Textel for Salesforce

Streamline Operations & Interactions

Combine the power of Textel’s platform with the world’s top CRM to improve operations, eliminate wasted agent time, and give customers a more personalized experience at scale.

Header image, business man working at desk with co-worker
Textel for Salesforce Flow Builder

Integrates Into Flow Builder for Event-Driven Texts

Trigger an SMS message to send to your customers from an event completion in Salesforce. Whether a status is updated in Salesforce by someone on your team or an action is taken by your customer that triggers the event, you can send personalized, automated messages instantly.

Event-driven texts could let you:

  • Send appointment reminders to clients 
  • Deliver status updates to customers in real-time based on an event update in Salesforce
  • Send confirmation texts immediately when a customer fills out a form online

Expanded Texting Capabilities

Textel for Salesforce helps to expand your outbound texting functionality, offering additional options for you to text your customers and contacts from within Salesforce.

With Textel for Salesforce, you can:

  • Build an unlimited number of Salesforce text automations with Salesforce Flow Builder
  • Send targeted group messages with Salesforce Campaigns
  • Sync opt-ins/outs and Do Not Call lists automatically across Salesforce, your CCaaS platform, and Textel
Textel for Salesforce Reporting

SMS-Specific Data Reporting

With Textel for Salesforce, get SMS-specific reporting within your Salesforce instance. View SMS interaction history without leaving Salesforce. 

These additional reports let you:

  • Understand how many of your interactions are SMS versus other channel types like voice and chat
  • See message details and timestamps
  • Watch for trends over time using the native Salesforce reporting tools

Ready to get started with Textel? Make the switch today.