Workbridge ConnectSMS

Text from any Salesforce record Text customers from Contacts, Leads, Accounts, Cases and your custom objects. Replies land on the same record, so every conversation sits beside the customer's history in Salesforce.

Shared inbox for your team One inbox for every business number, with unread counts and conversation owners. Your team works replies together, and each answer goes out from the number the customer texted.

Your own Twilio account Connect your own Twilio account and numbers. Twilio bills you directly, ConnectSMS adds no per-message fees or limits, and you can text numbers in any country. MMS goes to US, Canadian and Australian numbers.

Automate with Flow and Agentforce Ten Flow actions text customers when records change, like when a Case closes. Developers get the ConnectSMSApi Apex class and REST API, and admins can add the actions to Agentforce agents.

Bulk outreach, reviewed first Text a report, Campaign or filtered records with one personalized message. Before it sends, see who gets a text and who is skipped and why: opted out, duplicate or invalid numbers.

Schedule texts for later Pick a day and a 15-minute slot, shown in your time zone. Scheduled texts appear on the record, and you can cancel one any time before it sends.

Templates with merge fields Keep one library of reusable templates and quick replies with Salesforce merge fields. Preview each with a real record, then use it on records, in the inbox, in outreach or in Flow.

Automatic opt-out handling A STOP reply opts the person out automatically, and ConnectSMS blocks texts to them until they reply START. The same check covers texts from records, outreach, Flow and the API.

Delivery tracking you can act on Every text is recorded in Salesforce with its delivery status. When one isn't delivered, ConnectSMS shows the reason in plain language so you can fix it and retry.