Salesforce Integration Version 4.0
We are thrilled to introduce the newest version of our Salesforce integration, designed to streamline and automate the way your team connects with leads and customers. With new features like contact sync, embedded messenger, SMS-enabled automated workflows, and batch note logging, you can drive personalized engagement directly from Salesforce like never before.
What’s new in Salesforce Version 4.0:
Embedded messenger within Salesforce: You can now send and receive text messages from TextUs Messenger component within Salesforce, allowing you to engage with prospects and customers without leaving your CRM.
Automatically sync contacts and leads: Contact syncing automatically imports Contacts and Leads from Salesforce into TextUs, so you can view the most up-to-date contact information to personalize your messages with confidence.
Add SMS to Salesforce automated workflows: Drive engagement with personalized messaging by building SMS into your Salesforce automated workflows with Flow Builder.
Log conversations in batches: Consolidate conversation records with batch note logging for more cohesive notes that are easier to review.
To learn more about how to set up and use these new features, see our Salesforce documentation.
Note: If you’re already using a previous version of our Salesforce integration, to switch to Version 4.0 you must do the following:
In your settings, make sure your API key and account slug are added and up-to-date.
Export user and account information
Organization admins can now export user and account information directly from your TextUs Team Management settings. Just click export and we’ll send a CSV file to you by email. This feature also allows you to schedule regularly occurring exports in order to stay up-to-date on the users and accounts within your organization.
To learn more about how to export a list of all users on an account, please see Export user information. For how to export a list of all accounts within an organization, see Export account information.
Duplicate contact management during import
We’ve updated our contact import process in order to prevent the creation of duplicate contact records, keeping your contact data clean and consistent. If a duplicate phone number is found while importing via CSV upload or Find Numbers, we will now do the following:
Notify the user that a duplicate contact has been found in the import list.
Update the existing contact record with any new information from the duplicate record. Imported data will update current fields. If there is no new information in a given field, the existing information in that field will be preserved.
Add any new tags from the duplicate record to the tags already on the existing record. No existing tags will be overwritten or removed.
Provide a list of all contacts that have been updated once the import is complete. This list is separate from the list of all newly created contacts.
Note: This change does not affect duplicate contacts that have already been created from previous imports. We are working to expand our duplicate contact management options for existing contacts, but this feature currently only prevents new duplicate contacts from being created.