Salesforce
Salesforce is an enterprise CRM for sales, marketing, and customer success teams.
Website
Industry
CRM
Share this article:

How to connect Salesforce to Twilio

Here is how to connect salesforce to twilio

  1. First click in the search bar at the top of the AppExchange page
  2. Enter "twilio" in the search bar
  3. Click on the "twilio" search suggestion
  4. Click on the "Twilio Flex CTI connector" listing in the search results
  5. Click the "Try It Free" button in the app details page
  6. Click on "Try in your sandbox" option in the trial type selection screen
  7. Click the "Continue to Installation" button
  8. Click the "Log In & Install" button on the confirmation screen
  9. Click the "Use Custom Domain" link on the login page
  10. Enter your custom domain in the input field
  11. Click the "Continue" button on the custom domain page
  12. After choosing an installation method click the "Install" button on the final installation screen
  13. Select the checkbox to grant access to third-party websites
  14. Click the "Continue" button to approve third-party access

Create your own interactive guide with Guideflow

Why should you connect Salesforce to Twilio

Salesforce is a powerful customer relationship management (CRM) platform designed to streamline business processes and boost productivity.

Connecting Salesforce to Twilio enhances communication capabilities by integrating robust text messaging and calling features directly into the CRM.

This integration allows businesses to engage clients more effectively, automate reminders, and track interactions seamlessly within Salesforce.

By integrating Twilio, organizations can improve customer engagement and ensure that communications are timely and relevant.

Last update
February 24, 2026
Cursor MariaA cursor points to a button labeled "James."

Create your first demo in less than 30 seconds.