how to integrate twilio to salesforce

1. Connect both Twilio and Salesforce by authenticating them on Automate.io platform.
2. Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
3. Select an “action” event from Twilio which will run every time the trigger event occurs.
4. Map the data fields between Salesforce and Twilio using the drag-drop interface.

How do I connect Salesforce and Twilio?

Connect Salesforce and Twilio the way you want. Start by selecting the trigger and action events listed here. Connect Salesforce and Twilio with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Is the Twilio product available as a beta release?

This Twilio product is currently available as a beta release. Some features are not yet implemented and others may be changed before the product is declared as Generally Available. Beta products are not covered by a Twilio SLA.

Why Twilio for your business?

Twilio powers companies from small startups to the enterprise. With one click, your messaging runs on a redundant SuperNetwork, powering billions of interactions all over the world.

How do I log in as an admin with Twilio flex?

For your Proof-of-Concept, MVP, or development project, you can use your Twilio credentials to log in as an admin via the Flex login screen. For any Production implementation, you might want to configure Single Sign-On with Twilio Flex by integrating your Identity Provider.

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Does Twilio use Salesforce?

Use the Twilio for Salesforce app to message your audience and build relationships at scale. “SMS opens a new channel to create personalized engagement with supporters. With Twilio for Salesforce, our nonprofit clients can build conversations that attract and retain donors.”

How do I install Twilio in Salesforce?

Install the app and configure your setupInstall Twilio for Salesforce from the AppExchange. ... Obtain your Twilio Account SID and Auth Token. ... Create a messaging service. ... Add phone numbers to your messaging service. ... Create a webhook for your messaging service. ... Select your messaging service in Salesforce.More items...

How do I update Twilio for Salesforce?

Go to Salesforce > Twilio Configuration > License Management and click on the Activate button to upgrade to a paid license.

What is Twilio integration?

Twilio is a cloud communications platform that allows you to programmatically send phone & text messages and perform other communication functions. Now, with our new integration, you are able to reach out and connect with your clients, employees, freelancers, and managers via phone calls & SMS!

How do I set up twilio?

Install the Twilio CLI tool.Install the Twilio CLI serverless plugin.Create your application using a Function Template.Deploy your application.Initialize your Environment.Explore your application.Modify your application.Learn more.

How do I send an SMS from Salesforce?

Salesforce doesn't provide any standard feature to send SMS, but we can send SMS notifications to Leads, Accounts and to the records in custom objects. Customer follow-up can be done easily by sending SMS notifications with the help of 'SMS Magic Interact' app that is available in Salesforce AppExchange.

Who are twilio's competitors?

Competitors and Alternatives to TwilioVonage.MessageBird.Plivo.Vidyo.Alvaria.Infobip.Plum Voice.

What is twilio IVR?

Twilio makes it simple to build IVR, or Interactive Voice Response, into your business's contact center. IVR allows incoming voice dialers to navigate a phone menu to pull down the right information, perform automatic transactions and lookups, and find the right person to help.

What is twilio Flex?

Twilio Flex is a cloud-based contact center that is built on top of Twilio's cloud communications platform. It enables you to create the exact omnichannel contact center experience that you want for your customers, agents, and supervisors.

Is Twilio API free?

Twilio offers a free trial so you can get familiar with the platform and test the different capabilities.

What is an API Twilio?

Twilio's APIs (Application Programming Interfaces) power its platform for communications. Behind these APIs is a software layer connecting and optimizing communications networks around the world to allow your users to call and message anyone, globally. Twilio has a whole host of APIs, from SMS to Voice to Wireless.

Why should I use Twilio?

Twilio provides a simple entry point into the telephony world, and helps your business avoid many of the traditional complexities. Developers can quickly get worldwide connectivity by interacting with Twilio using common internet protocols and simple markup.

Prerequisites

To successfully set up Twilio Salesforce Integration you need to meet the following requirements:

Introduction to Twilio

Twilio is Cloud-based software, designed to give corporate organizations effective and productive communication solutions. Developers can use Twilio APIs to create customer reports they need or to integrate Twilio with other platforms.

Introduction to Salesforce

Salesforce is a prominent Customer Relationship Management (CRM) technology that automates the Sales and Marketing processes. It is a pay-as-you-go subscription-based American firm with its headquarters in San Francisco, California.

Significance of Twilio Salesforce Integration

Salesforce’s major goal is to provide clients with personalized services. By integrating with Twilio, they are making this goal a step further by utilizing the services supported by Twilio for Salesforce. Twilio Salesforce Integration helps your business identify the leads that you need to communicate with in order to close the deal.

Steps to Set Up Twilio Salesforce Integration

As now that you understood the importance of Twilio Salesforce Integration, let’s discuss how you can connect Twilio with Salesforce easily. You can follow the steps below to install Twilio for Salesforce.

Key Features of Twilio Salesforce Integration

Twilio Salesforce Integration supports both inbound and outbound calls from Salesforce. Along with this, the Integration supports other key features such as:

Benefits of Twilio Salesforce Integration

Now, that you have gained a deeper understanding of key features as well as the steps to set up Twilio Salesforce Integration, let’s learn some of the key benefits of this Integration.

Solution features

The Flex Salesforce integration embeds the Flex agent user interface directly into the Salesforce application and creates a single source of truth for agents.

Configure Flex

Start by configuring your Flex-Salesforce Integration by navigating to the Integrations section in your Flex Admin view.

Configure Salesforce

In the left-hand search box, search for “Call Center.” Select Call Centers.

Enable SSO

For your Proof-of-Concept, MVP, or development project, you can use your Twilio credentials to log in as an admin via the Flex login screen.

Launch your Flex-Salesforce integration in Lightning

While logged into Salesforce, click on the App Launcher and go to the application that you've configured with Open CTI.

What's next?

Now that you've integrated Flex with your Salesforce instance, learn more about customizing your integration and managing interactions with your users:

Create your own Integration

Connect Salesforce and Twilio the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect Salesforce and Twilio with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.