Twitter
Salesforce
ifttt

An automated workflow using ifttt

Connects Twitter + Salesforce

If you post to twitter duplicate and post to your Salesforce site

About this workflow template

This automation scenario allows you to connect Twitter and Salesforce

It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Twitter and Salesforce can also be integrated using automation tools other than ifttt:

How it works?

When this trigger fires in Twitter

Twitter

New tweet by you in Twitter

This Trigger fires every time you post a new tweet.

Then this action happens in Salesforce

Salesforce

Post Chatter link in Salesforce

This Action will post a link on Chatter.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to If you post to twitter duplicate and post to your Salesforce site.

Part I

Configure Applications

First, we need to connect Twitter and Salesforce to IFTTT.

  • Create IFTTT account.

    Create IFTTT account.

    Create IFTTT account if you don't have one.

  • Connect Twitter to IFTTT.

    Connect Twitter to IFTTT.

    Give IFTTT access to your Twitter account, using Twitter credentials.

  • Connect Salesforce to IFTTT.

    Connect Salesforce to IFTTT.

    Give IFTTT access to your Salesforce account, using Salesforce credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.

  • Set up a Trigger action for Twitter

    Set up a Trigger action for Twitter

    Choose the following trigger: New tweet by you (This Trigger fires every time you post a new tweet.).

  • Then set up an Action for Salesforce

    Choose this action: Post Chatter link (This Action will post a link on Chatter.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Twitter and Salesforce.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will If you post to twitter duplicate and post to your Salesforce site!

Supported triggers and actions

  • Twitter

    Search tweets

    Triggers when there is a new tweet matching your search term

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    triggerbyautomateiopipedream
  • Twitter

    Search mention

    Triggers when any user creates a new Tweet that contains a specific search term (like a word, phrase, username or hashtag).

    zapier
    triggerbyzapier
  • Twitter

    New tweet by you

    This Trigger fires every time you post a new tweet.

    ifttt
    triggerbyifttt
  • Twitter

    New tweet by a specific user

    This Trigger fires every time the Twitter user you specify tweets.

    ifttt
    triggerbyifttt
  • Twitter

    New follower

    Triggers when a user of your choosing gets a new follower.

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    triggerbyzapieriftttautomateiopabbly-connect
  • Twitter

    New tweet from search

    This Trigger fires every time a new tweet matches your search query. Limited to 10 tweets per check, and protected tweets will not be returned.

    ifttt
    triggerbyifttt
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

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    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Twitter

Twitter

Social Networks

A real-time social networking platform for connecting and engaging with people

Twitter, the real-time social network, lets you share ideas, follow trends, and join conversations worldwide. Stay connected with short messages called "tweets" and engage with a diverse community.

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.

IFTTT

IFTTT

Automation Platforms

An automation service with a simple formula - IF This Then That

IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.