Salesforce integration with TxtSync
How to Send TxtSync SMS to a sales group for new Salesforce opportunities
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send TxtSync SMS to a sales group for new Salesforce opportunities" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate TxtSync integrations
TxtSync actions
Nekton can use any feature that is available in TxtSync API.
Using our advanced AI, you can easily create custom automations for TxtSync.
Here are some typical actions you can do in your automated workflows.
Bulk SMS
Sends out bulk SMS from a Sender ID or E164 number to a tag group.
Create Contact
Creates a contact and allows tags to be applied to the contact.
Find or Create Contact
Search for contact by name, number or external reference.
Update Contact
Updates a contact.
Send SMS
Sends out a single SMS from a Sender ID or E164 number to a destination number.
Find or Create Contact
Search for contact by name, number or external reference.
About TxtSync
TxtSync is an SMS platform that allows applications to easily, and reliably send and receive low cost SMS globally.