MessageBird + Salesforce Integration

Integrate MessageBird to Salesforce in one click, or tell Integrately AI how you want each lead handled. Send instant text messages, create contacts, alert your team, and keep records updated automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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  • 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
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    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
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    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for MessageBird + Salesforce Integration

Send instant text messages, create contacts, update records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + MessageBird Integration

Send MessageBird message for new Salesforce record

Automatically sending a MessageBird message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - MessageBird 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 MessageBird message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + MessageBird Integration

Send MessageBird message for new Salesforce task

With this Salesforce - MessageBird integration, whenever a new task is created in Salesforce, message will be sent via MessageBird. 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 + MessageBird Integration

Create MessageBird contact for new Salesforce record

Are you tired of manually creating MessageBird contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create MessageBird contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic MessageBird {{action.Contact} creation!
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Salesforce + MessageBird Integration

Send MessageBird 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 MessageBird 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 - MessageBird integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Salesforce + MessageBird Integration

Create MessageBird contact for new Salesforce contact

If you're using Salesforce to manage your sales leads, it's important to also use MessageBird to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesforce, a corresponding contact will automatically be created in MessageBird.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Salesforce + MessageBird Integration

Send MessageBird message for new Salesforce contact

Anytime a new contact is added to your Salesforce, automatically send them a message through MessageBird letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Salesforce - MessageBird integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your MessageBird + Salesforce flow

Streamline your communication and CRM workflows by connecting extra apps to your core integration. Pick a combination and activate it in one click.

MessageBird
Salesforce
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HubspotHubspot (3)
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CalendlyCalendly (3)
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SlackSlack (3)
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GmailGmail (3)
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StripeStripe (3)
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ZendeskZendesk (3)
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M
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When a Salesforce lead is created, send an SMS in MessageBird and create a contact in HubSpot.
New Salesforce leads trigger instant MessageBird text messages while automatically creating contacts in HubSpot, keeping your communication and CRM aligned.
S
M
H
When a Salesforce task is updated, send a voice message in MessageBird and update the deal in HubSpot.
Salesforce task updates trigger MessageBird voice messages and update HubSpot records instantly, keeping teams informed.
S
M
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Use Claude to evaluate new Salesforce leads, send a MessageBird SMS, and update HubSpot.
Claude analyzes new Salesforce leads to trigger targeted MessageBird text messages and update HubSpot records automatically.

Supported triggers and actions for MessageBird and Salesforce

Mix and match to build the exact automation you need

MessageBird
MessageBird Triggers & Actions
No trigger is available
Send SMS in MessageBird
Sends a text message to particular recipients
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Create Contact in MessageBird
Adds a new contact to the database
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Add contact to group in MessageBird
Updates contact group membership
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Send Voice Message in MessageBird
Sends a voice message to a designated recipient
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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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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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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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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
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What can you automate with MessageBird + Salesforce?

Connect your communication channels and CRM data to run messaging workflows without manual data entry.

What you can automate?
📱
Send SMS messages automatically from Salesforce triggers
Trigger instant text messages in MessageBird whenever a new lead or contact is created in Salesforce. Keep your communication timely without lifting a finger.
📋
Capture every submitted detail in messages
Pull specific field values from Salesforce records directly into your MessageBird messages and contacts. Personalize every outreach with exact account data.
🔔
Notify your team the moment events occur
Send internal updates or customer alerts through MessageBird as soon as Salesforce records or cases change. Keep stakeholders informed instantly.
🔀
Route messages based on record criteria
Send different SMS templates or create contacts conditionally based on Salesforce lead tiers or opportunity stages. Deliver tailored messaging automatically.
🔄
Keep customer records synchronized
Update Salesforce records when MessageBird interactions happen or vice versa. Maintain accurate customer histories across both platforms.
Add or update records cleanly
Prevent duplicate entries by using search and create operations between Salesforce and MessageBird. Keep your database streamlined and accurate.
⏱️
Manage lifecycle and stage transitions
Trigger messaging workflows when Salesforce opportunities, cases, or quotes change status. Automate follow-ups at every pipeline stage.
🌐
Extend your workflow to external tools
Connect your core Salesforce and MessageBird setup with Slack or HubSpot to notify teams and log multichannel touchpoints.
And much more...

Who is MessageBird + Salesforce integration for?

Sales and support teams relying on MessageBird messaging and Salesforce data find out how this integration eliminates manual messaging gaps and keeps customer communication aligned.

Sales Managers
Sales Managers
Support Teams
Support Teams
Account Executives
Account Executives
High-Volume Sales Reps
High-Volume Sales Reps
Operations Coordinators
Operations Coordinators
CRM Administrators
CRM Administrators
📈
Sales Managers
You report on this and decide from it, but the numbers are always stale because rep updates lag behind customer conversations — this integration means every new Salesforce lead triggers instant MessageBird updates so your reports reflect reality.
Support Teams
You need to act fast when urgent issues arise, and you find out too late because contact details sit un-synced between systems — automating both apps means MessageBird alerts fire instantly the moment a Salesforce case is updated.
🤝
Account Executives
You answer to a client or an outside party who wants to see progress, but manual logging causes missed communication trails — connecting these apps means every Salesforce task update immediately triggers client messaging.
🚀
High-Volume Sales Reps
The volume is too high for anyone to keep up by hand with manual SMS follow-ups, causing leads to slip through the cracks — automating both apps means text messages send out automatically as records are created.
💼
Operations Coordinators
You own the next step and depend on someone upstream to hand it over, but delays in data entry stall your workflow — with this integration, MessageBird communication flows seamlessly the second a Salesforce record is updated.
🗂️
CRM Administrators
You need a reliable history and keep finding gaps in it because manual entry misses crucial touchpoints — integrating these apps means every interaction is logged and communicated without manual oversight.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate MessageBird + Salesforce

Build and manage your MessageBird + 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 MessageBird + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect MessageBird to Salesforce?
Frequently Asked Questions
You can connect MessageBird and Salesforce easily using ready-made workflows or Integrately AI. With 1-click setup, you can link MessageBird and Salesforce alongside tools like Hubspot, Slack, and Gmail in minutes.
Can I send an SMS in MessageBird whenever a Salesforce lead is created?
Frequently Asked Questions
Can I connect MessageBird, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MessageBird and Salesforce?
Frequently Asked Questions
How does MessageBird handle international phone numbers during SMS automation?
Frequently Asked Questions
Can Salesforce automatically update records when an SMS is sent?
Frequently Asked Questions
Do I need coding skills to build MessageBird and Salesforce automations?
Frequently Asked Questions
Is the MessageBird and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect MessageBird or Salesforce With 1500+ Other Apps

MessageBird
Popular MessageBird Integrations
Connect MessageBird with marketing, support, and notification tools to expand your global messaging reach.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, finance, and project management platforms to keep business data connected.