Twilio
Salesforce

Twilio and Salesforce Integration

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

Explore Triggers and Actions

New Transcript Created
Emit new event when a new call transcript is created
New Incoming SMS (Instant)
Emit new event every time an SMS is sent to the phone number set
New Call (Instant)
Emit new event each time a call to the phone number is completed
New Recording
Emit new event when a new call recording is created
New Phone Number
Emit new event when you add a new phone number to your account
Upsert Record
Create or update a record of a given object. See the documentation
Update Opportunity
Updates an opportunity. See the documentation
Update Record
Update fields of a record. See the documentation
Search Object Records
Searches for records in an object using a parameterized search. See the documentation
Update Account
Updates a Salesforce account. See the documentation
Update Contact
Updates a contact. See the documentation
Insert Blob Data
Inserts blob data in Salesforce standard objects. See the documentation
SOSL Search
Executes a Salesforce Object Search Language (SOSL) text-based search query.
SOQL Query
Executes a Salesforce Object Query Language (SOQL) query-based, SQL-like search.

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 Twilio and Salesforce?

When Twilio works alongside Salesforce, your sms finally talk to your leads, cutting response times and context switching. 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 SMS automation from Salesforce records

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

Frequently asked questions

What is a practical way to use Twilio with Salesforce?

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 new call transcript is created and then perform Update Record in Salesforce?

Yes, you can set up a workflow so that when trigger new event when a new call transcript is created, Ayudo carries out Update Record in Salesforce. You control filters and field mappings so only the right events trigger the action.

Can we start from Salesforce and drive Create Verification Service in Twilio?

Absolutely. When trigger new event when a record of the selected type is updated. See the documentation, Ayudo can run Create Verification Service in Twilio so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Can we control which fields sync between Twilio and Salesforce?

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 Twilio and Salesforce 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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