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Salesforce SMS Integrations
This article will show you some of ways you can integrate SMS software with Salesforce. Automate tasks and accomplish more desired outcomes.
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Salesforce SMS Integrations 101
To create an integration between Salesforce and SMS software you need to understand the workflow that automates tasks: Triggers and Actions.
*When this happens...
Triggers
Triggers are the things that happen on Salesforce or on your SMS software. They are the first step in automating a task. Triggers are the “if” statement.
*Automatically do this...
Actions
Actions are what happens after a trigger on Salesforce or your SMS Software. Actions are the “then” statement of your automation.
Popular Salesforce + SMS Software Integrations
- When a new message is received in TextSpot, a new lead is created in Salesforce.
- When a link is clicked in a text message, a lead is added to a campaign in Salesforce.
- When a new contact is created in Salesforce, they are added to a list in TextSpot.
Everything You Can Do with a Salesforce SMS Integration
This is everything we know is possible when it comes to automating sending text messages with Salesforce and other integrations that enhance the experience of working with Salesforce.
When Salesforce is the Trigger:
| When this happens in Salesforce | Do this with SMS software... |
|---|---|
| New Contact Created | Add/Update Contact, Add Contact to a List, Send a Welcome Message to the Contact. |
| New Field History Tracking Event/New Record | Send a Notification to Your Team’s Contacts, Add/Update Corresponding Contact. |
| New Lead | Add/Update Contact, Add Contact to a List, Send a Message to Your Sales Team. |
When SMS software like TextSpot is the Trigger:
| When this happens in your SMS software... | Do this in Salesforce |
|---|---|
| New Message Received | Create a New Lead, Add the Contact to a Campaign, Create a Note, Attach a File to a Record. |
| Link Click in Text | Add Contact as a Lead to a Campaign, Add a Contact, Create a Child Record, Trigger an API Request for Further Processing. |
| A Keyword is Sent in a Text | Convert a Lead to a Contact, Create a Record, Create a File, Add/Update a Contact. |
| Web Form Sign Up | Create a Lead, Update a Contact, Add a Note to a Record, Attach a File to a New Record. |
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Automate your Salesforce SMS tasks. Create workflows, sync data, send text messages and more.