Salesforce

Engage with conversational messaging and use SMS automations to convert leads faster, all without switching platforms.

Salesforce automated SMS integration

  • Single customer view with message activity on contact records
  • Create efficiencies with a personalized templates library
  • Connect in real-time using two-way SMS & WhatsApp in Salesforce
  • Drive conversions with less effort using automated SMS in Flows
  • Keep on top of conversations with pop-up notifications in Salesforce
  • Operate with agility using SMS keywords to create leads and update records
  • Send targeted campaigns with segments from Salesforce lists or reports 

Easily connect with your customers via automated SMS – and do it all directly from Salesforce. 

Our native integration is built right into Salesforce, allowing you to start sending personalized messages within minutes of setup. Have a single view of your customer with messaging activity on contact records – your data in one place. Reduce workload and deliver timely communications with automated SMS in Salesforce Flows.  

Whether you’re running nurture campaigns or sending appointment reminders, our integration provides a holistic view of your customer data while enabling real-time engagement directly from your Salesforce environment.

How businesses leverage automated SMS capabilities in Salesforce

Sales & Lead Nurturing

Convert prospects with timely automated SMS communications integrated directly into your Salesforce Flows. Build personalized campaigns and respond to leads in real-time.

Appointment Management

Reduce no-shows and manage cancellations efficiently with automated SMS reminders for upcoming appointments and events sent directly from Salesforce.

Marketing Campaigns

Create and send bulk SMS campaigns with personalized templates and manage responses with conversational messaging, all within your familiar Salesforce interface.

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