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Salesforce + Twilio

Create Salesforce records from new Twilio smses

Stay on top of customer communication with this seamless workflow between Twilio and Salesforce. When you receive a new SMS in Twilio, a corresponding record will be created in Salesforce, ensuring you never miss important messages and can track customer interactions more efficiently. Enhance your CRM by connecting your text messaging platform to Salesforce with this powerful automation.

Stay on top of customer communication with this seamless workflow between Twilio and Salesforce. When you receive a new SMS in Twilio, a corresponding record will be created in Salesforce, ensuring you never miss important messages and can track customer interactions more efficiently. Enhance your CRM by connecting your text messaging platform to Salesforce with this powerful automation.

  1. When this happens...
    TwilioTwilio
    New SMS

    Triggered when an SMS is sent to your Twilio number.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Twilio triggers, actions, and search

    New Phone Number

    Triggered when you add a new phone number.

    Trigger
    Scheduled
    Try It
  • Twilio triggers, actions, and search

    New Recording

    Triggered when a new recording is available on your account.

    Trigger
    Scheduled
    Try It
  • Twilio triggers, actions, and search

    New Transcription

    Triggered when a new transcription is available on your account.

    Trigger
    Scheduled
    Try It
    • From NumberRequired

    • Alphanumeric Sender ID

    • To NumberRequired

    • MessageRequired

    • Media Url

    • Send Large Messages?

    Action
    Write
  • Twilio triggers, actions, and search

    New Call

    Triggered when a call is finished on your Twilio number.

    Trigger
    Instant
    Try It
    • To NumberRequired

    • Apply US Prefix

    Trigger
    Scheduled
    Try It
    • From NumberRequired

    • To NumberRequired

    • MessageRequired

    • Voice

    • Language

    • Send Digits

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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About Salesforce

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

  • CRM (Customer Relationship Management)

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twilio logo
twilio logo

About Twilio

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

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