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Salesforce

Text leads and contacts when records change, and bring replies back as tasks.
Start free for 7 daysStep-by-step in the docs

All integrationssalesforce.com(opens in a new tab)

What you can do

  • Text new leads from your own number when Salesforce creates them.
  • Bring each reply back into Salesforce as a task on the lead or contact.
  • Mark a lead when its number doesn’t take a text.

How it connects

  • Recommended

    Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

  • Make

    BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.

    Make in the docs

  • API

    Your own code calls BlueBot’s REST API and listens to its signed webhooks.

    API in the docs

Recipes

Three recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text new web leads

Starts when

Salesforce’s New Record trigger in Zapier for Leads

  1. Start a Zap with Salesforce’s New Record trigger on Leads.
  2. Add a Filter by Zapier step so only leads from your web form go on.
  3. Add BlueBot’s Send Text action, map the lead’s mobile phone to To and write the text.

The text it sends

Hi {{first_name}}, this is Casey from Northwind. I got your request. Is now a good time for a quick call?

From your own number

02With Zapier

Make a task from each reply

Starts when

BlueBot’s New Incoming Text trigger in Zapier

  1. Start a Zap with BlueBot’s New Incoming Text trigger.
  2. Find the lead or contact whose phone matches the sender’s number with Salesforce’s Zapier app.
  3. Create a Task on that record with the words of the text.
03With the API

Mark a lead when a text fails

Starts when

A text fails (BlueBot’s message.failed webhook)

  1. Send texts from your code with POST /v1/messages and the lead’s ID in metadata.
  2. Listen for message.failed, which carries the same metadata.
  3. Update the lead through Salesforce’s API so your team knows the number didn’t take a text.

The text it sends

Hi {{first_name}}, this is Casey from Northwind following up on your request. Is this still a good number for you?

From your own number

Step-by-step in the docs

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