The Q4 2025 Salesmsg and Salesforce integration updates are live, offering enhancements for control, automation, and flexibility within the CRM.
Key updates include:
Salesmsg Widget on Custom Salesforce Objects
Enable Custom Object Sync to use Salesmsg with any Salesforce custom object.
Access the widget from those records.
Define phone number fields, link contacts, and log calls and texts directly into the custom object.
Enable Contact Creation & Updates via Salesforce Flow
Use the "Create and Update Contact" actions in Salesforce Flow to push contact data directly into Salesmsg.
This automates record management and keeps both systems aligned in real time.
Apply Salesmsg Tags directly through Salesforce actions
Tags can be added to contacts using the "Create or Update Contact" action for cleaner segmentation and easier workflow automation.
This manages tagging directly from Salesforce to keep Salesmsg records structured and aligned. Examples of tags include 'trial VIP,' 'qualified lead,' 'follow up needed,' 'hot lead,' and 'demo requested'.
Launch Campaign engagement from Salesforce Flows
The "Enroll in Campaign" actions within Salesforce Flows can launch Salesmsg Campaigns without switching platforms.
This automates outreach and streamlines engagement. Examples of campaigns include 'Demo Invitation Campaign,' 'Re-engagement Campaign,' and 'Win-back Campaign'.
Map Salesforce Contact & Lead fields to Salesmsg seamlessly
Salesforce fields can be mapped to Salesmsg fields in the integration settings for better data flow and consistent records.
Custom phone number mapping can be enabled to manage phone field behavior and keep information synced. Mapped fields include Phone, First Name, Last Name, and Role.
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