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Salesforce + Taximail

Send SMS in Taximail for new Salesforce records

Staying on top of your Salesforce activities is integral to efficient customer relationship management. By activating this Zap, you'll automatically relay custom SMS notifications when a new record is created for specified Salesforce objects such as Contacts, Leads, or Opportunities. This real-time information enables you to promptly respond to new opportunities and manage your sales pipeline more effectively.

Staying on top of your Salesforce activities is integral to efficient customer relationship management. By activating this Zap, you'll automatically relay custom SMS notifications when a new record is created for specified Salesforce objects such as Contacts, Leads, or Opportunities. This real-time information enables you to promptly respond to new opportunities and manage your sales pipeline more effectively.

  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!
    TaximailTaximail
    Send SMS

    Send a new message.

    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
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Taximail

Taximail is an email marketing platform that allows you to create professional email marketing campaigns.

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