01
Send a direct text in context
Use the configured Salesforce connection to support individual SMS communication from the customer record, instead of losing the CRM context in a separate workspace.
Salesforce SMS Integration
Let your CRM keep the messaging context close. Salesforce workflows with a direct SMS touchpoint.
Connect Salesforce and ProTexting so a team can work with supported SMS communication and message context alongside the customer records it already uses.
Available in the platform Human setup support Free trial available
How it works
A CRM integration should make a customer conversation easier to understand—not hide channel permissions or turn every record into a campaign audience.
Start with the workflow that fits your team today, then use shared audiences, inbox activity, and reporting as your messaging program grows.
02
Work from message history
Keep supported communication history close to the relationship record so the next person handling the account has meaningful context for a thoughtful response.
03
Personalize with care
Use the customer information your organization is entitled to use to make a message relevant, and always review the recipient, sender, and content before sending.
04
Make reporting useful
Combine messaging context with CRM activity to help teams understand the operational follow-up—not to imply a delivery, response, or revenue outcome that has not occurred.
Available wherever you work
Keep the right entry point close at hand
Start with your real workflow
Bring the conversation into one place
Try the full platform free, then add the tools and integrations your team needs.