Salesforce integrations
Integrate messaging services with Salesforce
The SmartDialog service platform has a direct integration for implementing messaging services from Salesforce Service Cloud and Sales Cloud services. With SmartDialog integrations, you can easily use SMS messages in Salesforce sales and customer communication processes. Get the Salesforce integration from Arena Interactive or Salesforce AppExchange.
With SmartDialog Salesforce integration, you can build customer dialogs as part of Salesforce processes. Send and receive messages in SMS channels, automatically and manually. Keep your customer information up to date when you synchronize contacts between Salesforce and messaging services.
SmartDialog’s modern API connects directly to Salesforce’s Sales and Service Cloud solutions. You can manage the integration’s messaging traffic also with the SmartDialog web interface, where you can see detailed messaging statistics and message events.
Integrations in the Salesforce ecosystem
1- and 2-way SMS API: Salesforce Service Cloud, Salesforce Sales Cloud, Process Builder workflows
Operator connections, short codes, long codes
Inbound and outbound messaging services
Sending and receiving messages as part of Salesforce processes
Individual and group messages, campaigns, personalization, manual, scheduled, automated messages
Contact data management
Connecting messages to Salesforce contacts and leads
Creating and removing contacts from groups
Updating and syncronizing data
Messaging services monitoring
MT/MO message tracking
Message log download, service-specific message traffic reports
24/7 technical support
Benefits of Salesforce integration
Outbound messages
Integrate SMS gateway and contact management with marketing automation.
Inbound messages
Receive messages by integrating 2-way messaging with Salesforce.
Process Builder
Enhance customer messaging by connecting SmartDialog to Sales Cloud processes with Process Builder.
Delivery security and reliabilit
Messages are delivered quickly and confirmation of their delivery is provided.
Versatile reporting options
Monitoring of message traffic and delivery, accurate message log statistics.
Monitoring and support 24/7
We monitor our services and their delivery reliability 24/7.
Use cases and references
Integrate SmartDialog SMS messages in Salesforce with communications, customer contact and customer service processes. Send order confirmations, thank you messages, customer service messages. Receive orders, payments and donations, collect feedback.
Salesforce SMS – SOS Lapsikylä
SmartDialog's SMS messaging services integrated with Salesforce services
Salesforce integration – explore features and API documentation
Combine Salesforce integration with other SmartDialog services
SmartDialog
SmartDialog includes several messaging services that you manage with an easy-to-use interface.
Survey services
Create NPS and opinion surveys with SmartDialog. Send surveys and receive feedback via SMS messages.
SMS verification
Enable SMS verification for two-step authentication, which can be used to send authentication codes.
Sending codes
You can automatically connect the distribution of promo codes to your customer service systems via 2-way APIs.
Implementing Salesforce integration
SmartDialog license
Integration requires a SmartDialog license and messaging services: 1- or 2-way depending on whether there is a need to send or receive messages.
Numbers and connections
The acquisition of SMS numbers required for integration and the management of connections are handled on a turnkey basis through us.
SmartDialog connector
We provide instructions and an installation link to easily connect the connector to Salesforce Sales Cloud workflows and communications.