Why This Matters
Your CRM automations shouldn’t stop at record updates. The fastest teams aren’t just tracking leads—they’re contacting them, instantly. With Aloware’s "Send a Text (SMS/MMS)" action for Salesforce Flows, you can automatically message any lead or contact based on real-time events inside Salesforce. No more toggling between tools. No more manual texting.
This feature is part of Aloware’s native Salesforce integration, built for sales and support teams who already live inside Salesforce and are tired of fragmented communication tools. Unlike traditional SMS platforms, Aloware brings real SMS/MMS automation directly into Salesforce Flows—giving businesses better speed, control, and visibility over every conversation.
What Problem Does It Solve?
Sales teams using Salesforce lack a seamless way to automate texting workflows. Manually sending follow-ups slows things down. Existing solutions either require complex workarounds or don’t integrate tightly with contact and ownership logic. With Aloware, messaging becomes a native part of your Salesforce automation.
How It Works
Inside Salesforce Flow Builder, you can insert Aloware’s pre-built "Send a Text (SMS/MMS)" action. It supports dynamic variables (like {!$Record.FirstName}), owner-based agent attribution, message templates, media attachments (MMS), and delivery tracking using platform events. Execution is asynchronous—your flow keeps running while messages are sent in the background.
Core Behaviors
- Send SMS or MMS messages directly from any type of Salesforce flow.
- Use Salesforce merge fields to personalize messages.
- Choose sender (user or line) dynamically.
- Handle delivery feedback with tracking keys and platform event-triggered flows.
- Maintain activity logs on each record for compliance.
Typical User Flows
- Lead Qualification: A lead’s status changes to "Qualified". Aloware sends an SMS introducing their rep.
- Follow-Up Sequences: After a call is logged, send an MMS with a product brochure.
- Support Updates: On a case resolution, send a thank-you text with a satisfaction link.
Use Cases
- Speed-to-lead outreach
- Automated appointment reminders
- Post-call follow-ups
- Support case updates
- Re-engagement drip campaigns
How This Fits with Aloware’s Other Tools
This Flow action complements:
- Aloware CTI: Follow up voice calls with automated texts.
- Messenger: Allow agents to respond in the same thread.
- Sequences: Trigger entire drip workflows from a Salesforce event.
- Platform Events: Combine with status events to monitor delivery in real time.
What’s Needed to Configure?
- Install Aloware’s Salesforce package (via AppExchange)
- Connect your Aloware account with OAuth
- Set up lines, agent IDs, and message templates in Aloware
- Add the "Send a Text (SMS/MMS)" action to your flows and map required fields:
- Lead/Contact ID
- Message content
- Recipient phone number
- Sender attribution (user ID or owner ID)
- Aloware line ID
- Optional media URL and tracking key
