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Connect Salesforce to Twilio SendGrid

Build an AI agent that works across Salesforce and Twilio SendGrid, on a schedule or when you click Run.

24 source actions
24 target actions
Reverse direction supported

Why Connect Salesforce & Twilio SendGrid?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Twilio SendGrid action

Then it uses one of 24 documented actions, such as Add Email to Global Suppression, Add or Update Contact, Create Contact List.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Twilio SendGrid logo

Twilio SendGrid

Triggers (2)

New Contact

Emit new event when a new contact is created

polling
New Events (Instant)

Emit new event when any of the specified SendGrid events is received

webhook

Actions (24)

Add Email to Global Suppression

Allows you to add one or more email addresses to the global suppressions group. See the docs here

Add or Update Contact

Adds or updates a contact. See the docs here

Create Contact List

Allows you to create a new contact list. See the docs here

Create Send

Create a single send. See the docs here

Delete Blocks

Allows you to delete all email addresses on your blocks list. See the docs here

Delete Bounces

Allows you to delete all emails on your bounces list. See the docs here

Delete Contacts

Allows you to delete one or more contacts. See the docs here

Delete Global Suppression

Allows you to remove an email address from the global suppressions group. See the docs here

Delete List

Allows you to delete a specific contact list. See the docs here

Get a Block

Gets a specific block. See the docs here

Get A Global Suppression

Gets a global suppression. See the docs here

Get All Bounces

Allows you to get all of your bounces. See the docs here

Get Contact Lists

Allows you to get details of your contact lists. See the docs here

List ASM Group ID Options

Retrieves available options for the ASM Group ID field.

List ASM Groups to Display Options

Retrieves available options for the ASM Groups to Display field.

List Blocks

Allows you to list all email addresses that are currently on your blocks list. See the docs here

List Categories Options

Retrieves available options for the Categories field.

List Design Id Options

Retrieves available options for the Design Id field.

List Email Options

Retrieves available options for the Email field.

List Email Options

Retrieves available options for the Email field.

List Emails Options

Retrieves available options for the Emails field.

List Emails Options

Retrieves available options for the Emails field.

List From Email Options

Retrieves available options for the From Email field.

List Global Suppressions

Allows you to get a list of all email address that are globally suppressed. See the docs here

Integration Features

24 documented Salesforce actions
24 documented Twilio SendGrid actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Twilio SendGrid to Salesforce direction

Capability Examples

Salesforce trigger → Twilio SendGrid action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Twilio SendGridTwilio SendGrid

Add Email to Global Suppression

Twilio SendGrid trigger → Salesforce action

Reverse direction
Twilio SendGridTwilio SendGrid

New Contact

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Twilio SendGrid accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Twilio SendGrid

3

Choose an Action

Select the documented Twilio SendGrid operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 24 documented Twilio SendGrid actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Twilio SendGrid actions it needs.

Your Own Accounts

You connect your own Salesforce and Twilio SendGrid accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Twilio SendGrid logoSalesforce logo

Reverse Integration Available

Also connect Twilio SendGrid to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
Twilio SendGrid logo

All Twilio SendGrid Integrations

Explore all available Twilio SendGrid connections

View All Integrations

Ready to Connect Salesforce & Twilio SendGrid?

Build this agent in Mazaal AI and test it on your ownSalesforce and Twilio SendGrid data.

Start building

Rather not build it yourself? We set up one Salesforce to Twilio SendGrid agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod