twilio.

How do I send automated SMS from Salesforce using Twilio?

You can set up an automated workflow where a trigger event in Salesforce, like a new lead creation or update in contact information, initiates an action of sending an SMS through Twilio. This requires creating a Zap that connects the respective trigger in Salesforce to an SMS action in Twilio.

Can I customize text messages sent from Salesforce via Twilio?

Yes, messages sent from Salesforce via Twilio can be customized. During the setup of your integration, you can use merge fields from Salesforce to personalize your SMS contents based on specific data points like recipient's name or other custom fields.

Is it possible to track the delivery of messages sent through this integration?

Through our interface, you can monitor message delivery status within your integration settings. We retrieve updates from Twilio about message delivery statuses which you can view directly in your dashboard.

What kind of trigger events does this integration support?

This integration supports various trigger events from Salesforce including new record creation (like lead or contact), updated records (such as modified opportunities), and others like scheduled tasks which then prompt specific actions in Twilio like sending messages.

Are there any limitations on the number of texts I can send through this integration?

While we don't impose limits on the number of texts, restrictions may come from either your Twilio account plan or regulatory bodies depending on where you're sending messages. It's important to review these details with Twilio.

How secure is the data being processed between Salesforce and Twilio?

We prioritize security ensure that all data processed and transferred between Salesforce and Twilio is encrypted using industry-standard protocols. Additionally, both platforms comply with stringent security practices and certifications.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Twilio

An easy tool for developers to send and receive SMS and voice calls.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Similar apps

CallFire

Phone & SMS

Kudosity

Phone & SMS

RingCentral

Phone & SMS

Connect Salesforce and Twilio to power AI-driven automation

Launch your first automated workflow

Create Salesforce leads from new Twilio recordings

Send Twilio SMS messages for new Salesforce contacts

Send sms via Twilio for new outbound messages in Salesforce

Create Salesforce leads from new Twilio recordings

Create Salesforce leads from new Twilio recordings and add to campaign

Create Salesforce records from new Twilio transcriptions

Create Salesforce leads from new Twilio recordings

Send Twilio SMS messages for new Salesforce contacts

Send sms via Twilio for new outbound messages in Salesforce

Create Salesforce leads from new Twilio recordings

Create Salesforce leads from new Twilio recordings and add to campaign

Create Salesforce records from new Twilio transcriptions

Create Salesforce records from new Twilio smses

Create Salesforce leads from new Twilio recordings for campaign inclusion

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Twilio with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Salesforce and Twilio

Send SMS notifications for closed deals.

Send SMS alerts for updated Salesforce records.

Text new Salesforce leads with a welcome message.

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate Twilio on the Zapier blog

6 ways to automate Twilio with Zapier

Make work flow with AI

Frequently Asked Questions about Salesforce + Twilio integrations

Connect Salesforce to Twilio on the world's largest no-code automation platform