Sakari + Salesforce integrationTwo-way texting from the record, with each rep on their own number
Sakari offers a Salesforce app, and we set it up and extend it. We wire our Send SMS widget to Sakari, route each rep's texts through their own number, and make sure every reply lands on the right record, even from numbers Salesforce has not seen yet.
- Two-way texting from leads and opportunities
- A sending number for each rep
- Inbound texts matched, or turned into new leads
900+ integrations completed · Salesforce partner · We sign BAAs
- • Inbound texts
- • Texts from unknown numbers
- • New leads and opportunities
- • Alerts
- • Outbound text
- • Sending number
- • Scheduled texts
Replies with nowhere to go
A rep texts a lead and the reply comes back from a different number, or from someone not in Salesforce yet. Without a plan for those texts, they sit unread and the lead goes cold.
What it does
What the Sakari + Salesforce integration handles
Send SMS from the record
Our widget sends through Sakari, with templates, a segment counter, Send Now and Send Later.
Per-user sending numbers
Each rep's texts go out from their own Sakari number, so replies come back to the person who sent them.
Full SMS history
Every text in and out on the lead or opportunity, with direction and time.
Unmatched inbox
Texts from numbers not in Salesforce land in an inbox, where a rep can match them or create a lead or opportunity in one step.
Inbound alerts
Reps notified when a lead texts back, so no reply waits.
Every number on the record
The widget lists every phone field, including secondary contacts, and refreshes when one changes. Reps can also type a number and save it as a contact.
Templates
Shared and personal templates, so reps send consistent messages in one click.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Sakari to Salesforce.
AimingThe real thing
See it in Salesforce
Our Send SMS widget from a live Salesforce build, wired to Sakari. Every name and number is replaced with sample data.
- 1Send SMS on the record
Sending number, the phone to text, a custom number, templates, a character and segment counter, Send Now or Send Later, and the SMS history below.
- 2Templates in one click
Shared templates for the whole team and personal templates for each rep.
- 3Send later
Pick a date and time, and the text goes out on schedule.
Data that flows
Sakari + Salesforce integration: both directions, field by field
- Outbound textSent from the widget on the record
- Sending numberThe rep's own Sakari number
- Scheduled textsSent at the date and time the rep set
- Inbound textsLogged on the matching lead or opportunity
- Texts from unknown numbersHeld in the unmatched inbox
- New leads and opportunitiesCreated from an inbound text
- AlertsSent to the rep when a reply comes in
See your own Sakari + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Sakari + Salesforce integration: the hard parts, already solved
Unknown numbers
A text from a number Salesforce does not know is not lost. It waits in the unmatched inbox until a rep matches it or creates a record.
Phone fields that change
A new number added to the record shows up in the widget right away, without a page reload.
Typed-in numbers
A number typed into the widget is saved as a contact on the record, so the conversation is not orphaned.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Sakari + Salesforce integration goes live
- 1
Free call
We look at how your team texts today, the platform you use, and what reps need to see in Salesforce.
- 2
Mapping
Which records texts land on, which numbers send, which templates reps get, and how opt-in is recorded.
- 3
Build and test
Built in a sandbox and tested with real texts in and out before your team relies on it.
- 4
Go live
Deployed to production, reps trained, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Sakari + Salesforce integration is for
- Sales and intake teams texting leads from Salesforce with Sakari
- Teams where each rep needs their own texting number
- Managers who want every text on the record
Sakari + Salesforce integration FAQ
Does Sakari have a Salesforce app?
Yes. We set it up, then extend it with our Send SMS widget, sending number rules, the unmatched inbox and alerts.
Can each rep text from their own number?
Yes. Texts are routed through each rep's own Sakari number.
What happens with texts from numbers not in Salesforce?
They land in an unmatched inbox. A rep can match the text to a record or create a lead or opportunity from it.
Can reps use templates?
Yes. Shared templates for the team and personal ones for each rep.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.