Salesforce + Telnyx

Send Telnyx SMS alerts for new Salesforce leads

Sometimes you and/or your colleagues need to know when a new lead is added to a Salesforce account. Use this Zapier template to monitor your Salesforce account and generate an SMS notification via Telnyx whenever a new lead is added. The notification can be sent to multiple phone numbers.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Send SMS
Send an SMS message to a phone number.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Application NameRequired
Trigger
Instant
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- Fax Application NameRequired
- Webhook Event Failover Url
Trigger
Instant
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- Application NameRequired
- Webhook Failover Url
Trigger
Instant
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- Call Control IdRequired
- Audio URLRequired
- Stop
- Overlay
- Loop
Action
Write
- Source Number (+E.164 Format) Example: +14005550000Required
- Destination Number (+E.164 Format) Example: +13005550000Required
- Message ContentRequired
Action
Write
- FromRequired
- ToRequired
- TextRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Phone Number
Triggers on a new order of a phone number
Trigger
Polling
Try It
- Application NameRequired
Trigger
Instant
Try It
- Application NameRequired
- Webhook Failover
Trigger
Instant
Try It
- Connection IdRequired
- Source NumberRequired
- Destination Number (+E.164 Format) Example: +13005550000Required
- From Display Name
Action
Write
- Source Number (+E.164 Format) Example: +14005550000Required
- Destination Number (+E.164 Format) Example: +13005550000Required
- Connection IdRequired
- PDF UrlRequired
- T.38 Enabled
Action
Write
- From Number (+E.164 Format) Example: +14005550000Required
- To Number (+E.164 Format) Example: +1333555000Required
- Media URLRequired
- Subject Line
- Text
Action
Write
- Call Control IdRequired
- Speaking VoiceRequired
- LanguageRequired
- TextRequired
- Stop
Action
Write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Telnyx

Telnyx is a full-featured global communications platform with an SMS API built for reliable, enterprise-grade messaging on a secure network.

Related categories

Phone & SMS

Salesforce + Telnyx

Send Telnyx SMS alerts for new Salesforce leads

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Get Record Attachments

Find or Create Record by Query

New Recording

Receive a Fax

Message Status Updated

Play Audio

Send SMS

Send Short Code SMS

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record

New Phone Number

Receive a Call

Receive a Message

Dial a Number

Send a Fax

Send MMS

Speak Text

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Telnyx

Related categories