How to connect Textdrip + Salesforce
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Add new Salesforce leads as contacts in Textdrip drip campaigns
Add new Salesforce leads as contacts in Textdrip drip campaignsPremium
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Drip Campaign IDRequired
Login to Textdrip.co and navigate to My Drips to select your drip campaign ID
Full NameRequired
First and last name of the contact you want to add to Textdrip (i.e. John Smith).
Phone NumberRequired
Phone number of the lead you would like to add to Textdrip (i.e. +15551234567).
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItDisclaimer
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Salesforce ObjectRequired
Pick which type of object you want to watch for changes on.
Try ItCampaignRequired
Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ContactRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
To NumberRequired
Phone number you are sending a text message to.
Message BodyRequired
The message you would like to send in Textdrip.
Salesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItSalesforce ObjectRequired
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItSalesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to LinkRequired
FileRequired
The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
VisibilityRequired
Specifies whether this file is available to all users, internal users, or shared users.
How Textdrip + Salesforce Integrations Work
- Step 1: Authenticate Textdrip and Salesforce.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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