Salesforce SMS
Increase your revenue by integrating SMS with Salesforce, a cloud-based
solution for Sales and Customer Relationship Management (CRM).
About Salesforce CRM SMS Integration
Make your business communications smoother and more effective with our SMS
integration for Salesforce. With this setup you can connect with customers instantly,
sending personalised SMS messages through Flows or using the Conversation Panel.
It only takes 5 minutes to setup, letting you close deals faster, send a promotional
campaign or improve your customer service.
Send and schedule SMS campaigns to Salesforce objects
Use message templates and personalise with merge fields
Track message length with a built-in character counter
Add a conversation panel for one-to-one 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
- Personalised campaigns
- Improve your CX
- Track your success
Send and receive SMS
From the Messaging tab, you can quickly send to any mobile number
associated with objects in your Salesforce account.
Manage your replies
The Received tab shows you any message you have received, including
replies that contain emojis.
Report on Link Hits
The Link Hits tab shows any recipients that clicked on a tracking link in
your text messages. It shows the original URL as well as the shortened URL.
FAQs
Make your business communications smoother and more effective with our SMS integration for Salesforce.
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.
Can I also integrate SMS with Marketing Cloud?
This integration doesn't connect directly with Marketing Cloud. However, you can sync your Marketing Cloud data to Salesforce CRM. This means that while you can't send SMS from Engagement Studio Programs you can still create automated SMS sequences using Flows in the Salesforce CRM.
What features does the SMS integration with Salesforce offer?
Choosing Kudosity for your Salesforce integration gives you access to SMS marketing tools within your CRM. You can manage campaigns, automate messages, and track engagement. All without leaving Salesforce.
Send and schedule SMS campaigns to Salesforce objects
Use message templates and personalise with merge fields
Track message length with a built-in character counter
Add a conversation panel for one-to-one 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 Burst SMS lists
Customise SMS activity feeds for better reporting
How can integrating SMS with Salesforce improve customer engagement and marketing campaigns?
Integrating SMS with Salesforce enhances your Workflows with real-time, personalised messaging. You can automate campaigns using Flows, track delivery, replies and link clicks, and respond to customers directly from Salesforce. This simplifies communication, improves response rates, and helps build more authentic, measurable connections with your audience. All from one central platform.
What technical requirements are needed to integrate SMS with Salesforce?
To integrate SMS with Salesforce you need an active Salesforce license and Kudosity account. During the configuration you will need to set your API key and API secret in Kudosity, which will be copied to Salesforce.
What compliance measures should be considered when sending SMS from Salesforce?
When using SMS, businesses must adhere to local regulations regarding privacy. Meeting these policies means obtaining consent from customers, providing clear opt-out instructions, and securely handling customer data. Our team can help you navigate this complex and ever-changing regulatory environment.