Integrate Twilio with Salesforce Pardot

About Twilio

Twilio offers scalable, cloud-based communications for web and mobile apps. This includes the ability for companies to call, SMS, chat, or video conference without having to create a communications infrastructure on their own. Further, Twilio can track tasks, evaluate worker performance and availability, and gather event data that can be used to create historical analytics reports.

About Salesforce Pardot

With Pardot B2B marketing automation by Salesforce, businesses can streamline and simplify their marketing automations. This allows them to improve their overall business efficiency and long-term strategies, aligning their sales and marketing teams, generating better leads, improving their email marketing, and more.

Popular Use Cases

Bring all your Twilio data to Amazon Redshift

Load your Twilio data to Google BigQuery

ETL all your Twilio data to Snowflake

Move your Twilio data to MySQL

Bring all your Salesforce Pardot data to Amazon Redshift

Load your Salesforce Pardot data to Google BigQuery

ETL all your Salesforce Pardot data to Snowflake

Move your Salesforce Pardot data to MySQL

Integrate Twilio With Salesforce Pardot Today

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Twilio's End Points

Twilio Tasks

Retrieve data about Twilio tasks that are part of your team’s workflow and filter those tasks using an array of fields including priority, assignment status and name. This data can be gathered from within Twilio or integrated from external sources and added to Twilio’s workflow.

Twilio Events

Track each workspace event that occurs, including things like the creation of a new Twilio task, a worker being assigned to a task or a change in a worker’s activity status. You can use this data to both generate current analytics and store historical record data for future use.

Twilio Workers

Get data about your workers, including their activity, availability and relevant skills. This will help you both assign your workers the tasks that are most suited to their skill sets and ensure that those tasks are only assigned when workers are ready to tackle them.

Twilio Activities

Monitor a worker’s Twilio activity status and use it to determine whether or not to assign an open task to a specific worker.

Salesforce Pardot's End Points

Salesforce Pardot Accounts

Create an account for any business or person that it may be useful to track. Then, use that account number to integrate and track any other important information associated with that account holder.

Salesforce Pardot Campaigns

Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.

Salesforce Pardot Forms

Fully control and streamline your forms. This will help you send the right communication to the right people at the right time.

Salesforce Pardot Opportunities

Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to Salesforce Pardot leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.

Salesforce Pardot Lifecycle History

Track a prospect’s lifecycle history, including their current lifecycle stage, the ID of the stage they will be in next, the time it was created, and more. Use this data to understand your conversions, customer retention rates, and more.

Salesforce Pardot Lists

Control, track, and edit your lists, including list name, description, last time it was updated, and more. This can help with segmentation, targeting, and long-term customer retention.

Salesforce Pardot Tags

Search for Salesforce Pardot tags, get a list of recently tagged media, or retrieve information about a tag object. Then use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.

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