CRM & ERP systems • Popular
Salesforce and Twilio integration
Albato simplifies the process of integrating Salesforce with Twilio, creating a seamless connection that enhances communication strategies. Albato is a platform that makes it easy to automate workflows and integrate applications, enabling users to connect apps without needing deep technical knowledge. Its automation builder uses triggers, the events that start an automation, and actions, the tasks completed in response to those triggers, to streamline operations between different services. For example, with Albato, you can set up an automation where a "New Contact" trigger in Salesforce initiates an action in Twilio, such as "Send SMS." This integration allows for immediate engagement with new contacts added to Salesforce by automatically sending them a personalized SMS through Twilio. It's an efficient way to enhance customer relationship management and ensure timely communication, leveraging the strengths of both Salesforce's CRM capabilities and Twilio's communication platform.
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How Albato works
With Albato, you can easily integrate Twilio with Salesforce using an intuitive no-code builder. Whether you want to sync Twilio with Salesforce or connect Twilio to Salesforce, our platform makes it simple.
How to Connect Salesforce to Twilio
Create powerful Salesforce integration with Twilio in just a few simple steps.
Connect Salesforce to Twilio
To connect Twilio to Salesforce, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Salesforce with Twilio with just a few clicks!
Salesforce
Select a Trigger
Create workflow for Twilio and Salesforce integration
Decide what happens when you sync Salesforce with Twilio—set up triggers in one app to automatically initiate actions in the other.
Trigger
Action
Sync Salesforce with Twilio data
Select which data to transfer when you integrate Twilio with Salesforce—customize how your apps exchange information.
Synс data
Synс data
Synс data
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Triggers and actions for Twilio and Salesforce integration
In Salesforce and Twilio integration triggers start workflows when something happens, while actions make changes in response.
Triggers 11
Update record
Delete record
New SMS
New call
Actions 30
Create a record
Update a record
Send SMS
Make an outbound call to a phone number
Make your integration smarter with AI
Enhance your Twilio and Salesforce integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.
Start with Salesforce and Twilio integration templates!
Connect Salesforce to Twilio to link essential parts of your business
When you connect Salesforce to Twilio, you can automate processes for any business size or industry. Here's how different companies integrate Salesforce with Twilio using Albato.
New lead submits form
Create New Contact
Send a welcome message
Never miss a lead or deal again!
Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.
Twilio integration with Salesforce
Salesforce
Leverage Albato to integrate Salesforce with over 600 popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.
Categories
- CRM & ERP systems
- Popular
Alternative Apps
Twilio
Enhance your communication strategies by integrating Twilio with Albato, connecting it to over 600 popular applications. This powerful integration, facilitated by Twilio's comprehensive API, allows for seamless automation of voice, text, chat, video, and email functionalities across your favorite tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Automate actions such as making outbound calls, sending SMS, or initiating calls with TwiML to a Twilio client, phone number, or SIP address. Leverage triggers like "New record complete," "New call," and "New SMS" to synchronize communication efforts and enhance customer engagement. Connect and automate with Twilio via Albato for a streamlined, efficient communication workflow.
Categories
- SMS marketing
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Learn how to connect Twilio to Salesforce
Frequently asked questions about Salesforce and Twilio Integration
