Every hour
Text new Salesforce leads an intro
Every hour, Leta texts new opted-in Salesforce leads a short intro from your Twilio number and logs each text as a completed task.
Twilio + Salesforce integration
Combine Twilio + Salesforce and move texts and calls into Salesforce. Just ask Letaido's AI agent and watch it do the work.
Best Twilio and Salesforce integration jobs to start with
Use this Twilio Salesforce integration to text new leads and campaigns, and log replies and missed calls in Salesforce.
When you ask
Text a Salesforce campaign
Leta texts your message to opted-in members of a Salesforce campaign from your Twilio number and marks each texted member's status.
Every hour
Text replies logged in Salesforce
Every hour, Leta logs texts sent to your Twilio number on the matching Salesforce contact or lead, and unticks SMS opt-in after a STOP.
Every hour
Missed calls as Salesforce callback tasks
Every hour, Leta finds calls to your Twilio number nobody picked up and gives the matching Salesforce owner a callback task.
Twilio Salesforce integration options, compared
Leta next to Twilio's Salesforce app, Service Cloud Voice and Zapier.
| Option | Texts from your Twilio number | Texts a Salesforce campaign | Text replies on Salesforce records | Missed calls as callback tasks | Starts the moment a lead is created |
|---|---|---|---|---|---|
 Letaido AI agent | Yes | Yes | Yes | Yes | No |
| Twilio for Salesforce (AppExchange app) | Yes | Yes | Yes | No | Yes |
| Service Cloud Voice with Twilio | No | No | No | No | No |
| Zapier | Yes | Yes | Yes | Yes | Yes |
Read the full comparison
| Option | How a run begins | Good at | Keep in mind |
|---|---|---|---|
| Letaido AI agent | Every hour, or when you type a request | Personal intros for new leads, campaign texts to opted-in members, replies saved as Salesforce tasks, and missed calls turned into callback tasks for owners | Runs hourly or on request, not when a lead is saved. Twilio bills your account per text, and a Twilio trial can't send these texts |
| Twilio for Salesforce (AppExchange app) | A rep in the SMS component, a campaign send, or an automated Salesforce process such as a Flow | One to one texting from contact and lead pages, an SMS inbox, texts to the leads and contacts in a campaign, and messages linked to the contact, lead or account | $15 per seat per month plus Twilio's texting costs. Enterprise and Unlimited editions only, and it's a public beta. Texts only: its components don't handle calls. List views need custom Apex |
| Service Cloud Voice with Twilio | A call coming in or a rep placing one | Service reps making and receiving calls inside Salesforce, with Twilio routing, IVR and transcription | A contact center setup for Service Cloud Voice, in public beta. It's for calls, not texts. Twilio's announcement covers making and receiving calls, not callback tasks for missed calls |
| Zapier | A finished Twilio call or a Salesforce outbound message starts a Zap at once. New texts, new leads and new records are found on a polling check | One set text per new lead, contact or campaign member, plus Find Record and Create Record steps to put Twilio texts and calls on Salesforce records | Salesforce is a Premium app, so it requires a paid Zapier plan. Polling intervals depend on your plan |
Twilio and Salesforce: the old way vs. Letaido
- 1Check Salesforce for new leads
- 2Copy each mobile number
- 3Write and send the text in Twilio
- 4Log the text as a task on the lead
Every hour, find Salesforce leads created in the previous full clock hour (for example 1:00 to 2:00 PM on the 2:00 PM run) that have SMS Opt In (SMS_Opt_In__c) ticked and a mobile phone. Text each one a short intro from our Twilio number +14155550100 with their first name and their lead owner's first name, asking when suits them for a quick call. Then log the text on the lead as a completed task with Twilio's answer.
Task: Text: intro
Status: Completed
The intro text queued for Theo, and the completed task on his Salesforce lead
How Twilio and Salesforce jobs start
On a schedule
Saved as an automation, like these jobs: every hour. Neither app sends events to Letaido.
When you ask
Ask in chat; Leta picks from 115 actions.
How to set up the Twilio Salesforce integration
-
1Paste a Twilio API key
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2Connect with Salesforce after a one time admin setup
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3Approve the first Twilio and Salesforce run
Allow all read operations once per app; approve each kind of write once.
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4Check the first result in chat
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5Pick a schedule
Every Twilio and Salesforce action the agent can take
Twilio
9 groups: 30 reads, 18 writes
- Send messages
- Verify identities and send OTPs
- Manage addresses
- 6 more
List usage triggers · Search available numbers · Delete application · List short codes
Salesforce
12 groups: 42 reads, 25 writes
- Read and query records
- Create, update, and delete records
- Explore org schema and metadata
- 9 more
List approval processes · Delete records · Run report · API request
Frequently asked
Does Salesforce integrate with Twilio? +
Yes. Twilio's own Twilio for Salesforce app adds texting inside Salesforce, and Service Cloud Voice can use Twilio for calls. With Letaido, Leta works from your own Twilio number: it texts new leads and campaign members, and puts text replies and missed calls on the right Salesforce record.
How do I connect Salesforce and Twilio to Letaido? +
Add your Twilio API key in Letaido and connect Salesforce, which needs a one time admin setup first. After that, type the job you want, or start from one of the jobs above.
Can it text a lead the moment they're created in Salesforce? +
No. Neither Salesforce nor Twilio sends events to Letaido. The intro text job checks every hour for leads created during the last full hour, from 1:00 to 2:00 PM on the 2:00 PM run, so no lead is picked up twice by the schedule.
Do Twilio text replies and missed calls show up in Salesforce? +
Yes. Every hour, each text sent to your Twilio number becomes a completed task on the matching contact or lead. Calls nobody picked up become high priority callback tasks for the record owner, unless one is already open. Numbers with no matching record are listed for you.
What happens when someone replies STOP to a text? +
The texting jobs only text leads and contacts with a checkbox field named SMS Opt In (SMS_Opt_In__c) ticked, so create it in Salesforce first. When someone replies STOP, Leta unticks that field on their record, and Twilio refuses later texts to that number.
What does texting through Twilio cost? +
Twilio charges your account for every text, per segment. Before texting US numbers from a local number, register it for A2P 10DLC. Twilio trial accounts only send predefined templates to verified numbers, so upgrade your Twilio account first.
How is it different from Twilio for Salesforce? +
Twilio for Salesforce is a per seat app for Enterprise and Unlimited editions that adds an SMS inbox and texting from records, and it handles texts only. Leta works from chat or a schedule, writes each lead's intro, and also turns missed calls to your Twilio number into callback tasks.
Put Twilio and Salesforce to work today
Connect Twilio and Salesforce, then ask for a job like "Text new Salesforce leads a quick intro every hour". Leta gets it done on your schedule, or the moment you ask.
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