SimpleTexting + Salesforce integrationSend SimpleTexting messages from the Salesforce record
Your team texts with SimpleTexting and works in Salesforce. We connect the two through the SimpleTexting API and our own Send SMS widget, so reps text from the record and every message stays with the lead.
- Send texts from Salesforce through SimpleTexting
- Templates, a segment counter and Send Later on the record
- Every text saved to the lead or opportunity
900+ integrations completed · Salesforce partner · We sign BAAs
- • Text history
- • Outbound text
- • Sending number
- • Scheduled texts
Texting outside the CRM
When reps text from the SimpleTexting app, the conversation does not reach Salesforce. The next rep does not know what was said, and nobody can report on it.
What it does
What the SimpleTexting + Salesforce integration handles
Send SMS from the record
Our widget on the lead or opportunity sends through SimpleTexting, with the phone picker, a custom number and a segment counter.
Templates
Shared templates for the team and personal ones for each rep, picked in one click.
Send later
Schedule a text for a date and time, straight from the record.
SMS history on the record
Texts listed on the record with direction and time, so anyone can read the conversation first.
Sending number rules
Rules decide which SimpleTexting number each text goes out from.
Opt-in checked
The widget checks the opt-in field on the record before it sends.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect SimpleTexting to Salesforce.
AimingThe real thing
See it in Salesforce
Our Send SMS widget from a live Salesforce build, wired to SimpleTexting. 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
SimpleTexting + Salesforce integration: both directions, field by field
- Outbound textSent from the widget on the record
- Sending numberPicked by your rules
- Scheduled textsSent at the date and time the rep set
- Text historyShown on the lead or opportunity
See your own SimpleTexting + 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
SimpleTexting + Salesforce integration: the hard parts, already solved
Phone fields that change
The widget picks up every phone field on the record and refreshes when one is updated.
Numbers not on the record
Reps can type a custom number, and save it to the record so the conversation stays attached.
More than one text
The segment counter shows how many messages a long text will be split into before it is sent.
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 SimpleTexting + 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 SimpleTexting + Salesforce integration is for
- Teams texting with SimpleTexting and working in Salesforce
- Reps who want to text without leaving the record
- Managers who need texts on the lead for follow-up
SimpleTexting + Salesforce integration FAQ
How do SimpleTexting and Salesforce connect?
Through the SimpleTexting API and our Send SMS widget, a Lightning Web Component on the Salesforce record.
Do we keep our SimpleTexting numbers?
Yes. Texts go out through your SimpleTexting account and numbers.
Can reps use templates and schedule texts?
Yes. Shared and personal templates, and Send Later with a date and time.
Can you add more, like alerts or reports?
Yes. Salesforce can be changed in any way, so we build the flows, fields and reports your team needs around the texting.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.