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Salesforce SMS Integration: How to Send & Automate Text Messaging

In the modern, speedy world, companies need to use more than email to communicate with customers. It is now essential for businesses to connect with users through SMS, as it gets the fastest responses. The important thing for Salesforce users is not only to send a message, but also to send impactfully from the CRM, follow up on it, automate the process, and apply it to different campaigns at scale.

This is where 360 SMS shines for Salesforce SMS integration. It allows businesses to use Salesforce’s CRM and text messaging at the same time, and no coding or platform shifting is necessary. The result? Easier work processes, faster replies, and results that can be measured.

What is Salesforce SMS integration?

Salesforce SMS integration refers to the ability to send, receive, and automate SMS messages directly within your Salesforce CRM. Messages, journey-building, conversations, and data logging can all be done in Salesforce using its features, instead of relying on different platforms.

Thanks to solutions such as 360 SMS, you can easily include text messaging in your CRM strategy, which makes text as effective for data and success as email and phone calls are in CRM.

How to Send and Automate SMS from Salesforce with 360 SMS:

360 SMS makes it possible to send SMS from Salesforce and transform the process from a manual task into a fully automated, intelligent communication process. Whether it is about sending messages individually or to thousands, the process is always quick and straightforward.

Send SMS from Salesforce in Just One Click:

Require to approach a contact, a lead, or a case owner personally? With 360 SMS, you can send SMS from Salesforce using pre-built templates or ad hoc messages right from any standard or custom object. Because the text box appears inside Salesforce, you don’t have to use any additional tools.

From the list views, reports, campaigns, or record pages, marketers and sales reps can communicate with one person or with a group. Every message is logged in the activity timeline, giving full visibility to all stakeholders.

Automate Text Messaging with Workflow, Process Builder & Flows

It is in automation that SMS starts to show its true strength. With 360 SMS, you have the ability to send messages automatically for different purposes.

• People submitting their contact details
• Appointment reminders
• Support ticket-related updates
• Payment confirmations
• Customer journeys

Automatic touchpoints can be set up using Process Builder, Flow, or Apex, so no coding is required. Plus, based on the customer’s action, you can trigger various automated messages to make the customer’s journey more engaging.

Use Drip Campaigns for Timed Sequences

You can make SMS drip campaigns that work across SMS, WhatsApp, Instagram, and other channels. However, the platform lets you set up details for your SMS campaigns.

• Time difference needed between the two messages
• Logics that act depending on how people reply
• Follow-up triggers by changes in field information or milestones

Thanks to this kind of flexibility, marketing and retention teams can come up with personal engagement strategies that operate automatically.

Have Smarter One-on-One Conversations with AI-Powered Replies

Having a 360 SMS ensures that every message reply is perfect and well-drafted. Using AI, the system can examine messages and automatically generate responses based on the situation. Thanks to this AI-powered messaging due which leads to engagement boosts, as it becomes quicker, more relevant to their needs, and able to scale up without losing its personal touch.

No matter if the message is about a product or a question, your CRM texting feels friendly and real, even if it is not manual.

Automate Conversations with No-Code Chatbots

For high-volume interactions like lead capture or FAQs, 360 SMS offers no-code chatbot builders. These drag-and-drop tools let you create automated workflows and decision trees that guide users through conversations—no developer required.

By embedding automation into your Salesforce SMS service, you can ensure timely, consistent replies at scale while freeing your team to focus on high-value tasks.

Run Bulk Campaigns from Within Salesforce

Need to run a flash sale? Notify hundreds of users about a product update? 360 SMS supports bulk SMS sending directly from reports or campaigns in Salesforce.

You can segment audiences, personalize messages using merge fields, and even track responses—all within the same platform. The days of uploading CSVs into external SMS tools are over.

Manage All Messaging Tasks from a Single Window Console

With 360 SMS, users benefit from a centralized messaging console that streamlines every interaction. Whether you’re sending one-to-one texts, launching bulk message campaigns, or checking responses, it all happens from a single unified window—no need to jump between multiple Salesforce tabs or modules.

This boosts agent productivity, reduces response time, and ensures smoother execution of campaigns and conversations, all from one place.

Track Deliveries, Clicks & Conversation History

Beyond just sending messages, 360 SMS provides full transparency:

• Message delivery status
• Click-through tracking on short links
• Conversation threading by user
• Opt-out and compliance logs

Everything is stored in Salesforce, keeping Salesforce SMS service activity auditable and actionable.

Common Questions Marketers Ask

Before we wrap up, here are answers to a few frequently asked questions that can help you better understand how SMS from Salesforce works in the real world.

Can I send SMS directly from Salesforce?

Yes. With tools like 360 SMS, users can send individual or bulk messages directly from leads, contacts, campaigns, or even custom objects—right inside Salesforce.

Does Salesforce support bulk SMS sending?

Salesforce doesn’t support bulk texting natively, but with apps like 360 SMS, you can send thousands of texts through campaigns, list views, and automation flows—seamlessly.

What are the use cases for Salesforce SMS integration?

Top use cases include appointment reminders, lead nurturing, support updates, marketing campaigns, and real-time alerts—all enabled via CRM text messaging.

Final Thoughts

In a world of shrinking attention spans and overloaded inboxes, SMS offers a faster, more personal way to reach your audience. But without proper integration, it becomes yet another siloed channel. That’s why more Salesforce teams are turning to 360 SMS—not just to send messages, but to make texting an intelligent part of their Salesforce SMS service strategy.

With one-click messaging, automation, and campaign tools, 360 SMS allows you to scale outreach while staying human. Whether you’re nurturing leads, reactivating customers, or closing deals, SMS from Salesforce can do more than just deliver—it can convert. So, enhance your messaging with 360 SMS now!

Siddharth Sehgal

CEO

Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.