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MessageDesk + Salesforce

MessageDesk + Salesforce integrations

Create or update MessageDesk contacts from new Salesforce contacts

When contacts live in Salesforce, your operations team often has to copy them into MessageDesk by hand before they can send a text. This integration creates or updates a MessageDesk contact each time a new contact is added in Salesforce, using the phone, email, and name fields you choose. Office and field teams always have current contacts ready to text without manual imports.

When this happens...
New ContactTriggers when a new Contact is created.
TriggerPolling
automatically do this!
Create or Update ContactCreates a new contact or updates an existing one.
ActionWrite

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More things you can do with Salesforce and MessageDesk

Discover other triggers and actions you can use with Salesforce and MessageDesk

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
- Workspace Number To Create Comment For
  Required
- To Number To Create Comment
  Required
- Comment Text
- Media Url
- Mentions
Action
Write
- Workspace Name
  Required
- Workspace Number To Send From
  Required
- Numbers to Send Message To
  Required
- Message Text
- Media Url
Action
Write
- Workspace Name
  Required
- Workspace Number To Send From
  Required
- Number To Send Message To
  Required
- Message Text
- Media URL
Action
Write
- Workspace Name
  Required
- Search Text
  Required
Action
Search
- Workspace Name
  Required
- Search Text
  Required
- Workspace Number
  Required
- Contact Number
  Required
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
Trigger
Instant
Try It
- Workspace Name
  Required
- Contact Phone Number
  Required
- Contact Email
- First Name
  Required
- Last Name
Action
Write
- Workspace Name
  Required
- Phone
  Required
Action
Write
- Workspace Name
  Required
- Workspace Number To Send From
  Required
- Message Text
- First Number
  Required
- Second Number
  Required
- Third Number
- Fourth Number
- Fifth Number
- Sixth Number
- Seventh Number
- Media Url
Action
Write
- Workspace Name
  Required
- Search Text
  Required
Action
Search
- Workspace Name
  Required
- Search Text
  Required
- Contact Phone
  Required
- Contact Email
- First Name
  Required
- Last Name
Action
Search or write

About MessageDesk

MessageDesk is a shared team inbox for business texting. Use it to route, assign, label, and automate messaging workflows.

HelpHelp

Related categories

Communication

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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