Flow Designer template: Salesforce new lead to Twilio

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When a new lead is created, send an SMS message to that lead with Twilio

This template is great for sales teams. When you qualify a contact, a new lead is created. The best way to put forth a good impression is to follow up promptly. But when there are many leads, managing communication is difficult.

This template will send a welcome message to a new lead’s mobile phone number whenever one is created.

Use this template for:

  • Following up with a new lead after a meeting.
  • Sending promotional offers to new leads.

What you need

  • A Salesforce account
  • A Twilio account

How you set it up

  • Import the template.
  • Enter your Salesforce and Twilio credentials.
  • Customize your Twilio message.
  • When you enter phone numbers in Salesforce, be sure to enter it in this format: β€œ+15555555555”.

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Open flow
TypeTemplate
OrganizationMuleSoft
Created byMuleSoft Organization
Published onApr 2, 2020
Asset overview

Asset versions for 1.1.x

VersionRuntime versionActions
1.1.14.1.5
1.1.04.1.5

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