Everything you need to know about the SMSGlobal for Salesforce integration

At SMSGlobal, we know that communication is vital to the success of every business. Our developments in digital communication facilitate meaningful connections between businesses and their audience. SMSGlobal’s new integration for Salesforce reflects our commitment to delivering reliable customer communication.

Implementing or upgrading communication processes doesn’t have to be complicated. With the power of integrations and plugins, companies can extend their capabilities within their existing systems. Create accessible and user-friendly workflows with a robust SMS plugin for Salesforce.

SMSGlobal for Salesforce enhances the prominent CRM platform with flexible and cost-effective communication solutions. Our Salesforce integration empowers your business with sophisticated SMS software conveniently within the CRM.

Crafted by industry-leading developers, the SMS integration equips Salesforce users with a range of features. Tailor your communication strategy with automated text messaging, scheduled SMS and staggered campaigns, custom SMS templates, message tracking, and more. With SMSGlobal for Salesforce, you can access the power of bulk SMS for business in one streamlined system.


Maintaining several touchpoints with customers and potential leads is a challenge for many businesses. Implementing SMS functionality for CRMs allows organizations to foster and strengthen valuable customer relationships through robust communication.

Leverage the accessibility of mobile messaging to contact leads directly and instantly. SMS is a user-friendly and approachable communication channel familiar to most, providing unbeatable open-rates and response times.

Reach Accounts, Leads, and Contacts with mobile messaging:

  • Text message notifications and reminders
  • Automated trigger responses
  • Personalized messaging with custom templates
  • Bulk SMS campaigns
  • Enterprise A2P messaging

Integrating SMS functionality with SMSGlobal’s turnkey solution provides effortless workflow automation and efficiency within Salesforce.

The immediacy of business text messaging optimizes sales efforts, especially within a CRM. Direct and captivating communication such as SMS allows businesses to connect with Leads, Contacts, and Accounts instantly. Team members can communicate directly with clients, establish a positive relationship, and keep track of interactions.

Related: 'Understanding the world of bulk SMS'

What is Salesforce?

Salesforce is a cloud-based CRM currently used by more than 150,000 businesses—making it the 4th largest software company in the world. Founded in 1999, Salesforce was the first cloud-based CRM. It provided an alternative to conventional desktop software that required on-site installation and regular maintenance. As a cloud-based platform, Salesforce offers increased capacity, scalability, and accessibility through any web-enabled smart device.

At its core, Salesforce provides companies with real-time analytics, customer insights, customer service functions, and contact and account management. Businesses can also tailor and extend the platform with features like AI, app-building capabilities, and off-the-shelf third-party integrations.

Salesforce also provides a secure and scalable eCommerce solution for B2C and B2B companies. Salesforce Commerce Cloud facilitates customer support, digital marketing, order management, and more. With integrated customer data and AI-functionality, the platform creates a unified customer experience across online and in-store interactions.


Our Salesforce integration provides a robust SMS solution for all of your business communication needs. Whether you want to reach tens, hundreds, or even thousands of contacts, SMSGlobal for Salesforce allows you to create unique customer connections. All with seamless usability and wholesale SMS pricing.

Businesses of all sizes can benefit from the power of SMS. Dynamic communications integrated into a CRM can efficiently support multiple touchpoints along the customer journey. With SMSGlobal for Salesforce, companies can utilize the flexibility of SMS to optimize communication and operational processes.

Salesforce editions compatible with SMSGlobal

The SMSGlobal for Salesforce integration is compatible with the following Salesforce editions:

  • Enterprise
  • Unlimited
  • Force.com
  • Developer
  • Performance

Related: 'SMS API Integrations [Explained]'

Electrify customer communication with SMS

Automated messages

Set up automatic SMS alerts, notifications, and reminders to ensure Accounts, Leads, and Contacts are always kept up-to-date.

SMS trigger responses

Create efficient workflows with pre-configured templates, keyword responses, and SMS triggers. Salesforce SMS triggers will send notifications when there are changes or updates to:

  • Sign-ups
  • Orders
  • Contracts
  • Events
  • Tasks
  • Cases
  • Support tickets

Bulk SMS

SMSGlobal for Salesforce provides flexible bulk SMS to streamline mass communication. Send bulk SMS to Contact Lists or multiple Leads and Accounts.

Custom messaging

Easily configure custom messages for targeted and tailored communication. Send customers personalized messages with relevant content to make them feel valued.

SMS campaigns

Capture your recipient’s attention with concise and engaging mobile marketing campaigns. With a compelling call-to-action, SMS campaigns drive results and prompt customers to interact with your brand.

Schedule and stagger messaging

Timing is everything when it comes to client communication. With staggered SMS campaigns and scheduled messages, you ensure each recipient receives messages at the perfect moment.

Contact management

Manage individual Contacts and Contact Lists to perfect segmentation and targeted SMS campaigns.

Track and report activity

Track message delivery in Activity History and take advantage of robust reporting tools in MXT. Providing detailed reporting dashboards and in-depth insights into the success of your SMS communication.

SMS in eCommerce

Ensure that your eCommerce site provides a seamless Customer Experience by implementing a reliable communication strategy. Did you know that 64% of customers expect brands to interact and respond to them in real-time? Integrating SMS allows brands to sustain multiple customer interactions at any given time with quick responses.

Power up your Salesforce platform and connect with valuable customers by integrating an open and accessible communication channel. With simple automation, our reliable messaging solution provides the prompt updates customers expect.

Personalized communication

With Contact List management and segmentation, businesses can customize promotions and mobile marketing campaigns to better influence purchases. Utilizing custom messaging and Merge Send, brands can target recipients by tailoring messages to individual customers.

Order status updates

SMSGlobal for Salesforce keeps recipients informed throughout the order process. With SMS automation and triggers, you can rest assured that recipients are notified of their order status in real-time.


Seamless installation

Businesses can access the SMSGlobal integration directly within the Salesforce platform. Follow our detailed installation guide here to get set up and start sending in no time.

Free integration with flexible pricing

Integrating SMSGlobal for Salesforce is free. To begin messaging, users need to sign up with an MXT account (which is also free!). You only pay for the SMS messages you send.

Access to MXT

SMSGlobal’s Salesforce integration provides exclusive access to our premium SMS gateway, MXT. Alongside an array of powerful communication solutions, including 24/7 customer support, a library of turnkey integrations, and sophisticated reporting dashboards.

Automation

This integration allows businesses to automate workflows for optimal operational efficiency. Set up SMS triggers to notify Contacts instantly, while allowing your team to focus on critical tasks.

Scalability

Our integration boasts an impressive lineup of communication solutions. From SMB to large enterprises, SMSGlobal for Salesforce provides a flexible messaging platform that scales and grows to suit your business needs.

Related: 'SMSGlobal's latest plugin for WordPress'

Sending with SMSGlobal for Salesforce

A quick step-by-step guide on how to send SMS via Salesforce.

  1. Click on the Send SMS tab
  2. Select from the following options:
    1. Send Individual SMS
    2. Send Scheduled SMS
  3. Choose the virtual number you wish to send from (if a virtual number is not selected, the SMS will be sent from a shared virtual number)
  4. Select the intended recipient(s)
    1. Ensure contact details have been entered correctly with a valid mobile number in the Mobile Phone field
  5. Compose your message
  6. If you wish to schedule the message, input the date and time. If you wish to send now, leave the Schedule fields blank.
  7. Click Send SMS.

For a detailed guide on the SMSGlobal for Salesforce integration, download the User Guidelines below.