Heymarket + Salesforce integrationThe Heymarket package, connected to the automation your team runs on
Heymarket offers a Salesforce managed package. We set it up on your leads and opportunities, map the data, and connect it to your own automation: opt-in and opt-out flows, last activity tracking, and the fields your reports depend on.
- Heymarket managed package set up and extended
- Salesforce data mapped to Heymarket
- Opt-in, opt-out and last activity kept up to date
900+ integrations completed · Salesforce partner · We sign BAAs
- • Texts in and out
- • Opt-out
- • Last activity date and type
- • Lead and opportunity data
- • Opt-in status
The package works, your automation does not see it
A managed package brings texting into Salesforce, but your flows, triggers and reports do not know about it. Opt-outs do not reach the record, last contact dates stop at the last call, and package triggers clash with your own.
What it does
What the Heymarket + Salesforce integration handles
Managed package setup
The Heymarket package installed and placed on the lead and opportunity page layouts where reps work.
Data mapping
Salesforce fields mapped to Heymarket, so texts and contacts line up with the right records.
Opt-in and opt-out flows
Opt-in and opt-out changes written to the record, with validation rules adjusted so updates go through.
Last activity tracking
Texts and calls stamped on the lead and opportunity as the last contact and its type, for follow-up lists and reports.
Custom automation around the package
Apex triggers and scheduled batch jobs built to work with the package, not against it.
Inboxes and intro message
Heymarket inboxes split by team and the intro message updated to match how you work.
Package upgrades
Security patch upgrades applied and tested, so the integration stays current.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Heymarket to Salesforce.
AimingData that flows
Heymarket + Salesforce integration: both directions, field by field
- Lead and opportunity dataMapped fields for texting
- Opt-in statusRead before a text is sent
- Texts in and outOn the lead or opportunity
- Opt-outUpdates the record through a flow
- Last activity date and typeStamped from texts and calls
See your own Heymarket + 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
Heymarket + Salesforce integration: the hard parts, already solved
Managed package triggers
Package triggers can conflict with your own. We build around them, using change events and scheduled batch jobs where a trigger would collide.
Validation rules
An opt-out update that fails a validation rule on the opportunity is a silent failure. We find those rules and adjust them so the flow completes.
Flow activation
Flows that touch package records are tested after activation, so nothing stops quietly in production.
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 Heymarket + 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 Heymarket + Salesforce integration is for
- Teams already texting with Heymarket and working in Salesforce
- Admins whose flows and reports need to see Heymarket texts
- Managers who need the last contact date to include texts
Heymarket + Salesforce integration FAQ
Does Heymarket connect to Salesforce natively?
Yes. Heymarket offers a Salesforce managed package. We set it up and connect it to your own automation and reports.
Can opt-outs update Salesforce?
Yes. Opt-in and opt-out changes are written to the record through flows.
Can texts count as the last contact?
Yes. We stamp the last activity date and type on the lead and opportunity from texts and calls.
Will custom automation break the package?
We build around the package triggers with change events and batch jobs, then test the whole path before go-live.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.