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Routee + Salesforce

Add new Salesforce leads as Routee contacts

Do you want to be able to send SMS to your Salesforce leads, but find it too much of a manual work to add them to your SMS platform? This integration saves you all the hard work, by automatically adding each new Salesforce lead as a contact to your Routee account. Now you can focus on compiling the perfect text message to engage your leads.

Do you want to be able to send SMS to your Salesforce leads, but find it too much of a manual work to add them to your SMS platform? This integration saves you all the hard work, by automatically adding each new Salesforce lead as a contact to your Routee account. Now you can focus on compiling the perfect text message to engage your leads.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    RouteeRoutee
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

Related categories

  • Phone & SMS
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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