Salesforce + Texto

What is Salesforce?

Salesforce is the world's largest CRM platform, used by businesses of all sizes to manage customer relationships, track deals, and automate sales processes. It's the go-to CRM for enterprise and mid-market businesses in Australia.

1. 1
   Sign up for a free Texto account at app.texto.com.au
2. 2

   Log into Zapier and click 'Create Zap'

3. 3

   Choose Salesforce as your trigger app

4. 4

   Select the trigger event (e.g. 'New Lead', 'Updated Opportunity')

5. 5

   Connect your Salesforce account and configure the trigger

6. 6

   Choose Texto as your action app

7. 7

   Select 'Send SMS' as the action event

8. 8

   Connect your Texto account with your API key

9. 9

   Map the phone number from Salesforce to the Texto recipient field

10. 10

    Compose your SMS message using Salesforce data fields

11. 11

    Test your Zap and turn it on