Twilio
Salesforce

Call Salesforce Task Creator

Streamline your workflow by automatically creating Salesforce tasks from your Twilio calls. This integration ensures you never miss a follow-up opportunity, allowing your team to stay organized and focused on what matters most-building strong customer relationships and driving sales.

When this happens...

New Call (Instant)
Emit new event each time a call to the phone number is completed

-

automatically do this!

Create Task
Create a new task. See the documentation

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.

About the apps

Learn more about

Twilio

and

Salesforce

, and how they work together to automate your workflows.

About

Twilio

Twilio is a cloud communications platform enabling developers to build voice, SMS, video, and messaging capabilities into applications globally.

Similar integrations

About

Salesforce

Salesforce is the world's #1 CRM platform helping businesses connect with customers through cloud-based solutions to drive revenue growth.

Similar integrations

Why

Twilio

+

Salesforce

= Perfect Match

When a new call comes in through Twilio, a task is automatically created in Salesforce, allowing your team to follow up seamlessly. This integration bridges communication and customer relationship management, ensuring no lead is overlooked and every call is actionable. By automating task generation, your team can focus on what matters most—building relationships and closing deals. The result is increased productivity, enhanced customer engagement, and streamlined workflow efficiency.

Built by folks who built