TextSpot
Salesforce
TextSpot + Salesforce
Salesforce runs your pipeline — and with Zapier it can run your texting too. New leads, new contacts, and record updates can each trigger a TextSpot message, so the right text goes out the moment something changes in your CRM.
What you can build with TextSpot + Salesforce
Text new Salesforce leads instantly
Welcome new Salesforce contacts by text
Text customers when a record is updated
Create a Salesforce lead from a TextSpot web-form signup
Log incoming text replies as Salesforce contacts
What TextSpot can do in a Zap
Use TextSpot as the trigger (a text event kicks off your workflow) or the action (your workflow sends a text or updates a contact).
What Salesforce brings to the table
Why connect Salesforce to TextSpot
Text leads the instant they land
A new Salesforce lead triggers a personal text in seconds — the fastest way to beat the competition to the inbox.
Keep customers updated
Fire a text when a record is updated so customers hear about changes without a rep lifting a finger.
Close the loop back to Salesforce
Web-form signups and incoming replies flow back in as leads or contacts.
No Apex, no dev team
Point-and-click in Zapier — no flows or code to build and maintain.
Connect Salesforce in minutes
Create your free TextSpot account
Sign up in about a minute — 50 free message credits, no card required.
Connect TextSpot + Salesforce in Zapier
In Zapier, start a new Zap and authorize both apps. TextSpot connects with your account API key.
Pick your trigger and action
Choose what kicks things off (an event in Salesforce or TextSpot) and what happens next. Map your fields.
Turn it on
Switch the Zap on and send a test. From now on it runs automatically, 24/7.
Salesforce + TextSpot, answered
Do I need a developer?
No — the connection is built in Zapier’s visual editor. No Apex, flows, or code required.
Which Salesforce editions work?
Any edition with API access (most Professional plans and up). Zapier connects through your Salesforce login.
Can I text leads and contacts differently?
Yes. Build a separate Zap for each object and trigger, each with its own message.
Will replies come back into Salesforce?
Yes — map an Incoming Message Zap to Create Contact or Create Lead.
Does it cost extra?
TextSpot’s side is included; you just need Zapier. You only pay for texts you send — replies are free.
Put your texting on autopilot
Connect Salesforce to TextSpot and let the right text go out at the right moment — automatically. Free to start, no card required.
Start free — 50 messages