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SMS & Fax Hub: Text Messaging and Secure Fax Inside Salesforce
One Workspace to Send, Receive, and Automate Messages and Fax
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- SalesProductivityMarketing
- Requires
- Sales CloudService CloudMarketing Cloud EngagementHealth Cloud
- Compatible With
- Service CloudMarketing Cloud EngagementFinancial Services Cloud
Send and receive text messages and fax directly in Salesforce from one unified inbox. SMS & Fax Hub automates reminders, updates, and document delivery, supports 10DLC texting, and provides secure, HIPAA-ready online fax with full tracking & audit history
Highlights
✔️SMS and Fax Hub Unifies Salesforce SMS, MMS, and Fax Salesforce text messaging and fax can now be accessed in a single workspace for all your communications. Every conversation is searchable, organized, and tied to the right record.
✔️Automate Salesforce SMS Using Flows, Apex, and API • Send an SMS from Salesforce using Flow, Apex or API • Trigger messages based on changes to a record or approval • Automatically route incoming SMS or faxes
✔️Enable Two-Way Salesforce SMS Messaging with Full CRM Context Let customers have real conversation with you. Any reply is auto-linked to Leads, Cases, custom object so your agents have full context when responding to customer inquiries from within CRM.
✔️Send Bulk SMS in Salesforce with Personalized Dynamic Templates Use dynamic templates to send SMS or fax at scale while maintaining personalization. Whether for a campaign, reminder, or update, messages feel personally written.
✔️View All Salesforce SMS and Fax Conversations in One Unified Inbox • See all your text conversations in one place • Filter, prioritize and assign messages • Respond to messages right away without opening record
✔️Send and Receive Encrypted Online Fax from Salesforce Send and receive encrypted faxes from within Salesforce with delivery confirmations and audit trails. Designed for healthcare, insurance, and finance professionals.
✔️Keep SMS and Fax HIPAA-Ready with Audit Logs Each SMS and fax activity stays within Salesforce. This supports HIPAA ready faxing, consent tracking, role based access, and audit logs, supporting compliance requirements without using additional software.
✔️Add Salesforce SMS to an Existing Number You can continue using your existing mobile or landline number and immediately activate Salesforce SMS integration. Your team can activate text or fax capability without switching providers or disrupting process
✔️See Salesforce SMS and Fax Trends on Dashboards Dashboards provide visibility into trends related to the usage of Salesforce text messaging and fax. Instead of searching through threads, you can now gain insights to plan your outreach and communication
Cloud Maven, Inc's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Cloud Maven, Inc
Delaware, United States
Founded
2018
Phone
+1 (740) 470-0000Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Minimum five licenses per org. Customers will pay separately for SMS and Fax charges. We provide very competitive and transparent pricing.
Default Plan
$10 USD/user/month
Free trial available for 15 days