Salesforce
Twilio

Salesforce and Twilio Integration

Connecting Salesforce with Twilio helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between Salesforce and Twilio, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New Updated Record
Emit new event when a record of the selected type is updated. See the documentation
New Record
Emit new event when a record of the selected object type is created. See the documentation
New Outbound Message
Emit new event when a new outbound message is received in Salesforce.
New Deleted Record
Emit new event when a record of the selected object type is deleted. See the documentation
Send Message
Send an SMS text with optional media files
Send SMS Verification
Send an SMS verification to a phone number
List Transcripts
Return a list of transcripts
Phone Number Lookup
Lookup information about a phone number
List Messages
Return a list of messages associated with your account
List Message Media
Return a list of media associated with your message
List Calls
Return a list of calls associated with your account
Get Transcripts
Retrieves full transcripts for the specified transcript SIDs
Get Message
Return details of a message

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Salesforce and Twilio?

By linking Salesforce with Twilio, Ayudo makes everyday work smoother so updates to leads immediately inform sms. Field mapping, conditional rules, and two way options help you control how data flows and who is notified. The result is less swivel chair work and a sharper customer experience because context is always on hand. For example, Create Salesforce tasks from calls Create Salesforce contacts from SMS

Connect
Salesforce
and
Twilio
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use Salesforce with Twilio?

A straightforward win is Create Salesforce contacts from SMS. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event when a record of the selected object type is deleted. See the documentation and then perform Get Call in Twilio?

Yes, you can set up a workflow so that when trigger new event when a record of the selected object type is deleted. See the documentation, Ayudo carries out Get Call in Twilio. You control filters and field mappings so only the right events trigger the action.

Can we start from Twilio and drive Add Contact to Campaign in Salesforce?

Absolutely. When trigger new event when a new call recording is created, Ayudo can run Add Contact to Campaign in Salesforce so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

How customizable is setup for Salesforce and Twilio integration?

Setup is guided and code free and you can define field mappings, filters, and schedules. You also control who can create or approve workflows so the process stays governed.

What problems does connecting Salesforce and Twilio actually solve?

Bringing the two apps together removes manual updates and missing context so your team can move faster. Ayudo keeps critical records aligned and cuts down on app switching which improves response times, data quality, and accountability.

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