When an opportunity is updated, send an SMS message with Twilio
This template is great for account executives. As an AE, you must track all changes to an opportunity, including updates from pre-sales specialists and account development reps.
With this template, whenever one of those parties updates a specific Salesforce opportunity that you designate, you will receive an SMS notification with a link back to that opportunity’s detail page in Salesforce.
Use this template to stay on top of all changes to your opportunities.
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.
- In the Choice component, change the name of the opportunity you want to track from “Mythical” to your opportunity.
- In the “To” section of the payload in Twilio, change the phone number from “+15555555555” to your phone number. Be sure to keep the same format.
- In the “From” section of the payload in Twilio, add the phone number provided by Twilio.