How to Send SMS from Salesforce with a Reliable SMS Integration
You have leads flowing into Salesforce, contacts synced effectively to your CRM, and a list longer than your arm of customers who have opted in. Yet at the moment, we need to get hold of them, be it a quick update, a promotional text, or a reminder; email can be too slow, and phone calls can be too time-consuming.
What is the solution?
SMS from Salesforce.
Straight, plain, and fabulously successful. However, when you do it under the proper setup.
In this blog, we’ll walk you through what Salesforce SMS integration actually means, how it works, and how a reliable messaging platform—like 360 SMS—can help you deliver the right message at the right time, every time.
What is Salesforce SMS Integration and How Does It Work?
The simplest thing to do first.
Salesforce SMS integration is the process of connecting your Salesforce CRM with an SMS platform so you can send and receive text messages directly from Salesforce. When your phone rings, you do not change tabs or copy the phone numbers, and you do not use numerous tools; you do it all in your CRM.
It is more than a messaging plug-in, but rather has to do with SMS integration into everyday workflows. When a lead is added to the system, a deal passes through the stages, or a case in support is solved, you can trigger a text at any stage.
That’s where CRM text messaging becomes powerful: It’s real-time, trackable, and entirely built into your customer lifecycle.
Salesforce users can use the platform, such as 360 SMS:
- Send messages from any object (Lead, Contact, Opportunity, Case, you name it)
- Schedule messages precisely
- Create no-code automated responses
- Two-way texting using a single interface
- Even create chatbot flows without a single line of code
What Makes a Salesforce SMS Service Truly Reliable?
Well, then, there are literally tons of messaging tools out there. Not all of them are, however, the same.
A reliable Salesforce SMS service should go beyond just “sending texts.” It should be:
- Salesforce-native: No clunky integrations or external data syncing
- Multichannel: SMS is great, but what if your customers prefer WhatsApp or Instagram DMs?
- Automation-ready: You shouldn’t have to manually hit “send” every time
- Secure and compliant: Opt-ins, opt-outs, audit trails—these aren’t optional
- Scalable: Whether you’re messaging ten people or ten thousand, it should just work
That’s why so many teams choose 360 SMS. It’s not just a texting tool—it’s an AI-powered CRM messaging platform designed to scale with you.
And because it’s built natively on Salesforce, it works seamlessly with your existing objects, Flows, and automation rules.
Sending SMS from Salesforce: How It Works with 360 SMS
Let’s break it down. With 360 SMS, here’s what sending SMS from Salesforce looks like in practice:
1. Manual Messaging (But Fast)
Want to reach out to a specific lead or contact? Just open their record and send a message from the built-in messaging window. You’ll see the full conversation thread, access pre-built templates, and even get AI-powered reply suggestions to respond faster and more contextually, without sounding robotic. This makes one-on-one outreach more efficient and personalized, right from your Salesforce screen.
2. Bulk Messaging
Need to send an update to 500 leads who attended your last webinar? Easy. Just create a Salesforce report or list view, select your audience, and launch a bulk SMS—all without leaving your CRM.
You can personalize each message with merge fields (like name, date, or product), so it still feels one-on-one.
3. Automated Messaging
Want to send SMS from Salesforce? Here’s where things get exciting. Let’s say a new lead fills out a form. With 360 SMS, you can set up an automation to:
- Create the lead in Salesforce
- Send them a thank-you SMS
- Assign the lead to a rep
- Trigger a reminder if there’s no reply in 2 days
No manual work—just CRM text messaging doing what it does best.
Why Businesses Love CRM Text Messaging
Text messaging has a 98% open rate. Read that again. 98%.
That’s why smart businesses are integrating SMS directly into Salesforce—to cut through the noise, reach customers where they actually pay attention, and keep the conversation moving.
Here’s what teams are achieving with platforms like 360 SMS:
- Faster lead response times (minutes instead of hours)
- Higher engagement for campaigns, promotions, and events
- Better customer satisfaction through real-time support updates
- Improved conversions with automated follow-ups and reminders
When SMS from Salesforce is done right, it becomes one of your most powerful tools—not just for communication, but for conversion.
Quick Answers to Common Questions
We get it—integrating messaging with your CRM can feel like a big move. So let’s answer a few things upfront.
How can I send SMS from Salesforce to my customers?
You can send SMS directly from any record—Lead, Contact, or Case—using a native app like 360 SMS. Just open the record, type your message, and hit send. It’s that easy.
Which is the best Salesforce SMS service for bulk messaging?
A platform like 360 SMS stands out for Salesforce SMS service because it allows bulk messaging from Reports, List Views, and Campaigns—natively inside Salesforce. Plus, it supports personalization and scheduling, even for large audiences.
Can I automate SMS from Salesforce based on customer actions?
Yes! With a reliable tool like 360 SMS, you can trigger texts automatically based on things like form submissions, deal stage changes, or inactivity. It’s fully compatible with Flows and Process Builder.
Wrapping Up
Your customers are already texting. The question is—are you?
With a smart, reliable Salesforce SMS integration, you can meet your customers where they are, deliver messages they’ll actually read, and automate it all without leaving Salesforce.
And when you choose a platform like 360 SMS, you’re not just choosing a messaging tool—you’re unlocking a native, no-code, AI-powered Salesforce SMS service that’s built to help you engage better, respond faster, and close more.
So if you’ve been wondering how to send SMS from Salesforce the right way, this is it.
Want to see how it looks in action? Check out 360 SMS and see what a truly reliable CRM messaging experience can do.