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Connect Salesforce to Twilio

Use 10 documented Salesforce triggers to run 24 documented Twilio actions.

10 source triggers
24 target actions
Reverse direction supported

Why Connect Salesforce & Twilio?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Twilio action

Send the event into one of 24 documented actions, such as Make a Phone Call, Check Verification Token, Create Verification Service.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Twilio

Triggers (5)

New Incoming SMS (Instant)

Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.

webhook
New Call (Instant)

Emit new event each time a call to the phone number is completed. Configures a webhook in Twilio, tied to a phone number.

webhook
New Phone Number

Emit new event when you add a new phone number to your account

polling
New Recording

Emit new event when a new call recording is created

polling
New Transcript Created

Emit new event when a new call transcript is created

polling

Actions (24)

Make a Phone Call

Make a phone call passing text, a URL, or an application that Twilio will use to handle the call. See the documentation

Check Verification Token

Check if user-provided token is correct. See the documentation

Create Verification Service

Create a verification service for sending SMS verifications. See the documentation

Delete Call

Remove a call record from your account. See the documentation

Delete Message

Delete a message record from your account. See the documentation

Download Recording Media

Download a recording media file. See the documentation

Get Call

Return call resource of an individual call. See the documentation

Get Message

Return details of a message. See the documentation

Get Transcripts

Retrieves full transcripts for the specified transcript SIDs. See the documentation

List Application SID Options

Retrieves available options for the Application SID field.

List Call ID Options

Retrieves available options for the Call ID field.

List Calls

Return a list of calls associated with your account. See the documentation

List From Options

Retrieves available options for the From field.

List Incoming Phone Number Options

Retrieves available options for the Incoming Phone Number field.

List Message Media

Return a list of media associated with your message. See the documentation

List Messages

Return a list of messages associated with your account. See the documentation

List Parent Call SID Options

Retrieves available options for the Parent Call SID field.

List Recording ID Options

Retrieves available options for the Recording ID field.

List Service SID Options

Retrieves available options for the Service SID field.

List Transcript SIDs Options

Retrieves available options for the Transcript SIDs field.

List Transcripts

Return a list of transcripts. See the documentation

Phone Number Lookup

Lookup information about a phone number. See the documentation for more information

Send Message

Send an SMS text with optional media files. See the documentation

Send SMS Verification

Send an SMS verification to a phone number. See the documentation

Integration Features

10 documented Salesforce triggers
24 documented Twilio actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Twilio to Salesforce direction

Capability Examples

Salesforce trigger → Twilio action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

TwilioTwilio

Make a Phone Call

Twilio trigger → Salesforce action

Reverse direction
TwilioTwilio

New Incoming SMS (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Twilio accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Twilio operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 24 documented Twilio actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Twilio to Salesforce for bidirectional automation

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All Salesforce Integrations

Explore all available Salesforce connections

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All Twilio Integrations

Explore all available Twilio connections

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