How to connect Salesforce to Twilio

Here is how to connect salesforce to twilio

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

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 updateFebruary 25, 2026