Twilio + Salesforce integrationText from the Salesforce record through your own Twilio numbers
Twilio has no ready-made Salesforce app. It connects through its API. We wire your Twilio account to our own Send SMS widget, so reps text from the record, replies come back to it, and every message stays with the lead.
- Send texts from Salesforce through Twilio
- Replies matched back to the right record
- Templates, a segment counter and Send Later on the record
900+ integrations completed · Salesforce partner · We sign BAAs
- • Inbound texts
- • Opt-outs
- • Text history
- • Outbound text
- • Sending number
- • Scheduled texts
Twilio texts that never reach the CRM
Twilio sends and receives texts, but on its own it does not know your leads. Without a connection, conversations sit in Twilio logs where reps cannot see them and managers cannot report on them.
What it does
What the Twilio + Salesforce integration handles
Send SMS from the record
Our widget on the lead or opportunity sends through your Twilio numbers, with the phone picker, a custom number and a segment counter.
Replies on the record
Inbound texts come in through Twilio webhooks and land on the matching lead or contact, with an alert to the owner.
Templates
Shared templates for the team and personal ones for each rep, picked in one click.
Send later
Schedule a text for a date and time, straight from the record.
Sending number rules
Rules decide which Twilio number each text goes out from, such as by rep, team or location.
Opt-in checked
The widget checks the opt-in field on the record before it sends, and opt-outs update the record.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Twilio to Salesforce.
AimingThe real thing
See it in Salesforce
Our Send SMS widget from a live Salesforce build, wired to Twilio. Every name and number is replaced with sample data.
- 1Send SMS on the record
Sending number, the phone to text, a custom number, templates, a character and segment counter, Send Now or Send Later, and the SMS history below.
- 2Templates in one click
Shared templates for the whole team and personal templates for each rep.
- 3Send later
Pick a date and time, and the text goes out on schedule.
Data that flows
Twilio + Salesforce integration: both directions, field by field
- Outbound textSent from the widget on the record
- Sending numberPicked by your rules
- Scheduled textsSent at the date and time the rep set
- Inbound textsMatched to the lead or contact by phone number
- Opt-outsRecorded on the record so no more texts go out
- Text historyShown on the lead or opportunity
See your own Twilio + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Twilio + Salesforce integration: the hard parts, already solved
Texts from unknown numbers
An inbound text with no matching record can create a new lead or go to a list for your team to review.
Phone fields that change
The widget picks up every phone field on the record and refreshes when one is updated.
More than one text
The segment counter shows how many messages a long text will be split into before it is sent.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Twilio + Salesforce integration goes live
- 1
Free call
We look at how your team texts today, the platform you use, and what reps need to see in Salesforce.
- 2
Mapping
Which records texts land on, which numbers send, which templates reps get, and how opt-in is recorded.
- 3
Build and test
Built in a sandbox and tested with real texts in and out before your team relies on it.
- 4
Go live
Deployed to production, reps trained, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Twilio + Salesforce integration is for
- Teams with Twilio numbers that work in Salesforce
- Reps who want to text without leaving the record
- Managers who need every text on the lead for follow-up and reporting
Twilio + Salesforce integration FAQ
How do Twilio and Salesforce connect?
Through the Twilio API. Outbound texts go from our Send SMS widget on the record, and inbound texts come back through Twilio webhooks.
Do we keep our Twilio numbers?
Yes. Texts go out through your own Twilio account and numbers.
Where are our Twilio credentials kept?
Stored securely, never exposed to the browser.
Can you add more, like alerts or reports?
Yes. Salesforce can be changed in any way, so we build the flows, fields and reports your team needs around the texting.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.