Integrate Salesforce with SimpleTexting

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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.

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
• Create or update a Salesforce record with a new incoming message
• Send SMS or MMS messages to new Salesforce records

What Else Can You Do?

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.

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.

1. Sign up for a Zapier account. Get started with a free forever plan and 100 tasks per month.
2. Authenticate your Salesforce and SimpleTexting accounts. Log in to Zapier. Visit Connected accounts, then search for the two apps.
3. Select your trigger. What event do you want to launch your automation?
4. Select your action. What do you want to happen when the event takes place?
5. 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.

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