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Salesforce Sales Cloud SMS Integration

Seamless Enterprise SMS—100% Native to Salesforce

TrueDialog’s AppExchange app integrates flawlessly with Salesforce clouds, empowering personalized bulk campaigns & effortless 1-to-1 text messaging.

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Trusted by Leading Brands

The Premier SMS Solution for Salesforce

Proven. Trusted. Easy. Reliable. Scalable

G2 5 star review
TrueDialog has helped our business grow tremendously while still sticking to our strict government security standards. The Salesforce integration was one of the easiest projects that we took on.
Nicholas A

G2 Review

Maximize Engagement with Flexible SMS Campaigns

TrueDialog offers a variety of SMS marketing campaign types to accommodate different business needs:

  • Using short or long codes
  • Run manual message campaigns for targeted outreach
  • Set up workflow-based messages to automate interactions
  • Configure triggered messages that send texts based on specific customer actions from inside Salesforce Sales Cloud.
  • Launch bulk SMS messaging campaigns for mass sales outreach (with higher sender limits than others)
  • Leverage one-to-one, two-way messaging for personalized communication

Whether sending bulk or one-to one, whether sending messages manually or automating campaigns, TrueDialog provides flexible options for your strategy.

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Sales rep managing client SMS via TrueDialog in Sales Cloud

If It’s Not in Salesforce, Did It Even Happen?

A texting integration that drives revenue. Enable your sales reps to text prospects and customers—while automatically capturing every interaction in Salesforce Sales Cloud.

Texting is a powerful way to build connections and engage leads, but without proper tracking, valuable insights are lost.

With TrueDialog’s Salesforce App, sales teams send and receive texts from their phones or web browser, ensuring every conversation is recorded for better analytics, smarter follow-ups, and increased revenue.

New! Bi-directional integration with Salesforce Marketing Cloud

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Team sending updates through TrueDialog for Salesforce Sales Cloud

Why TrueDialog?

See why thousands of brands partner with us to power their SMS communications.

Effortless Contact Management with Built-in Compliance

TrueDialog simplifies contact management by allowing businesses to bulk upload contacts directly into Salesforce, ensuring a seamless data import process.

The platform also supports single opt-in functionality, making it easy for customers to subscribe to SMS communications.

Additionally, TrueDialog ensures opt-out compliance by keyword, helping businesses stay compliant with industry regulations while providing customers with a clear and easy way to manage their preferences.

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Lead communication handled via SMS in Sales Cloud with TrueDialog

FAQs

We’ve collected frequently asked questions here so you can quickly find the answers you need.

Yes. TrueDialog’s AppExchange app lets reps send personalized 1:1 messages or schedule/trigger bulk SMS campaigns right inside Salesforce. Every message is recorded on relevant Lead/Contact/Opportunity timelines. Lists can be static or dynamic.

TrueDialog embeds SMS directly into Salesforce, so reps send and receive texts without leaving the platform. This eliminates the need for personal phones or external messaging tools, ensuring every message is logged automatically to Leads, Contacts, or Opportunities for full visibility, compliance, and team coordination.

Yes. TrueDialog’s integration for Salesforce supports native use of Salesforce Process Builder and Flow to trigger texts. You can configure automated campaigns based on any CRM data change.

TrueDialog offers a fully native Salesforce integration via the AppExchange, embedding SMS tools directly into Salesforce standard objects like Leads, Contacts, and Opportunities, as well as custom objects. Reps can send, receive, and manage text conversations inside the Salesforce UI without external apps or tab switching. It supports 1:1 messaging, mass texting, templates, automation via Flow, and full message history tied to records.

TrueDialog’s award-winning and native integration is designed for fast deployment and easy adoption. It installs directly into your Salesforce instance in minutes, and without the need for any third party connections, like Zapier. Organizations choose TrueDialog for it’s robust admin features, —including authentication, user permissions, and opt-in configuration—direct carrier connections, unmatched delivery, and US-based expert support.