How to connect Salesforce + TextMagic
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Popular Salesforce + TextMagic workflows
Create leads in Salesforce from new TextMagic SMS messages
Create leads in Salesforce from new TextMagic SMS messagesPremium
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- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- 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
- Step 1: Authenticate Salesforce and TextMagic.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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