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
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

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.

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