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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.
連携コネクタ
コネクタは、サードパーティのサービスとの連携に使用されます。必要に応じて有効化または無効化できます。
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.
Studio Web テンプレートを見る
Web ベースの自動化キャンバス「Studio Web」で、さまざまなオンライン アプリやサービスを自動化するクロスプラットフォーム オートメーションを構築・テストできます。
| テンプレート | アプリ | 使用中のオートメーション | ||
|---|---|---|---|---|
 | 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| Notify owner via Slack when a Salesforce case is assigned When a Salesforce case is assigned, notify the owner via Slack. | | <100 オートメーション | |
| Notify me on Slack when a Salesforce lead is created Post Slack notifications when a lead is created in Salesforce with additional information. | | <100 オートメーション | |
| 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 オートメーション |
アクティビティやトリガーを使用する
Studio Web のアクティビティとトリガーを活用して素早く開始し、自動化のタイム トゥ バリューを短縮できます。
Email Received
Email Received
Lead Created
デスクトップ版 Studio のコンポーネントを見る
Studio のエコシステムを活用して、多種多様なアクティビティを利用できます。データ抽出から IT オートメーションまで、幅広い自動化のユース ケースをデスクトップ アプリケーションから実現できます。
| コンポーネント | アプリ | ダウンロード数 | ||
|---|---|---|---|---|
 | Activities Pack for Salesforce Set of custom activities that integrates with Salesforce PROD & SANDBOX Instances. | | 35597 | |
| Salesforce Activities A set of activities for Japanese clients, which make Salesforce Sales Cloud automation to be stable, safe and fast. | | 11860 | |
| OpenAI The OpenAI Connector enables users to interact with OpenAI models including those that power ChatGPT directly in their automations. | | 7017 | |
| Salesforce Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API. | 4734 | ||
| 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. | | 3721 | |
| 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. | | 2219 | |
| Twilio Official UiPath activities for integration with Twilio. | 118 | ||
| Novigo Solutions-Twilio SendGrid Email Activities This activity pack enables you to send emails by integrating with Twilio SendGrid EMail API | | <100 |
コレクションを見てインスピレーションを得る
迷ったら、まずはキュレーションされたコレクションを見てみましょう。革新的な自動化プロジェクトへの足がかりとなるはずです。
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
Discover the power of AI in breaking down language barriers, streamlining repetitive tasks, and automating data extraction.
UiPath プロジェクトを強化し、比類のない効率、拡張性、セキュリティを解放します。インテリジェントなボットの構築から文書処理の自動化、高度なテキスト分析の実行、自然言語処理と生成の組み込みまで、自動化への取り組みに革命をもたらし、生産性を向上させます。
類似のアプリ
同じカテゴリ内のよく似たアプリケーションをチェックして、幅広い自動化の可能性を探りましょう。
