Salesforce + TextMagic Integration

Integrate Salesforce to TextMagic in one click, or tell Integrately AI how you want each contact handled. Notify customers instantly, send follow-up reminders, update your records, and trigger text alerts automatically.

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1.
  • 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
  • TextMagic
    Incoming message is received in TextMagic Instant
  • TextMagic
    Missed an incoming call in TextMagic Instant
  • TextMagic
    Incoming call is received in TextMagic Instant
  • TextMagic
    Subscriber is unsubscribed in TextMagic Instant
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2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record 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
  • TextMagic
    Send message in TextMagic
  • TextMagic
    Create contact in TextMagic
  • TextMagic
    Add contact to list in TextMagic
  • TextMagic
    Search contact in TextMagic
  • TextMagic
    Remove contact from list in TextMagic
  • TextMagic
    Lookup phone in TextMagic
  • TextMagic
    Lookup email in TextMagic
  • TextMagic
    Set custom field value in TextMagic
  • TextMagic
    Change forwarding number in TextMagic
  • TextMagic
    Create list in TextMagic
  • TextMagic
    Search list in TextMagic

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Ready Workflows Ready Workflows for Salesforce + TextMagic Integration

Send instant text messages, alert clients when records update, confirm bookings, and manage text responses, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + TextMagic Integration

Send TextMagic message for new Salesforce record

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

Send TextMagic message for new Salesforce task

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

Create TextMagic contact for new Salesforce record

Are you tired of manually creating TextMagic contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create TextMagic 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 TextMagic {{action.Contact} creation!
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Salesforce + TextMagic Integration

Send TextMagic 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 TextMagic 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 - TextMagic integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your Salesforce + TextMagic flow

Sync customer data with your CRM, trigger reminders from calendar bookings, and notify your team across channels. Pick a combination and activate it in one click.

Salesforce
TextMagic
+
HubspotHubspot (4)
+
CalendlyCalendly (4)
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GmailGmail (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
H
S
T
Create a Salesforce contact when a new Hubspot contact is created, and send a welcome text via TextMagic.
New Hubspot contacts immediately populate Salesforce records and trigger a welcome text message through TextMagic without manual data entry.
S
H
T
When a Salesforce lead is updated, update the matching Hubspot contact and send a notification text via TextMagic.
Keep Hubspot updated and notify stakeholders via TextMagic whenever lead information changes in Salesforce.
H
S
T
If a Hubspot deal is won, create a Salesforce opportunity and send a confirmation text via TextMagic.
Convert closed Hubspot deals into Salesforce opportunities and send an automated customer text confirmation via TextMagic.
T
H
S
When an incoming text is received in TextMagic, create a Hubspot task and update the Salesforce record.
Log incoming customer SMS responses from TextMagic as tasks in Hubspot and update related records in Salesforce.

Supported triggers and actions for Salesforce and TextMagic

Mix and match to build the exact automation you need

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 using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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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
Try it →
TextMagic
TextMagic Triggers & Actions
Instant
Incoming message is received in TextMagic
Triggers the automation when an incoming SMS is received
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Instant
Missed an incoming call in TextMagic
Triggers the automation when an incoming call is missed
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Instant
Incoming call is received in TextMagic
Triggers the automation when an incoming call is received
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Instant
Subscriber is unsubscribed in TextMagic
Triggers the automation when a subscriber opts out from further communication
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Send message in TextMagic
Delivers a message to a designated recipient
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Create contact in TextMagic
Adds a new contact to the database
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Add contact to list in TextMagic
Adds a new contact to a list
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Search contact in TextMagic
Finds and retrieves contact information
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Remove contact from list in TextMagic
Removes a particular contact from a designated list
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Lookup phone in TextMagic
Retrieves contact information associated with a phone number
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Lookup email in TextMagic
Searches for and retrieve email addresses based on particular criteria
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Set custom field value in TextMagic
Sets a custom field value
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Change forwarding number in TextMagic
Updates the phone number that all incoming calls are forwarded to
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Create list in TextMagic
Generates a new list
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Search list in TextMagic
Scans and retrieves results for a particular list
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What can you automate with Salesforce + TextMagic?

Streamline your communication workflows and CRM updates with powerful, automated triggers and actions.

What you can automate?
💬
Send SMS messages automatically from Salesforce events
Trigger instant TextMagic text messages whenever new contacts, leads, or cases are created in Salesforce. Eliminate manual messaging delays and engage prospects immediately.
📋
Capture every submitted field in your CRM records
Map all custom form answers and lead details from Salesforce into TextMagic communications and downstream apps. Ensure your messaging is personalized and accurate.
🔔
Notify the right team member as soon as events happen
Alert stakeholders instantly via TextMagic SMS when critical updates occur in Salesforce. Keep your entire team aligned without checking dashboards manually.
🔀
Route communications based on submitted field criteria
Send different text message templates through TextMagic depending on lead scores, account tiers, or custom fields updated in Salesforce.
🔄
Keep your records updated across both platforms
Automatically update Salesforce contact records when subscriber statuses or incoming messages change in TextMagic. Maintain synchronized databases effortlessly.
🔍
Search and update instead of creating duplicates
Lookup existing phone numbers and contacts in TextMagic before creating new entries from Salesforce records. Keep your contact lists clean and organized.
⏱️
Handle later status changes and follow-ups
Trigger automated follow-up texts in TextMagic when Salesforce opportunities move to closed-won, cancelled, or pending stages.
🔌
Extend your workflow to Slack and other tools
Connect Salesforce and TextMagic with Slack to post instant team notifications alongside your automated customer text messages.
And much more...

Who is Salesforce + TextMagic integration for?

Sales teams, marketers, and support managers rely on automated messaging and CRM updates to streamline customer communication and eliminate manual data entry errors.

Sales Operations Managers
Sales Operations Managers
Customer Support Teams
Customer Support Teams
Account Managers
Account Managers
High-Volume Marketers
High-Volume Marketers
Business Development Reps
Business Development Reps
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You manage CRM records and lead pipelines daily, but manual data entry causes stale records and delayed follow-ups — connecting these apps means every new Salesforce lead triggers an instant TextMagic SMS and keeps your pipeline fully synchronized.
Customer Support Teams
You need to respond to client inquiries quickly, but finding out about new cases too late hurts customer satisfaction — automating both apps means every new Salesforce case dispatches an immediate text alert via TextMagic.
📋
Account Managers
You report on client milestones and account updates, but keeping stakeholders informed manually takes hours away from client relationship building — integrating these apps means record updates automatically notify clients and teams without manual effort.
📊
High-Volume Marketers
Your campaigns generate more leads than your team can process by hand, leading to missed opportunities and lost revenue — this integration means every inbound Salesforce lead is instantly processed and messaged through TextMagic.
🤝
Business Development Reps
You rely on timely handoffs from inbound lead capture to make initial contact, but pipeline gaps slow down your outreach — automating both apps means new Salesforce records instantly trigger TextMagic outreach sequences.
🗂️
CRM Administrators
You maintain clean database histories, but manual logging often leaves gaps between CRM entries and customer text logs — connecting these apps means every communication and record update is logged reliably without manual intervention.
Our team

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Why choose Integrately to automate Salesforce + TextMagic

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

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + TextMagic 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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Automation is ready
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Frequently Asked Questions

How do I connect Salesforce to TextMagic?
Frequently Asked Questions
You can connect Salesforce to TextMagic in just one click using ready-made flows or by using Integrately AI to build custom automations with Hubspot, Slack, and 1,500+ other apps.
Can I automatically send a TextMagic SMS when a new contact is created in Salesforce?
Frequently Asked Questions
Can I connect Salesforce, TextMagic, and Hubspot?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and TextMagic?
Frequently Asked Questions
How does Salesforce data trigger TextMagic messages?
Frequently Asked Questions
Can incoming TextMagic messages update Salesforce records?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and TextMagic?
Frequently Asked Questions
Is the Salesforce and TextMagic integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or TextMagic With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
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TextMagic
Popular TextMagic Integrations
Sync TextMagic with messaging platforms, support desks, and marketing tools to streamline customer communication.
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TextMagic Integrations arrow right
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