Loading...

Textline for Salesforce

View text conversations within your CRM

Category
CRM
Use CAses
Sales
Operations
Use Textline with Salesforce’ software suite to ensure that contacts and text message conversations are available in your customer relationship management tool (CRM).
Screenshot depicting Salesforce software and a Textline conversation taking place through the Chrome Extension
Use our Chrome extension to send texts while using your Salesforce account.

Learn more about customers through their conversations

Our integration allows you to view all text conversations and contacts from customers and sales prospects from within the Salesforce interface. 

  • All conversations you have in Textline are tracked in Salesforce.
  • Your contacts will sync between both Salesforce and Textline after integration.
  • Download the Textline Chrome extension to send and receive texts while using your Salesforce account.
“A big reason why we are using text is because we want to make sure that we're communicating with our customers in a way that feels personal. A lot of other companies are just doing automated messaging—big, mass email programs, and campaigns. And that's not our approach at all.”

—Shannon Kinet, Director of Sales Operations, Remote Year

How to install

You must be on a Salesforce plan with API access in order to use the Textline and Salesforce integration. Salesforce plans that qualify include the Performance, Developer, Unlimited, and Enterprise editions. If you are on the Professional Edition, you can gain API access by purchasing it. Read more in our Salesforce documentation here.

Our Salesforce integration is only available to Textline customers who are on the Pro plan. 

To set up the integration, please follow the instructions below:

  1. From Textline, click the Settings tab > Tools & Integrations
  2. Click Salesforce
  3. Click Connect, and enter your Salesforce login information when prompted in the pop up window. If you didn’t login in step 2, you will be asked to login in the pop up.

Textline features

  • Shortcuts — Store templates for frequently used messages.
  • Transfer — Transfer text messages, similar to transferring phone calls.
  • Notifications — Receive desktop, email, and mobile alerts.
  • Auto Responses — Use automated greetings and away messages.
  • Whispers — Leave private notes for internal team discussions.
  • Metrics — Understand customer interactions and monitor team performance.
  • MMS — Send and receive photos, videos, and attachments.
  • Address Book — Salesforce contacts sync into Textline and vice versa.

Get started with Textline for Salesforce

If your team is ready to start texting, sign up for your free Textline trial. Already have a Textline account? Get set up in minutes.

Start texting now.

Sign up for a free 14-day trial today. No credit card required.

Sign Up Now
No credit card required

Still have questions? Text us: +1 415-849-4349 or contact us here.