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.
