Salesforce SMS Integration
If Salesforce is where your team works, SMS shouldn't live somewhere else. Send, automate, and track messages directly from your CRM. No exports, no platform switching.
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About the Salesforce SMS Integration
A self-service, Salesforce-native add-on that connects your CRM to Kudosity's messaging platform. Install it once, and your team can send, receive, and automate SMS without ever leaving Salesforce.
Send 1:1 SMS from UI to Salesforce objects
Personalise messages with merge fields
Trigger SMS in Flows from record updates or schedules
Log delivery, replies, and link clicks automatically
Bulk add or update contacts on Kudosity lists
Monthly add-on · Unlimited users · Self-service setup
Key benefits of the Salesforce SMS integration
Salesforce-native
→ No context switching.
SMS lives inside the CRM your team already uses every day.
Self-service setup
→ Start in minutes.
No developer or IT team required.
Org-based pricing
→ Monthly add-on · Unlimited users · Self-service setup · Cancel anytime
Flow automation
→ Trigger SMS from any Salesforce Flow. Record updates, schedules, or custom events.
More ways to send SMS from Salesforce
Sending Bulk Messages
Send bulk SMS campaigns directly from Salesforce to any object, any list view, with personalisation and delivery tracking.
Automating SMS Workflows
Trigger SMS messages automatically using Salesforce Flows, and use Platform Events to build event-driven messaging sequences.
1-to-1 SMS Conversations
Embed a live SMS conversation panel on any Salesforce object page for real-time 1-to-1 messaging alongside the CRM record.
One integration, every stage of the pipeline
Send a campaign to a list view, run a one-to-one conversation from a record, or automate SMS through a Flow, all from the objects your team already uses. No separate SMS portal, no exporting contacts, no losing track of who replied.
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Send SMS straight from your Salesforce objects
Pick any recipient object, Lead, Contact, Campaign or Opportunity, choose the field that holds the mobile number, then target a list view or campaign to build your send. Review the exact recipient list, with name, number and country, before anything goes out.
Add merge fields to personalise each message, save your copy as a reusable template, and schedule sends for later. Tracked links are generated automatically, so every click reports back to the contact who clicked it.
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Automate SMS with Salesforce Flows
Add SMS as an action inside a record-triggered or scheduled Flow, for example texting a new Lead the moment it's created with a mobile number, or triggering a service follow-up when a case status changes. Personalise each send using data straight from the triggering record.
Delivery, reply and link click events are pushed back into Salesforce as Platform Events, so they can kick off further Flows of their own, without any polling or manual checking.
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Two-way conversations, tracked on the record
Add the conversation panel to any object page and your team gets the full message history alongside every other interaction on that record, with replies, including emoji, arriving in near real time via websockets.
Every send, reply and link click becomes an SMS activity object you can report on, so it's straightforward to build dashboards that sit alongside the reports your team already reviews.
Why choose Kudosity?
Kudosity is trusted by Australian businesses for reliable, compliant SMS with the infrastructure and certifications to back it up.
Hosted locally and in compliance.
ISO27001 and SOC 2 Type II Certified.
Transparent pricing and customised plans.
Award-winning solutions.
100% Australian owned and managed.
Virtual mobile numbers.
Direct Tier 1 carrier connections only (no grey routes).
24/7 support and dedicated account managers.
Not sure where to start?
Talk to our team, we'll walk you through setup, pricing, and whether Kudosity is the right fit for your Salesforce environment.
FAQs
Common questions about the Kudosity Salesforce integration.
What is the Kudosity SMS integration for Salesforce?
The Kudosity Salesforce integration connects your Salesforce CRM to our messaging platform, so you can send, receive and automate SMS directly within your Salesforce environment.
How much does the Salesforce integration cost?
The Salesforce integration is available as a $49/month add-on to your Kudosity account. Pricing is org-based, meaning unlimited users are included at no extra cost.
How long does setup take?
Most teams are set up in under 30 minutes. The integration is fully self-service, with no developer or IT involvement required. Follow the step-by-step installation guide to get started.
What features does the SMS integration with Salesforce offer?
Send and schedule SMS campaigns to any Salesforce object
Use message templates and personalise with merge fields
Track message length with a built-in character counter
Add a conversation panel for 1:1 messaging
Trigger SMS from Flows using record updates or schedules
Use delivery, reply, and link click events to automate actions
Bulk add or update contacts on Kudosity lists
Customise SMS activity feeds for better reporting
How can integrating SMS with Salesforce improve customer engagement?
SMS has significantly higher open and response rates than email. By integrating SMS into Salesforce, your team can send personalised, timely messages triggered by real CRM data, automate campaigns, follow up on opportunities, and respond to customers in real time. Every interaction is logged back to the CRM record, giving you a complete picture of customer engagement.
What technical requirements are needed to integrate SMS with Salesforce?
You need an active Salesforce licence and a Kudosity account. During setup, you'll copy your Kudosity API key and secret into the Salesforce package configuration. Full instructions are in the installation guide.
What compliance measures should be considered when sending SMS from Salesforce?
Businesses must comply with local regulations around consent, opt-outs, and data handling. This means obtaining clear consent before messaging contacts, including opt-out instructions in your messages, and handling customer data securely. Our team can help you navigate the compliance requirements for your region.