Route all inbound and outbound messages into one place in Salesforce. Search, report, and collaborate with context.
As easy as texting on your phone, and it integrates seamlessly with campaigns, contacts, and leads.
Manage roles, permissions, numbers, and preferences for a team of 2 or 2,000 in minutes.
Get People’s Attention: With a 98% open rate, text messaging breaks through the noise.
Increase Customer Satisfaction and Retention: Meet people where they are with a personalized text at just the right time.
Boost Team Productivity: Make more connections with fewer clicks using the group inbox and Process Builder.
Connect Twilio: Link your account using the Apex library. Keep control of numbers and channels.
Configure Messaging: Set sender IDs, quiet hours, templates, and keywords. Stay on brand and compliant.
Automate: Trigger SMS with Process Builder or Flow for reminders, updates, and follow-ups.
Measure and Improve: Track delivery, replies, and outcomes with dashboards and 15 ready-to-use reports.
Sales: Instant lead texts, no-show recovery, demo reminders
Support: Case updates, satisfaction surveys, outage notices
Success: Renewal nudges, onboarding tips, account health checks
Public Sector: Constituent alerts, town hall reminders, service updates
Events: Registration confirms, schedule changes, check-in links
Salesforce: Campaigns, Contacts, Leads, Cases, Flows, Process Builder
Twilio: Numbers, messaging services, webhooks, Studio add-ons
APIs: Extend to WhatsApp and other channels with the Twilio Apex API
Role-based access and field-level visibility
Opt-in and opt-out enforcement with full audit trails
Encryption in transit and at rest within Salesforce
Retention and reporting that support reviews and policies
Delivery and response rates by campaign, rep, and segment
Time-to-first-response and SLA trend lines
Keyword performance and opt-out monitoring
Text new leads 5 minutes after form submit
Remind customers of appointments the day before
Alert agents when VIP cases update
Nudge event registrants who have not checked in
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Yes. It is optimized for Lightning Experience and supports common Classic layouts across Sales Cloud and Service Cloud.
Yes. Use permission sets, role hierarchies, and field-level security to grant access by team, profile, or queue.
Built-in keyword management enforces consent and logs history to aid TCPA, GDPR, and CCPA compliance with full audit trails.
Supports A2P 10DLC long codes, toll-free, short codes, and alphanumeric sender IDs. MMS and WhatsApp are available via the Twilio Apex API library.
Yes. Trigger transactional SMS from Flow, Process Builder, or Apex for reminders, case updates, and journey orchestration, plus time-zone aware scheduling.
A shared group inbox centralizes two-way threads, routing, and ownership, while delivery receipts and error codes surface in real-time reports.
Use 15 standard reports and dashboards to monitor delivery rate, response time, opt-out rate, SLA adherence, CSAT, and campaign influence.