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Set up your first integration
Quickly connect Salesforce to Twilio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Twilio - no code necessary. See how you can get setup in minutes.
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.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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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
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.
ITText 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 OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate Twilio on the Zapier blog
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.
