Hello everyone! Great news for Salesforce users. Salesmsg most highly requested integration is now in beta. In this brief tutorial, I'll guide you through how you can set up the Salesmsg integration for Salesforce and start to take advantage of SMS for your sales, marketing and support activities directly from within Salesforce. So let's take a look.
Install the Salesmsg package for Salesforce us, find the download link in our user Guide, or contact our support team for assistance. Choose your installation preference during the process to customize who can access the package. Once installed, go back to the Salesmsg integration page and click Connect to seamlessly link both applications. At this stage, you are set to customize your integration settings.
First, activate event logging in Salesforce to track all Salesmsg texts and calls directly on the activity timeline. For leads and contacts. Select your syncing preference between the two platforms. Designate a primary Salesforce property for phone number, and choose the object type for new Salesforce records between leads and contacts.
You can map your Salesforce users to your Salesmsg accounts and invite team members who should have Salesmsg. You are now all set to harness the full power of the integration. First, you'll find that newly created contacts automatically sync with Salesforce. If you enable the setting, simply click View Contact to access the corresponding Salesforce record. As you engage with Customers via text or call, all activities are automatically logged in the activity timeline, including links to call recordings and voicemails.
You can make multitasking a breeze by adding the Salesmsg widget to your Salesforce pages. This widget allows you to effortlessly view past conversations, resume ongoing ones, or initiate new chats right within Salesforce. Beyond one to one conversations.
You can also text many leads at once. Our integration includes a "send list SMS" feature similar to Salesforce's. Send list email. You can select multiple leads and send your message effortlessly from any Salesmsg number.
Lastly, you can incorporate texting into your Salesforce automation flows. For example, if you want to send a welcome text to your newly created leads, start by setting up a trigger in Salesmsg by choosing which number to send from and the text message, and then copy that webhook URL and create an action in Salesforce and incorporate that webhook URL. So that sums it up for now.
Would love to hear your feedback and make the integration even better. And thanks for watching.