Salesforce is the world’s most trusted customer relationship management (CRM) platform. They help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
When you integrate Salesforce with a text messaging service like SimpleTexting, you will automate your workflows based on your Salesforce activity. For example, you could reach out to new leads, increase your response times with automatic messaging and create separate audience lists based on your Salesforce records.
Create automated processes that cut back on busy work and save you time. Here are some ideas to get you started.
Send targeted, personalized text message campaigns to your prospects by segmenting your lists based on their Salesforce activity.
Use messages sent to and from your SimpleTexting account to trigger new activity in Salesforce. Send out additional information, remove contacts from your lists and move prospects down the funnel according to their responses.
People don’t like to wait around. Automate your outreach and increase conversions with automatic messaging and responses, so you know your Salesforce records have heard from you immediately.
Thousands of stores use our Salesforce-SimpleTexting integration to automate their workflows. Below are some of the most common triggers and actions. Want to see a full list? Visit Zapier.
|When this happens in Salesforce…||Do this in SimpleTexting…|
|New Outbound Message||Send SMS Message|
|New Record||Send MMS Message|
|Updated Field On Record||Add Contact|
|Updated Record||Remove Contact|
A few minutes now can save you hours later. Here’s how to connect the two apps in just a few easy steps.
Need more guidance? Visit our help center for step-by-step articles and videos.
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