Salesforce and Twake automations

Ready-made scenarios where Salesforce and Twake work for you: pick one — a copy appears in your account and runs on its own.

136 scenarios

CRM contacts pushed into ad audiences
CRM changes announced in your messenger
New deals announced to your team
Ad leads delivered to your messenger
New Salesforce tasks ping you in Twake
Push Salesforce leads into Twake audiences
Salesforce people feed your Twake audiences
Contacts from Salesforce into Twake audiences
New Salesforce contacts — into Twake audiences
Completed Salesforce tasks — posted to Twake
Unassigned support tickets — as a list in Twake
Incident alerts — to everyone, everywhere at once
A booked meeting — a CRM task and a reminder
Email validation for new CRM contacts
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
High-priority tickets alert every channel at once
Support tickets — as a thread in your team chat
Auto-cleanup of old files in cloud storage — with notifications
New deals routed automatically — to the team, table, and slides
Instant alerts for urgent events from your apps
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
Automatic bug triage: priority, ticket, team alert
Meeting notes turned into tasks and a summary
New bugs — straight to the right team
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Early churn-risk detection from Zendesk tickets
Which channel brings deals — a per-source breakdown in Twake
Unpaid-invoice control: task and email — on their own
A morning task plan from Salesforce to Twake
Inbound leads scored, with alerts and draft replies for the hot ones
Onboarding a hire from a form: chats, a task and access
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
New-lead handling: CRM entry, team alert and reminder
An idea from your notes into a ready plan to approve
Pre-release readiness checks — on autopilot
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
A morning briefing of today's tasks in your chat
Site status alerts with a screenshot — to your messenger
Stalled deals bring themselves back to life
Instant calling and booking of new ad leads
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Compare each proposal against your winners and find the gaps
Contract renewal reminders: an email to the client, a task for the rep
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
A support ticket digest — every morning
Daily scenario backups to a code store
Smart lead routing to reps — instant, with no manual assignment
Stock sentiment from social media — into tasks and alerts
A daily access check: two-factor and stale keys
Capture and route leads from every channel
Critical bugs from testing escalated straight to tickets and engineering chat
Post drafts from your meetings — automatically
Meeting attendance: a log, the late list and a summary in your chat
Client renewal reminders — ahead of time
Release notes, a QA task and team alerts — straight from a version tag
Twice-daily double backup of your scenarios
Error-log watch with automatic tickets
Ticket triage and escalation with response-time control
Re-engage stalled leads with a ready-made email
A daily numbers summary — to chat and email
Automatic follow-ups on stalled deals
Jira epic health tracking with risk alerts
Failed-login detection with tickets and alerts
Collect client reviews and summarize them to chat automatically
A client deck built from a call recording — automatically
Release notes from closed tasks — into oneC and Twake on their own
A daily launch digest — with a task for each notable one
Onboarding task quality checks, automatic and scored
Turn website chat into qualified leads in your CRM
Data-quality watch that alerts only on real issues
Score event RSVPs and route them to sales
Cross-tool task dependencies, reconciled every night
A sales leaderboard with a personal word to the team — automatically
Weekly documentation and backup of your scenarios
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
A daily backup of your scenarios — to Salesforce
Catch churning customers early: record updated, task created, team alerted
Incident response — ticket, alert, and report in seconds
Re-engaging quiet clients — weekly, without manual tracking
All support tickets in one live spreadsheet
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Turn security-scanner findings into tasks — no duplicates