Bardeen.ai offers powerful integrations between Salesforce and SMS, two platforms that bring transformative changes to business operations. Salesforce, a leading cloud-based CRM platform, revolutionizes the way businesses manage and interact with their customers by providing a centralized hub for storing, analyzing, and leveraging customer data. On the other hand, SMS, or Short Message Service, offers a quick and effective way to send information and communicate directly with customers. Combining these two platforms with Bardeen.ai can provide businesses with an automated, efficient, and personalized way of managing customer relationships. For example, the Bardeen playbook "Send an SMS message when a HubSpot deal is created" integrates these platforms to optimize your workflow.

Integrating Salesforce with SMS via Bardeen.ai not only streamlines the process of customer relationship management but also enhances the effectiveness of communication. Businesses can automate the process of sending personalized messages to customers based on their interactions recorded in Salesforce, ensuring timely and relevant communication. This combination of technologies can significantly improve customer engagement and satisfaction, ultimately leading to increased sales and business growth.

Try popular Salesforce + SMS automations

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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Qualify
a lead from Salesforce and create a Salesforce contact
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Qualify
LinkedIn Companies and Save to Salesforce
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Enrich
and update a Salesforce contact's record with new information
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Send
a Google Translate translation as an SMS message
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Send
an SMS message when a HubSpot deal is created
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Create
a Salesforce account from a LinkedIn company profile and send a Slack message
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Create
Salesforce leads from LinkedIn people search
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Create
Salesforce leads from LinkedIn post commenters
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Create
a Salesforce lead from a LinkedIn profile
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Create
a Salesforce lead from a LinkedIn post
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Create
draft email for a Salesforce contact using OpenAI
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Send
an email to a Salesforce contact
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Get
social profiles of a Salesforce contact
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Create
a new Salesforce contact
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Create
a new Salesforce opportunity
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Create
a Salesforce contact from a LinkedIn profile
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Copy
all Salesforce Contacts to Notion
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Copy
all Salesforce Contacts to Airtable

How to integrate Salesforce + SMS

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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SMS
Salesforce
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Loved by over 300k users

"This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"
"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”
At Deel, speed and responsiveness are core to our culture and by leveraging Bardeen to automate repetitive workflows, our Sales and Ops teams can do more in less time to help serve our customers better! It's been an absolute gamechanger to roll out Bardeen’s AI automation across the org!

Available actions & triggers

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Integrate any app with Salesforce + SMS

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Frequently asked questions

Do I need to have coding skills to use the Salesforce and SMS integrations on Bardeen.ai?
Can I share my Salesforce and SMS playbooks with my team on Bardeen.ai?
How secure are the Salesforce and SMS integrations on Bardeen.ai?
Can I use the Salesforce and SMS integrations for free on Bardeen.ai?
How can Salesforce and SMS integrations help in improving customer engagement?
How to get started with Bardeen
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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