Flow Designer template: Salesforce new lead to Twilio

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: “+15555555555”.