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SMS Integrations with
CRMs and Marketing Automation Platforms

TrueDialog simplifies integrated SMS with scalable, native text integrations for leading CRMs and Marketing Automation Platforms – no developers required. Built for frontline teams, our platform supports two-way messaging, campaigns, workflows, and activity tracking – all backed by enterprise-grade reliability and award-winning support.

Connect SMS to the Tools You Already Use

TrueDialog offers native SMS integrations with leading CRMs and MAPs

Salesforce Sales Cloud

Send and receive SMS directly within Salesforce’s Sales and other native clouds. TrueDialog’s native SMS CRM integration logs messages automatically and supports workflow-triggered texts for sales and service teams. Installs in minutes.

Dynamics 365

Add SMS to Microsoft Dynamics 365 to automate CRM messaging and improve customer communication. TrueDialog ensures secure, compliant delivery.

Hubspot

TrueDialog’s native HubSpot app enables bulk and 1:1 texting, automated workflows, and real-time reporting—all within HubSpot.

Microsoft 365

Use TrueDialog with Microsoft 365 tools like Outlook and Teams to embed SMS into your business processes, from customer support to internal alerts.

Salesforce Marketing Cloud

Add SMS steps into your customer journeys and boost engagement with TrueDialog’s native integration for Salesforce Marketing Cloud. Designed for enterprise scale and compliance.

Marketo

Integrate SMS into Marketo campaigns to send personalized, behavior-based messages. TrueDialog supports automation and analytics for better performance.

Why Integrate SMS with
Your CRM or Business Tools?

No need for Developer Support. Our native integrations install quickly, work within the systems your team is already working in, and give you the best administrative controls available. Centralize communication, and empower teams to engage customers faster—with better tracking, compliance, and scalability.

Frequently Asked Questions

Discover how TrueDialog’s SMS platform helps automate communication, boost engagement, and support compliance at scale.

TrueDialog offers native, no-code integrations with leading CRMs and marketing automation platforms including Salesforce, HubSpot, Marketo, Eloqua, and Microsoft Dynamics 365 (Teams and Outlook). These are direct integrations—no middleware or third-party connector required—allowing messages, opt-outs, and responses to sync automatically across systems.

The TrueDialog for Microsoft 365 integration embeds enterprise SMS directly within Teams, Outlook, and Dynamics 365, enabling users to send and receive texts without leaving their workflow. Conversations are logged automatically in Dynamics 365, and message threads are accessible across users for continuity and compliance.

Native integrations are built and supported directly by TrueDialog, offering faster performance, stronger data security, and guaranteed deliverability through our direct carrier connections. Middleware tools like Zapier or Make can connect systems, but they add latency and costs, increase compliance risk, and aren’t ideal for regulated industries like higher education or financial services.

Opt-outs are synced bi-directionally between TrueDialog and connected platforms (e.g., Salesforce, HubSpot, or Marketo) in real time. When a contact replies STOP or opts out in one system, that status is immediately reflected everywhere, ensuring TCPA and CTIA compliance without manual updates or data gaps.

Yes. TrueDialog’s integrations support custom field mapping, segmentation, and triggered workflows within each connected CRM or marketing platform. You can align SMS engagement data (opens, clicks, replies) with lead scoring, automation rules, or enrollment campaigns. No code required and all managed within your existing tools.

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