Learn more about customers through their conversations

Our integration allows you to text from a contact or lead page and records all conversations within the Salesforce interface for a complete picture of the customer journey. 

• Use our configurable widget to send & receive texts with contacts or leads.
• 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 manage all text conversations from anywhere in Salesforce or any other website.
  

“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 on the Pro plan. 

To set up the integration, please follow these instructions. 

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.