Your team texts from one tool and works in Salesforce. We bring texting into the record: a Send SMS panel with templates, scheduling and the right sending number, every text in and out logged on the lead or opportunity, and opt-in checked before anything is sent. It works with CallTrackingMetrics SMS, Sakari, Heymarket, SimpleTexting and Twilio.
900+ integrations completed · Salesforce partner · We sign BAAs
How texting in Salesforce works
Picks the phone, a template and the sending number, then sends now or schedules it
CallTrackingMetrics, Sakari, Heymarket, SimpleTexting or Twilio sends the text
Logged on the same record, with an alert to the rep and a flag that the lead responded
We built our own Send SMS widget, a Lightning Web Component that sits on the lead, opportunity or contact. The same widget goes into every build. What changes is the platform behind it, so your team keeps the texting provider and numbers it already has.
The widget follows your rules. It knows which number each rep or team sends from, it checks the opt-in field before it sends, and it picks up every phone number on the record, including ones added a second ago, without a page reload.
Where a platform has its own Salesforce package, like Heymarket, we set it up and connect it to your automation instead. And because Salesforce can be changed in any way, with Apex, flows, custom objects and Lightning components, anything the package or widget does not cover, we build.
What's included
Our widget on leads, opportunities and contacts: phone picker, custom number, templates, character and segment counter, Send Now and Send Later.
Each text goes out from the right number, per rep, per team or per location, set by rules in Salesforce.
Shared templates for the team and personal ones for each rep, picked in one click and added from the widget.
Every text in and out on the record, with direction, sender and time, next to calls and emails in the activity feed.
Replies matched to the right record. Texts from unknown numbers land in an unmatched inbox, where a rep can create a lead or opportunity from them.
Reps notified when a lead texts back, so replies get answered.
A flow marks the record when a lead responds, so reports and follow-up queues can use it.
An opt-in field the widget checks before sending, opt-in checkboxes on your web forms mapped to Salesforce, and opt-out flows that update the record.
SMS consent language on your forms, an SMS terms page and privacy policy updates, written with your team.
Sending numbers registered for texting with your SMS platform, including A2P verification.
Text history brought over when you switch SMS platforms, so past conversations stay on the record.
The real thing
Our Send SMS widget from a live Salesforce build, wired to the client's SMS platform. Every name and number is replaced with sample data.
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.
Shared templates for the whole team and personal templates for each rep.
Pick a date and time, and the text goes out on schedule.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Every inbound text without a reply. Linked to the CRM record when there is one. Stage shown next to the message. (illustrative data)
Texts on the same record as your CTM calls, sent from our widget
Two-way texting with per-user sending numbers and inbound texts that create leads
The Heymarket managed package set up and connected to your automation
SimpleTexting behind our Send SMS widget, with history on the record
Avochato conversations saved to the lead with their source
Calls, recordings and AI summaries next to the texts
Another SMS platform with an API? We build the connection
Every system we connect to Salesforce, in one list
Book a free call. We look at the SMS platform you use, how your team texts today, and show you what it would take to bring it into Salesforce.
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How it works
We look at how your team texts today, the platform you use, and what reps need to see in Salesforce.
Which records texts land on, which numbers send, which templates reps get, and how opt-in is recorded.
Built in a sandbox and tested with real texts in and out before your team relies on it.
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.
CallTrackingMetrics SMS, Sakari, Heymarket, SimpleTexting, Twilio and Avochato. If your platform has an API, we can connect it too.
No. Our widget is wired to the platform you already use, so you keep your numbers.
We set up the native app or package, then extend it with the automation, fields and reports your team needs.
Yes. Send Later lets a rep pick a date and time, and the text goes out then.
The text lands in an unmatched inbox, where a rep can match it to a record or create a new lead or opportunity from it.
We record consent in Salesforce, from your web forms and from replies, and the widget checks it before sending. Opt-outs update the record. Your team decides the policy; we build it in.
By project, not by the hour. The first call is free, and you get a project quote after it.
