Manual texting doesn’t cut it when speed to lead makes or breaks your funnel. If your reps are juggling browser tabs, or picking up their phones to text leads, you’re losing valuable time—and opportunities. That’s why our SMS automation plugs right into Salesforce.
With our native integration, your team can send personalized text messages in direct response to Salesforce trigger events. Let’s explore how it helps your reps optimize speed to lead.
Why automate SMS from Salesforce?
Speed matters. When a new contact appears or gets updated in Salesforce, you want your outreach to happen instantly. Our integration enables you to:
- Trigger texts based on CRM changes (e.g., new contact added, status updates)
- Personalize messages using dynamic fields
- Track delivery success and carrier warnings
- Eliminate the need for external texting apps or manual outreach
It’s all about helping your reps follow up faster, without the busywork.
Setting up Salesforce SMS workflows in minutes
You don’t need to be a Salesforce admin to get started. Just follow these quick steps:
- Open Salesforce settings
Click the gear icon and search for Flows under Process Automation.
- Choose a flow template
Use one of Aloware’s pre-built templates—like an SMS send triggered by a contact status change—or build your own.
- Customize your flow
Copy the template and save it under a new name. Adjust the trigger logic or leave it as-is (e.g., when a record is updated).
- Write your message
Craft the SMS content and personalize it using dynamic fields like the contact’s first name.
- Pick your Aloware line
Choose which line the SMS is sent from—either your own or a shared company line via its Aloware ID. - Add media and enable tracking (optional)
Attach images, PDFs, or links, and include a tracking key to monitor delivery success and catch carrier issues.
- Save and activate your flow
Once everything looks good, activate your workflow. It’ll run anytime the conditions are met.
Monitor and optimize your SMS workflows
Once live, your flows don’t just fire and forget—you can track performance in real time. Our integration lets you see:
- Successful deliveries
- Messages flagged with carrier warnings
- Failed sends due to carrier filtering or data issues
This visibility helps you refine messaging, tweak timing, and keep delivery rates high. No more wondering why a lead didn’t reply—you’ll know if the message even landed.
What this means for your team
With Aloware + Salesforce, SMS follow-up becomes a background process—not a bottleneck. Your reps won’t waste time switching tools or searching for numbers.. And your leads won’t fall through the cracks while they wait for a text reply.
Whether you’re running outbound sales cadences or following up on inbound interest, automated texting helps you stay responsive and efficient without leaving Salesforce.
