Resources
>
Blog

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.
Written by
Published
May 16, 2017

Table Of Contents

Business Texting
Built for Results

Get Started
Share this post

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.

Continue Reading

b2b customer retention strategies
Blog

15 B2B Customer Retention Strategies to Reduce Churn

Explore 15 B2B customer retention strategies that will help you reduce churn. Discover how TextUs can help you retain customers with SMS.

customer journey map b2b
Blog

Customer Journey Map: B2B Strategy for a Better Buyer Path

Explore our detailed guide to building a customer journey map B2B strategy and find 10 simple steps you can follow.

enterprise marketing examples
Blog

5 Enterprise Marketing Examples for Stronger Business Strategy

Explore five enterprise marketing examples that can help you strengthen your business strategy and see how TextUs can help.

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.

Business Texting

Built for Results

Create and convert pipeline at scale through industry leading SMS software