Salesforce SMS Integration: Text, Call & Automate from Any Salesforce Record

Seamlessly integrate Salesforce with Salesmsg, whether you use the Lightning or Classic versions, to send SMS, make calls, automate messaging with flows, and power your team with a native texting & calling experience.

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Salesforce Lightning & Classic Compatibility

Salesmsg works seamlessly across both Salesforce Lightning and Classic. Install from AppExchange and get started instantly.

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2-Way Texting & Calling Inside Salesforce

Send and receive SMS, MMS, and calls without switching tools. Every interaction syncs instantly to Salesforce Activities – 100% automated.

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Robust Salesforce Workflows &  Automation

Trigger personalized messaging with Salesforce flow SMS actions, keyword automations, and Campaign enrollment.

Salesforce SMS Integration in Action

Effortlessly create, send, receive, automate, and manage conversations all-in-one place.

2-Way Messaging

Send SMS From Any Salesforce Record, Including Custom Objects

Send SMS, MMS, and RVM from Leads, Contacts, Opportunities, Cases, Campaigns, and Custom Objects. The fastest Salesforce SMS experience for Lightning and Classic.

SMS widget on Standard + Custom objects

Mass texting & RVM via Lists & Campaigns

Rich media + Salesforce field personalization

Built-In Calling

Make Calls Directly Inside Salesforce Using Your SMS Numbers

Make and receive calls inside Salesforce with instant syncing to Activities. Use the same numbers for SMS and voice for a completely unified CRM communication workflow.

Click-to-call from any Salesforce record

Inbound & outbound calling

Call recordings & Voicemail logging

Smart Automation

Trigger Personalized SMS Through Salesforce Flow Actions

Send SMS from flows, send as Record Owner, enroll contacts in campaigns, apply tags, and sync contact updates – all with Salesforce Flow actions.

Send SMS from any flow

Record Owner-based sending

Create & update Salesmsg Contacts in flow

Live Activity Sync

Sync SMS & Activity to Any Salesforce Object

Enable Salesmsg on any Salesforce object, including Custom Objects. Map phone fields, sync activity, and use SMS at every step of your workflow with native object support.

Texting on all Objects

Map & manage Custom phone fields

Link Custom Object records to Contacts

Coming in 2026

Built for Salesforce Agentforce

Salesmsg is evolving into the Agent-Native SMS Platform for Agentforce, aligning with Salesforce’s MCP vision and the autonomous agent ecosystem.

  • Next-generation Agentforce SMS platform.
  • Seamless connection with MCP workflows.
  • Intelligent agent operations.

Trusted by some of the best companies in the world...

Brandon Beard

President

DuxxBak 4X’d Customer Response Rates with  Salesforce SMS Integration

"The Salesforce integration made this a no-brainer.
Our team didn’t have to learn a new system. Texting just became another tool inside Salesforce—and the response rates speak for themselves."

What Salesmsg Users Say

“Instantly increased response rates by 52%
From task automation to workflow integration, Salesmsg has allowed us to move forward and innovate getting us an almost immediate increase in response rate by 52%. Everyone loves the service too! So glad I found Salesmsg!
Joe Ben Zvi
Joe Ben-Zvi
COO
“Immediate ROI in our first week!
This is the app we've been dreaming about after months of manually using other phone line services that didn't integrate with our CRM. Our team finds it incredibly easy to use. It's a no-brainer must-have tool for your business.
Patrick Conley
CEO
“The BEST SMS app!

This is one of the best SMS and call apps I have encountered so far. It integrates with ActiveCampaign and also lets me record calls. The call quality is great and the setup is easy. The customer support is great and new features are added all the time.
Dr. Christine Sauer
CEO & Founder
“15X ROI in less than an hour
WOW! We started using Salesmsg on Monday morning and in less than an hour received 15X ROI on our initial investment! We absolutely love how easy Salesmsg is to engage with our leads and customers with texting.
Sarah Bigby
Inside Sales
“Boosted webinar attendance to 90%
Salesmsg is just what we need to build the relationships with our clients. We had another campaign we did using SMS - an offline seminar meeting, where 90% of attendees confirmed that they showed up only because they got the SMS reminders.
Michal Koziol
CEO
“72% increase in outreach engagement
We were limited to emails and leaving voicemails when a client was unavailable to answer the phone. The advantage Salesmsg gives us is quicker response times and an all-inclusive contact strategy increasing our outreach engagement by 72%!
Kevin Jimeno
CEO
Built to meet highest compliance standards
We built robust tools and safeguards to protect, keep you safe, and
keep you compliant.
SOC2 compliance
Enterprise-grade security backed by a completed SOC 2 Type II certification, ensuring your data is protected by independently audited controls.
HIPAA compliance
Secure messaging and calling supporting HIPAA compliance for teams communicating with patients and protected health information.
TCPA compliance
Equipped with opt-out management, double opt-in, and many other robust features to keep you on the right side of the law.
Salesforce SMS integration FAQs
Is individual integration required for members to link their Salesmsg accounts with their Salesforce accounts?

No, individual integration is unnecessary, as the Organization Owner automatically connects all members with their respective Salesforce accounts.

Can a Salesforce user utilize Salesmsg within Salesforce without a Salesmsg account?

That user will not be able to do 2-way texting from their own Salesforce account.

How do I set up SMS in Salesforce?

Install the Salesmsg package from the Salesforce AppExchange, connect your org in Salesmsg's integration settings, add the SMS widget to your page layouts using App Builder, and start texting from any Lead, Contact, or Opportunity record. The full setup takes under 10 minutes. Your Organization Owner connects once - every team member gets access automatically.

How do I send SMS from Salesforce?

Open any Lead, Contact, Opportunity, or Case record in Salesforce. The Salesmsg widget shows your full conversation history with that contact. Type your message and hit send. It logs to Salesforce Activities automatically - no copy-paste, no manual notes.

Does Salesmsg work with Salesforce Lightning and Classic?

Yes, Salesmsg supports both Lightning and Classic. Install from AppExchange once and it works across both experiences. The SMS widget is compatible with App Builder page layouts in Lightning and Visualforce pages in Classic.

How is Salesmsg different from Mogli or 360 SMS App?

Mogli and 360 SMS App are SMS-focused tools built primarily for Salesforce. Salesmsg adds built-in calling on the same number you text, a shared team inbox, and a mobile app - making it a better fit for sales teams that need voice and text in one place. Salesmsg also offers native HubSpot integration, so if your org uses both CRMs, you don't need two separate messaging platforms.

Does Salesmsg support bulk SMS from Salesforce?

Yes. You can send mass texts directly from Salesforce Lists and Campaigns. Salesmsg handles 10DLC registration and TCPA opt-out compliance for bulk sends - so your team can reach large contact lists without manual compliance management.

How does Salesmsg handle 10DLC and TCPA compliance?

Salesmsg supports 10DLC brand and campaign registration, automatic opt-out handling (STOP replies instantly suppress future messages), and opt-in tracking per contact. Every sent and received message is logged with a timestamp for audit purposes. If you need help with 10DLC registration, Salesmsg's support team walks you through it.

Is individual setup required for each Salesforce user?

No. The Organization Owner in Salesmsg connects the Salesforce integration once. All team members are connected automatically under that org. Individual users don't need to configure their own integration - they can start texting from Salesforce as soon as the admin completes the setup.

What are the indicators of a disconnected integration?

Up to 5 distribution rules per inbox: simultaneous ring, round robin, linear round robin, or CRM-based routing via HubSpot.

Is it possible to link a single Salesforce account to multiple Salesmsg accounts?

Yes, you can. To enable this feature, please reach out to us.

From where can I access and download Salesmsg Salesforce Packages?

You can download the Salesmsg Salesforce Packages from the following link: Salesmsg Salesforce Package.

Your team's already in Salesforce. Now they can text from it.
Add SMS and calling to every Salesforce record - without asking your team to open another app.

Build HIPAA-Compliant Healthcare Automations by Integrating Salesmsg With Keragon

Connect Salesmsg with 300+ healthcare software vendors using Keragon’s HIPAA-compliant automation platform. Create secure patient communication workflows with no coding required and full data protection compliance!