Connect Salesforce and SimpleTexting

What Is Salesforce?

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.

Popular Ways to Integrate Salesforce and SimpleTexting

Create automated processes that cut back on busy work and save you time. Here are some ideas to get you started.

Add new Salesforce leads to a SimpleTexting list

Send targeted, personalized text message campaigns to your prospects by segmenting your lists based on their Salesforce activity.

Create or update a Salesforce record with a new incoming message

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.

Send SMS or MMS messages to new Salesforce records

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.

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What Else Can You Do With Salesforce SMS?

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

How Do I Get Started?

A few minutes now can save you hours later. Here’s how to connect the two apps in just a few easy steps.

Sign up for a Zapier account. Get started with a free forever plan and 100 tasks per month.
Authenticate your Salesforce and SimpleTexting accounts. Log in to Zapier. Visit Connected accounts, then search for the two apps.
Select your trigger. What event do you want to launch your automation?
Select your action. What do you want to happen when the event takes place?
Done! Now the tedious stuff will be taken care of so you can focus on the big picture.

Need more guidance? Visit our help center for step-by-step articles and videos.

Salesforce SMS FAQs

Can Salesforce send SMS?

The Salesforce platform itself cannot send SMS, however, with an integrated business texting platform such as SimpleTexting, you can send messages based on your Salesforce activity.

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How do I set up SMS in Salesforce?

To get set up, you’ll need a Zapier account, a Salesforce account and a SimpleTexting account. Once you’re authenticated, you can select your triggers to begin the automation. For more information, use the steps above or visit our help center.

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Does Salesforce have SMS marketing?

With a Salesforce and SimpleTexting integration, you can market directly to your Salesforce records through your virtual phone number. Salesforce alone is not text enabled.

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