One campaign across SMS, email and messenger, straight from your CRM

The scenario pulls the campaign members from Salesforce, AI writes each a personal message, and it goes out through the channel they prefer.

  • Pulls campaign members from Salesforce
  • AI writes the text for each person
  • SMS and messenger via Plivo, email via SendGrid
  • Every send is logged
Salesforce
Set it up for yourselfScriptera

How it works

To connect Plivo and SendGrid, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule Trigger
  2. Then: Fetch Campaign
  3. Then: Fetch Campaign Members
  4. Then: OpenAI
  5. Check: Communication Method Switch
  6. If yes: Send SMS
  7. Then: HTTP Request
  8. If no: Send Email
  9. If no: Send Whatsapp

You can launch this Plivo + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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