Send text messages to newly created leads

When a new lead is created in Salesforce, automatically send a welcome SMS via Twilio to establish immediate contact.

Try:

See all Salesforce + Twilio integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Twilio Explore Twilio →

Triggers

New inbound SMS

Fires when a new text message is received in Twilio.

New call

Fires when a new call comes in or out through Twilio.

Missed call

Fires when a call is missed in Twilio.

Call recording ready

Fires when a call recording finishes processing in Twilio.

Actions

Send an SMS or MMS

Sends a text message through Twilio.

Place an outbound call

Starts an outbound call via Twilio.

Create or update a contact

Creates or updates a contact in Twilio.

Send a voice message

Sends a recorded voice message via Twilio.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Twilio, automatically log the activity on the contact's record in Salesforce. See details

Dispatch text confirmations on won deals When a deal is won in Salesforce, send an automated SMS via Twilio to confirm details with the client. See details

See all Salesforce + Twilio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Salesforce and Twilio?

Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and Twilio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Salesforce and Twilio help track phone communications?

Inbound calls, text messages, and missed calls handled in Twilio can automatically log activities or update lead profiles directly inside Salesforce.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Salesforce can prompt Twilio to send an automated SMS confirmation or message to the client.