BulkGate + Salesforce Integration

Integrate BulkGate to Salesforce in one click, or tell Integrately AI how you want each lead handled. Enrich leads, update your CRM, alert your team, and trigger follow-up SMS messages automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • BulkGate
    Get Delivery Reports in BulkGate Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • BulkGate
    Send notification SMS in BulkGate
  • BulkGate
    Send Bulk SMS in BulkGate
  • BulkGate
    Check Credit Balance in BulkGate
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for BulkGate + Salesforce Integration

Send notification messages, create CRM records, update contacts, track delivery reports, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + BulkGate Integration

Send BulkGate message for new Salesforce record

Automatically sending a BulkGate message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - BulkGate integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a BulkGate message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + BulkGate Integration

Send BulkGate message for new Salesforce task

With this Salesforce - BulkGate integration, whenever a new task is created in Salesforce, message will be sent via BulkGate. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + BulkGate Integration

Send BulkGate message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending BulkGate message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - BulkGate integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your BulkGate + Salesforce flow

Teams often want to sync campaign contacts, email updates, and support logs once the core BulkGate and Salesforce flow finishes. Pick a combination and activate it in one click.

BulkGate
Salesforce
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
ZendeskZendesk (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
S
H
B
Create a HubSpot contact for every new Salesforce lead, and send a notification SMS via BulkGate.
New Salesforce leads appear in HubSpot as contacts instantly, while BulkGate sends out an automated SMS alert so your team never misses an inbound prospect.
S
H
B
When a Salesforce account is created, create a HubSpot company and check your BulkGate credit balance.
New Salesforce accounts sync to HubSpot immediately, and BulkGate checks your credit balance to ensure messaging capacity remains available.
S
H
B
When a Salesforce contact is updated, update the HubSpot contact record and send a BulkGate SMS notification.
Updated contact details in Salesforce instantly refresh your HubSpot records while BulkGate triggers a confirmation text message.
S
H
B
When a Salesforce task is created, create a HubSpot task and send a bulk SMS in BulkGate.
New Salesforce tasks appear in HubSpot automatically, and BulkGate initiates a bulk SMS campaign to keep stakeholders informed.

Supported triggers and actions for BulkGate and Salesforce

Mix and match to build the exact automation you need

BulkGate
BulkGate Triggers & Actions
Instant
Get Delivery Reports in BulkGate
Triggers the automation when delivery reports are received
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Send notification SMS in BulkGate
Sends a notification sms
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Send Bulk SMS in BulkGate
Sends bulk sms messages
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Check Credit Balance in BulkGate
Retrieves and display the current credit balance for the user
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record in Salesforce
Searches for a record within a given database
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Update record in Salesforce
Updates a record with new information
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with BulkGate + Salesforce?

Streamline your communication and CRM workflows by connecting every message and record event automatically.

What you can automate?
🚀
Trigger SMS messages from new Salesforce leads
Send personalized text messages through BulkGate the moment a new lead is created in Salesforce. Keep your prospects engaged without lifting a finger.
📋
Capture every submitted contact detail
Sync complete contact information and custom fields between BulkGate delivery reports and Salesforce records. Ensure your database remains accurate and exhaustive.
🔔
Alert team members on critical record updates
Notify your staff via SMS whenever a high-value opportunity or account is updated in Salesforce. React instantly to critical business developments.
🔀
Route communications based on lead properties
Send different bulk SMS campaigns depending on the specific field values submitted in your Salesforce records. Tailor your messaging to each audience segment.
🔄
Keep Salesforce updated with delivery reports
Automatically update Salesforce tasks and contact records whenever delivery status reports come in from BulkGate. Track your messaging success in real time.
🔍
Search and update existing records safely
Check if a contact or account already exists in Salesforce before processing messages, preventing duplicate entries and messy data.
💳
Monitor credit balances automatically
Check your BulkGate credit balance whenever major cases or quotes are updated in Salesforce. Ensure your account always has sufficient messaging capacity.
🔗
Extend your workflow to Google Sheets
Log every Salesforce record update and BulkGate SMS dispatch into Google Sheets for deeper reporting and team visibility.
And much more...

Who is BulkGate + Salesforce integration for?

Connecting BulkGate and Salesforce helps revenue, support, and marketing teams eliminate manual data entry, streamline communication, and keep client pipelines fully synchronized.

Sales Managers
Sales Managers
Customer Support Teams
Customer Support Teams
Account Executives
Account Executives
Marketing Operations Leads
Marketing Operations Leads
Business Development Reps
Business Development Reps
Operations Specialists
Operations Specialists
📈
Sales Managers
You're reviewing campaign metrics in Salesforce, but lead records are missing crucial communication history because SMS updates live elsewhere — automating both apps means every message log syncs directly to your CRM records.
Customer Support Teams
You're handling urgent tickets in Salesforce, but outbound SMS follow-ups are sent manually after long delays, leaving customers waiting — with this integration, critical alerts trigger instantly when account records change.
🤝
Account Executives
You're tracking client opportunities in Salesforce, but coordination updates fail to reach customers on time through text channels — this integration means every record update instantly dispatches the right notification message.
📊
Marketing Operations Leads
You're launching large-scale outreach campaigns through BulkGate, but customer response statuses are never reflected back in your CRM leads — automating both apps means every delivery report updates your database automatically.
👥
Business Development Reps
You're qualifying incoming prospects in Salesforce, but manual handoffs cause massive delays before outreach SMS messages are sent — connecting these apps means every new lead triggers immediate communication.
🗂️
Operations Specialists
You're maintaining client data across separate systems, but missing transaction logs create blind spots in your pipeline history — with this integration, every task and record change stays perfectly aligned.
Our team

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Why choose Integrately to automate BulkGate + Salesforce

Build and manage your BulkGate + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect BulkGate + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect BulkGate to Salesforce?
Frequently Asked Questions
You can connect BulkGate to Salesforce in one click using 42,000+ active users' favorite automation platform. Start with ready-made workflows or ask Integrately AI to build the integration for you. You can also connect additional apps like Hubspot, Mailchimp, and Google Sheets.
Can I send BulkGate SMS messages automatically when a new lead is created in Salesforce?
Frequently Asked Questions
Can I connect BulkGate, Salesforce, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for BulkGate and Salesforce?
Frequently Asked Questions
How do delivery reports work with BulkGate and Salesforce automations?
Frequently Asked Questions
Can I update Salesforce records when BulkGate messages are sent?
Frequently Asked Questions
Do I need coding skills to set up BulkGate and Salesforce workflows?
Frequently Asked Questions
Is the BulkGate and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect BulkGate or Salesforce With 1500+ Other Apps

BulkGate
Popular BulkGate Integrations
Connect BulkGate to CRMs, email tools, and messaging platforms to manage and follow up on your outreach.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with accounting, project management, and reporting tools to keep data working across your stack.