Connect TextIt and Salesforce Essentials to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TextIt
Choose an Action
Automatically do this!
- Request a new Action for Salesforce Essentials
Enable Integrations or automations with these events of TextIt and Salesforce Essentials
Enable Integrations or automations with these events of TextIt and Salesforce Essentials
Actions
Create Topic
create a new topic.
Create a Group
create a new contact group.
Delete a Group
Deletes a contact group by its name.
Create Campaigns
create a new campaign.
Update Campaigns
update an existing campaign.
Delete Campaign Events
Delete a campaign event.
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Frequently Asked Questions
To start, connect both your TextIt and Salesforce Essentials accounts to viaSocket. Once connected, you can set up a workflow where an event in TextIt triggers actions in Salesforce Essentials (or vice versa).
Absolutely. You can customize how TextIt data is recorded in Salesforce Essentials. This includes choosing which data fields go into which fields of Salesforce Essentials, setting up custom formats, and filtering out unwanted information.
The data sync between TextIt and Salesforce Essentials 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 TextIt and Salesforce Essentials. 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 TextIt
TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.
Learn MoreAbout Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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