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Automate Leads with Salesforce, OpenAI and Twilio Integrations
Discover the synergy of Salesforce, OpenAI and Twilio integrations with UiPath for comprehensive business automation. Automate lead engagement effortlessly by deploying OpenAI-generated SMS messages through Twilio when new leads enter Salesforce. This unified approach enhances operational efficiency, reduces manual efforts, and ensures a seamless workflow. Embrace the power of intelligent integration with UiPath for a streamlined, future-ready business landscape.
Integration Connectors
Connectors are used to integrate with third-party services. You can enable or disable connectors as needed.
OpenAI
A connector for the OpenAI API that allows users to make requests and get completions using Large Language Models (LLM) and other models supported by OpenAI.
Salesforce
Salesforce is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more.
Twilio
Twilio allows software developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions using its web service APIs. Twilio Messaging is used to send and receive SMS, MMS, OTT messages globally.
Explore Studio Web templates
Quickly start in Studio Web as your Web based automation canvas and build and test Cross-platform automations across online apps and services.
| Template | Apps | Used in | ||
|---|---|---|---|---|
 | Customer onboarding with Salesforce and ServiceNow using OpenAI When an opportunity is won in Salesforce, create an onboarding ticket in ServiceNow and inform the team over Slack. |    | <100 automations | |
| Customer onboarding with Salesforce and ServiceNow using Azure OpenAI When an opportunity is won in Salesforce, create an onboarding ticket in ServiceNow and inform the team over Slack with a summary generated in Azure OpenAI. | | <100 automations | |
| Send an SMS message via Twilio when a new Lead is created in Salesforce Send an AI generated SMS message via Twilio to a new Lead when it's created in Salesforce. |   | <100 automations | |
| Extract new lead information from an Outlook email and add it in Salesforce When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry. |  | <100 automations | |
| Notify owner via Slack when a Salesforce case is assigned When a Salesforce case is assigned, notify the owner via Slack. | | <100 automations | |
| Notify me on Slack when a Salesforce lead is created Post Slack notifications when a lead is created in Salesforce with additional information. | | <100 automations | |
| Extract new lead information from a Gmail email and add it in Salesforce When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry. |  | <100 automations | |
| Notify channel on Microsoft Teams when a new Lead is created in Salesforce Every time a new lead gets created in Salesforce, send a Teams message to a channel with the lead name and company name |  | <100 automations |
Start from activities and triggers
Experience a quick start with Studio Web's activities and triggers to expedite your automation time-to-value.
Email Received
Email Received
Lead Created
Explore Studio Desktop listings
Tap into Studio's ecosystem for diverse activities, powering use cases from data extraction to IT automation, all within your desktop application.
| Listing | Apps | Downloads | ||
|---|---|---|---|---|
 | Activities Pack for Salesforce Set of custom activities that integrates with Salesforce PROD & SANDBOX Instances. | | 35594 | |
| Salesforce Activities A set of activities for Japanese clients, which make Salesforce Sales Cloud automation to be stable, safe and fast. | | 11857 | |
| OpenAI The OpenAI Connector enables users to interact with OpenAI models including those that power ChatGPT directly in their automations. | | 6607 | |
| Salesforce Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API. | | 4714 | |
| Salesforce Activities Extension Package A set of 130 Activities and 5 wizards that allow you to do a very fast implementation for the Salesforce Lightning Platform. | | 3715 | |
| Salesforce Marketing Cloud Activities 30 Activities and 3 wizards that allow you to do a very fast implementation for Salesforce Marketing Cloud. For this activity you have multiple movies on YouTube. | | 2218 | |
| Twilio Official UiPath activities for integration with Twilio. | 113 | ||
| Novigo Solutions-Twilio SendGrid Email Activities This activity pack enables you to send emails by integrating with Twilio SendGrid EMail API | | <100 |
Explore Collections to get inspired
Don't know where to start from? Dive into our curated collections. They're your stepping stones to innovative automation projects.
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
Elevate your UiPath projects, and unlock unparalleled efficiency, scalability, and security. From building intelligent bots to automating document processing and performing advanced text analysis, to
Discover the power of AI in breaking down language barriers, streamlining repetitive tasks, and automating data extraction.
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