Salesforce & Textellent: High-ROI CRM Texting, Logged to Every Record

Sync contacts automatically and log two-way SMS to Leads, Contacts, and Cases—so teams see the full story where customers actually reply.

GET A DEMO START FREE TRIAL
98%Average open rate for texts
2–5×Faster response vs. email
MinutesTo launch with existing lists

Why Connect Salesforce & Textellent

  • Complete timelines — Every inbound/outbound SMS is logged to the Salesforce record (Lead, Contact, or Case) for full team visibility.
  • Faster follow-ups — Trigger messages with Salesforce Flow when form submissions come in, stages change, or cases update.
  • Cleaner data — New and updated Salesforce records stay synced to Textellent automatically.
  • Shared inbox & analytics — Manage replies as a team and track performance KPIs.

Secure. Reliable. Enterprise-Ready.

  • Enterprise-Grade Infrastructure — Built for scale, reliability, and performance.
  • One-Click Integrations — Connect Textellent with Salesforce in minutes.
  • Disaster Recovery (DRO) — Cross-region redundancy with 99.99% uptime.
  • Annual Compliance Audits — Rigorous security and controls verification.
  • Data Security — All customer data is encrypted during transit as well as at rest.

Set‑Up Guide

  1. Log into Textellent
  2. Go to Management options ▸ Integrations
  3. Search for Salesforce
  4. Click Install
  5. Grant permissions
  6. Enjoy the benefits!
START FREE TRIAL

Related Videos

Boost Replies & ROI with Dedicated SMS Messaging!

Boost Replies & ROI with Dedicated SMS Messaging!

Ready to level up your messaging? See how businesses are using Dedicated SMS to ditch outdated CRM texting and connect with customers in real time. From branded campaigns to instant replies—Textellent makes it easy to get noticed, get responses, and get results. ✔ More engagement ✔ Better retention ✔ Real impact Don’t settle for “just texting”—make it a growth tool. Try it out: https://textellent.com #SMSMarketing #Textellent #DedicatedSMS #MarketingTools #CustomerExperience

June 24, 2025
How a CPA Saves 10+ Hours Weekly & Boosts Revenue with Automated Messaging

How a CPA Saves 10+ Hours Weekly & Boosts Revenue with Automated Messaging

Debra Freiheit, CPA, shares how automated client messaging with Textellent helped her save hours weekly, reduce appointment no-shows, and boost client satisfaction. By automating tax deadline reminders (with simple yes/no responses for extensions), personalized client appreciation notes, and birthday greetings, she strengthened client relationships, improved workflow efficiency, and drove referrals—all while focusing on growing her practice. Got Questions? Ask below or share your biggest client communication challenge! Don't forget to subscribe and hit the bell icon for more time-saving hacks and client growth strategies! Links & Resources: Free Textellent Demo: https://textellent.com/get-a-demo Instagram: https://www.instagram.com/textellent_inc/ Facebook: https://www.facebook.com/Textellent Linkedin: https://www.linkedin.com/company/textellentinc/

January 31, 2025
From Notifications to Growth – How We Stay Connected with Clients

From Notifications to Growth – How We Stay Connected with Clients

Textellent Review | Westminster Cleaning Authority's Success Story. Josh shares how Textellent transformed the way they connect with customers.

June 23, 2025
×

Resources

How an SMS CRM Can Increase Your Productivity

How an SMS CRM Can Increase Your Productivity

Are you switching back and forth between your messaging app and CRM system? It’s a common hassle that can slow down your day, making you lose the ti...

Read More →
How to Build a Scalable Customer Engagement Strategy

How to Build a Scalable Customer Engagement Strategy

Customer engagement is one of the most important drivers of business success, but it is also often overlooked. Many businesses spend time and resource...

Read More →
How to Make Your Sales Messages to Customers Resonate More

How to Make Your Sales Messages to Customers Resonate More

Sales messages to customers give your business a direct way to connect with buyers and turn quick conversations into steady revenue. With open rates f...

Read More →