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Salesforce SMS Integration for Sales Cloud

Seamless Salesforce SMS Integration — 100% Native to Salesforce

Send and receive SMS directly inside Salesforce Sales Cloud, with every conversation captured automatically. Send unlimited bulk messages, manage one-to-one conversations, and automate follow-ups in a native Salesforce SMS integration. No Zapier, no custom development required.

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Send SMS from Salesforce with Flexible Texting Campaigns

TrueDialog offers a variety of SMS, MMS, RCS and text marketing campaign types to accommodate different business needs:

  • Send using short or long codes
  • Run manual message campaigns for targeted outreach
  • Set up flow-based messages to automate interactions
  • Configure triggered messages that send texts based on specific customer actions from inside Salesforce Sales Cloud
  • Launch unlimited bulk SMS campaigns for mass sales outreach, with no volume caps slowing down a big send
  • Schedule sends for a future date and time, right from Salesforce
  • Use AI Assistant to get suggested replies inside Comms Hub, so reps respond faster without losing their voice
  • Turn on auto-response and out-of-office replies, so no thread goes unanswered
  • Engage in one-to-one, two-way messaging for personalized communication
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Sales rep managing client SMS via TrueDialog in Sales Cloud

The Premier SMS Solution for Salesforce

Proven. Trusted. Easy. Reliable. Scalable.

TrueDelivery®

Every message is checked against carrier spam filters before it sends. Most native-only apps can’t tell you when a text silently fails. TrueDialog owns the infrastructure end to end, so we catch delivery problems before your customer does.

TrueOptOut

Use AI to detect opt-out intent that keyword matching misses, protecting against TCPA exposure with an immutable audit trail on every decision.

TrueConnect®

Running SMS across multiple CRMs — like HubSpot or Microsoft Dynamics, alongside Salesforce? TrueConnect® gives every team the same conversation, matched automatically by phone number.

G2 5 star review
TrueDialog has helped our business grow tremendously while still sticking to our strict government security standards. The Salesforce integration was one of the easiest projects that we took on.
Nicholas A

G2 Review

If It’s Not in Salesforce, Did It Even Happen?

Enable your sales reps to text prospects and customers, while automatically capturing every interaction in Salesforce Sales Cloud. Texting is a powerful way to build connections and engage leads, but without proper tracking, valuable insights are lost.

With TrueDialog’s Salesforce App, sales teams send and receive texts from their phones, web browser, or directly inside the CRM, making texting from Salesforce simple while ensuring every conversation is recorded for better analytics, smarter follow-ups, and increased revenue. And with TrueConnect, every text stays visible across your integrated CRMs, matched to the right record by phone number.

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Team sending updates through TrueDialog for Salesforce Sales Cloud

Ask AI how TrueDialog works for Salesforce Sales Cloud

Explain whether TrueDialog is a good fit for Salesforce Sales Cloud users looking to add SMS to their CRM.

Summarize how TrueDialog’s native Salesforce AppExchange app enables sales teams to send, receive, and automatically log 1:1 and bulk SMS directly inside Salesforce.

Explain how sales teams could use TrueDialog inside Salesforce Sales Cloud to automate workflows, track prospect interactions, and drive higher conversion rates.

Contact Management and Compliance

TrueDialog keeps contact management and compliance in Salesforce, where your reps already work — bulk uploads, single opt-in, keyword and AI-powered opt-out compliance, backed by SOC 2 and TX-RAMP Level 1 certification.

Opt-outs sync in real time across every connected system, so a contact who opts out once is protected everywhere. TrueOptOut adds a second layer, using AI to catch the opt-out language that keyword matching misses, with an audit trail on every decision.

And now, built-in auto-response and out-of-office replies mean every inbound text gets an immediate first reply, even when your team is at capacity or out for the day.

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Lead communication handled via SMS in Sales Cloud with TrueDialog

Why TrueDialog?

TrueDialog owns its messaging infrastructure end to end — no third-party aggregators, no middleware, no added points of failure between you and your customer’s phone. It’s a fully native AppExchange integration, so there’s nothing to install outside Salesforce. Support is white glove, 100% United States-based, with 90% of tickets answered in under an hour.

FAQs

We’ve collected frequently asked questions here so you can quickly find the answers you need.

Yes. TrueDialog’s AppExchange app lets reps send personalized 1:1 messages or schedule/trigger bulk SMS campaigns right inside Salesforce. Every message is recorded on relevant Lead/Contact/Opportunity timelines. Lists can be static or dynamic.

TrueDialog embeds SMS directly into Salesforce, so reps send and receive texts without leaving the platform. This eliminates the need for personal phones or external messaging tools, ensuring every message is logged automatically to Leads, Contacts, or Opportunities for full visibility, compliance, and team coordination.

Yes. TrueDialog’s integration for Salesforce supports native use of Salesforce Process Builder and Flow to trigger texts. You can configure automated campaigns based on any CRM data change.

TrueDialog offers a fully native Salesforce integration via the AppExchange, embedding SMS tools directly into Salesforce standard objects like Leads, Contacts, and Opportunities, as well as custom objects. Reps can send, receive, and manage text conversations inside the Salesforce UI without external apps or tab switching. It supports 1:1 messaging, mass texting, templates, automation via Flow, and full message history tied to records.

TrueDialog’s award-winning and native integration is designed for fast deployment and easy adoption. It installs directly into your Salesforce instance in minutes, and without the need for any third party connections, like Zapier. Organizations choose TrueDialog for it’s robust admin features, —including authentication, user permissions, and opt-in configuration—direct carrier connections, unmatched delivery, and US-based expert support.

Many teams run Salesforce alongside other CRMs and marketing platforms, which remain siloed from one another. TrueConnect closes that gap. Every inbound and outbound text shows up on the matching record in each TrueDialog instance on your systems, matched by phone number, so sales, marketing, and support all see the same conversation, no matter which one of your integrated tools sent the message, and without those systems having to be directly integrated with each other.

Salesforce’s native options require a separate paid add-on and comes with message caps. TrueDialog installs directly into Sales Cloud from the AppExchange, with no additional Salesforce licensing required, and includes unlimited two-way messaging, MMS, and AI Assistant out of the box — backed by infrastructure TrueDialog owns end-to-end and a U.S.-based team that answers 90% of tickets in under an hour.

Become a TrueDialog Partner

Discover the benefits of partnering with TrueDialog and learn how we work together to deliver best-in-class messaging solutions.