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  • TextMagic logoTextMagic logo

Salesforce + TextMagic Integrations

How to connect Salesforce + TextMagic

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

  • TextMagic

    Triggers when someone calls your TextMagic number.

    Instant

    Trigger

  • TextMagic

    Triggers when you miss an incoming call to your TextMagic number.

    Instant

    Trigger

  • TextMagic

    Triggers when a new incoming message is received.

    Instant

    Trigger

  • TextMagic

    Triggers when someone unsubscribes from your communication.

    Instant

    Trigger

  • TextMagic

    Creates a new contact (or optionally edits an existing one).

    Scheduled

    Action

  • TextMagic

    Adds contact to the specified list. WARNING: Contacts cannot exist without any lists. If you want to move contacts between lists, first add it to the new list, then remove contact from the old one.

    Scheduled

    Action

  • TextMagic

    Creates a new list.

    Scheduled

    Action

  • TextMagic

    Removes contact from the specified list. WARNING: Contacts cannot exist without any lists. If you remove a contact from all lists, it will be deleted completely from your account.

    Scheduled

    Action

  • TextMagic

    Changes forwarding number on your dedicated number.

    Scheduled

    Action

  • TextMagic

    Retrieves additional information about a phone number: region-specific phone number formatting, carrier, phone type (landline/mobile) and country information.

    Scheduled

    Action

  • TextMagic

    Retrieves additional information about an email address: mailbox detection, syntax checks, DNS validation, deliverability status, and many more helpful values.

    Scheduled

    Action

  • TextMagic

    Sends a new message.

    Scheduled

    Action

  • TextMagic

    Updates contact custom field value.

    Scheduled

    Action

  • TextMagic

    Finds an existing contact by name or phone number.

    Scheduled

    Action

  • TextMagic

    Finds an existing contact list by name.

    Scheduled

    Action

  • TextMagic

    Find or Create Contact

    Scheduled

    Action

  • TextMagic

    Find or Create List

    Scheduled

    Action

How Salesforce + TextMagic Integrations Work

  1. Step 1: Authenticate Salesforce and TextMagic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
textmagic logo
textmagic logo

About TextMagic

TextMagic is a business text-messaging service for sending notifications, alerts, reminders, confirmations and SMS marketing campaigns.
Learn more

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