Learn More About the Power of TextUs + Salesforce [Now Available on the AppExchange]
From sending and receiving text messages from within Salesforce to creating automated templates, you can now get more done with Salesforce and TextUs.
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Published
May 16, 2017
Here at TextUs, we’re building our partner and integrations network with an eye towards constantly increasing the value we deliver to our customers.One of our latest integrations is with Salesforce and it is now available on the AppExchange. Here's what you can accomplish with the power of Salesforce and TextUs combined.
Send and receive text messages from within Salesforce
You can now send and receive text messages and record them as Activities using any standard or custom object in the Salesforce platform.
Send personalized, automated, and group text messages
Not only can you send and receive text messages in your CRM, you can also send and schedule personalized group messages to up to 100 clients at one time.
Create custom text messaging templates
Salesforce users can create custom text templates for messages they send regularly to clients. They can also share these templates company-wide to help foster a consistent communication strategy.
Track and record all texting activity
Just as Salesforce customers track and record email, web, and voice call activity from within the CRM, you can now track text messaging communication, too.
Customize communication reports and boost analytics
By including text messaging data into reports and analytics you can get a holistic picture of your communication strategy. This will help you tailor your communication strategy and improve your outreach efficacy for individual prospects.
Create custom triggers and workflows
Using Process Builder you can configure simple triggers and workflows from your Salesforce accounts.
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Frequently Asked Questions
How does the TextUs and Salesforce integration work?
The TextUs Salesforce integration lets you send and receive text messages directly from within Salesforce, logged as Activities on any standard or custom object. It connects your texting workflow to your CRM so all conversations are tracked automatically.
What can you do with TextUs in Salesforce?
With TextUs in Salesforce, you can send individual or group texts, create automated drip campaigns, track message engagement, and trigger texts based on CRM workflows — all without switching between applications.
Does the TextUs Salesforce integration support automated text messages?
Yes — TextUs supports both automated and manual text messaging within Salesforce. You can trigger texts based on workflow rules, schedule follow-up sequences, and personalize messages using Salesforce field data.
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