“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: