Connect TxtSync and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
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 TxtSync and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
runs when a New Contact is Created.
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.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your TxtSync integrations.
Send SMS
Send a single SMS text message to a phone number or contact
Create a Contact
Adds a new contact to your TxtSync contact list.
Update a Contact
Update an existing contact's details.
List Contacts
List all contacts and their details.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
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Frequently Asked Questions
To start, connect both your TxtSync and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in TxtSync triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how TxtSync 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 TxtSync 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 TxtSync 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 TxtSync
TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.
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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