Salesforce + Twilio Integration

Integrate Salesforce to Twilio in one click, or tell Integrately AI how you want each lead handled. Capture contact details, trigger instant SMS notifications, update your records, and follow up with customers automatically.

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1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Send SMS in Twilio
  • Twilio
    Send WhatsApp message in Twilio
  • Twilio
    Call phone in Twilio
  • Twilio
    Get call details by id in Twilio

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Ready Workflows Ready Workflows for Salesforce + Twilio Integration

Send instant SMS messages, notify customers when records change, update sales pipelines, and trigger automated follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Twilio Integration

Send Twilio sms for new Salesforce record

Automatically sending a Twilio sms whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Twilio integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Twilio sms for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Twilio Integration

Send Twilio sms for new Salesforce task

With this Salesforce - Twilio integration, whenever a new task is created in Salesforce, sms will be sent via Twilio. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the sms that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + Twilio Integration

Send Twilio sms for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Twilio sms ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Twilio integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your Salesforce + Twilio flow

Sync communication logs to your CRM, notify support teams, and track project milestones across your stack. Pick a combination and activate it in one click.

Salesforce
Twilio
+
HubspotHubspot (4)
+
SlackSlack (3)
+
GmailGmail (3)
+
ZendeskZendesk (3)
+
StripeStripe (3)
+
Jira Software CloudJira Software Cloud (3)
S
H
T
Create a HubSpot contact when a Salesforce lead is created, and send a welcome SMS via Twilio
New Salesforce leads appear in HubSpot instantly while Twilio dispatches a welcome SMS, eliminating manual data entry and delayed communication.
S
H
T
Update the HubSpot contact when a Salesforce contact is updated, and send a notification SMS via Twilio
Keep HubSpot updated whenever Salesforce contact details change while Twilio alerts your team via SMS.
S
H
T
Create a HubSpot deal when a Salesforce opportunity is created, and alert the team via Twilio SMS
New Salesforce opportunities instantly generate HubSpot deals while Twilio broadcasts an SMS alert.
S
H
T
Use Claude to evaluate Salesforce leads, create a HubSpot contact, and send an SMS via Twilio
Claude scores incoming Salesforce leads before HubSpot records them and Twilio sends a customized SMS.

Supported triggers and actions for Salesforce and Twilio

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Get message medias in Twilio
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Get message media by id in Twilio
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
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What can you automate with Salesforce + Twilio?

Streamline your customer communications by automatically triggering SMS messages, WhatsApp updates, and call workflows directly from your Salesforce records.

What you can automate?
🚀
Trigger SMS messages from Salesforce events
Send instant text messages via Twilio the moment a new lead or contact is created in Salesforce, eliminating manual outreach delays.
📊
Capture all custom field data in messages
Map specific Salesforce record fields directly into dynamic Twilio SMS and WhatsApp templates for highly personalized client communication.
🔔
Alert internal teams on critical updates
Notify sales reps and account managers via Twilio SMS immediately when high-value opportunities are updated in Salesforce.
🔀
Route messages based on record criteria
Send different Twilio notification templates or assign specific phone numbers depending on industry, tier, or region fields in Salesforce.
🔄
Keep CRM data synchronized with communication logs
Update Salesforce records automatically when Twilio call statuses change or SMS messages are successfully delivered.
🔍
Search and update existing records
Lookup existing contacts or accounts in Salesforce before triggering Twilio messages to prevent duplicate outreach.
📞
Handle call logging and transcription workflows
Log call details, recordings, and transcriptions from Twilio directly into matching Salesforce task or event records.
🌐
Extend workflows to external platforms
Connect Salesforce and Twilio data with third-party tools like Slack or HubSpot to trigger multi-channel team notifications.
And much more...

Who is Salesforce + Twilio integration for?

Sales professionals, support managers, and operations teams who rely on synchronized CRM data and instant communication workflows benefit from this integration.

Sales leaders
Sales leaders
Customer support managers
Customer support managers
Account executives
Account executives
Operations coordinators
Operations coordinators
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales leaders
You're tracking pipeline metrics in Salesforce but your team misses urgent follow-up windows because SMS notifications lag behind CRM updates — this integration means every new opportunity triggers instant Twilio alerts and your response times stay optimal.
Customer support managers
You manage client cases in Salesforce but customers complain about delayed updates when tickets change status — automating both apps means every case update immediately dispatches a Twilio SMS and client satisfaction improves.
🤝
Account executives
You coordinate deal pacing across Salesforce and need stakeholders informed of quote approvals without manual messaging — with this integration, every new quote triggers instant client communications and deals close faster.
🔄
Operations coordinators
You handle high volumes of inbound leads in Salesforce and manual SMS dispatching creates severe bottlenecks — this integration means every lead record automatically triggers Twilio messages and operational throughput scales.
🎯
Business development reps
You depend on immediate lead handoffs in Salesforce to initiate outreach before prospects go cold — automating both apps means every contact creation immediately launches personalized Twilio messaging.
📋
CRM administrators
You maintain database integrity in Salesforce but find persistent communication gaps between CRM actions and messaging logs — this integration means every interaction is reliably recorded and data discrepancies disappear.
Our team

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Why choose Integrately to automate Salesforce + Twilio

Build and manage your Salesforce + Twilio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Twilio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Salesforce to Twilio?
Frequently Asked Questions
You can connect Salesforce to Twilio using 1-click workflows on Integrately. Pick a ready template or ask Integrately AI to build your integration with Hubspot, Slack, and Gmail in minutes.
Can I automatically send an SMS via Twilio when a lead is created in Salesforce?
Frequently Asked Questions
Can I connect Salesforce, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Twilio?
Frequently Asked Questions
How are Salesforce contact updates handled in this integration?
Frequently Asked Questions
Can Twilio call statuses trigger updates in Salesforce?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Twilio?
Frequently Asked Questions
Is the Salesforce and Twilio integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Twilio With 1500+ Other Apps

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