Connect SMS.to and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Message Is Sent
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Ready to use SMS.to and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in a list.
New Message Is Sent
Runs when new message is sent
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Do thisActions
Action is the task that follows automatically within your SMS.to integrations.
Estimate Single SMS
Estimate a Single SMS
Create or Update Contact
Create or update a contact
Send SMS
Send text to numbers or lists
Get Recent Optouts
Get opt-outs from past hour
Delete Contact By Phone
Remove contacts by phone
Get Contacts
Get optouts detail that were opted out in last 1hr.
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Frequently Asked Questions
To start, connect both your SMS.to and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how SMS.to data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between SMS.to and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SMS.to and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SMS.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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