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
Post a Message to Chatter Feed
Post a feed item in Chatter. See the documentation
Find Records
Retrieves selected fields for some or all records of a selected object. See the documentation
Delete Record
Deletes an existing record in an object. See the documentation
Create Event
Creates an event. See the documentation
Delete Opportunity
Deletes an opportunity. See the documentation
Create User
Creates a Salesforce user. See the documentation
Create Task
Creates a task. See the documentation
Create Record
Create a record of a given object. See the documentation
Create Note
Creates a note. See the documentation

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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