How to integrate Salesforce with SMSLINK to send SMSLINK when a specific status is reached in Salesforce

When managing customer information in Salesforce and manually sending SMSLINK to customers, you might miss the timing to contact them when you're busy.
Especially when sending a template message that only requires changing the customer's name, integrating Salesforce with SMSLINK can improve work efficiency.
This article introduces a method to integrate the two tools without programming.
It will be an ideal solution for those seeking to speed up customer response and improve information transmission efficiency.

Recommended for

Those who want to improve customer response efficiency using Salesforce
Those who want to deliver timely information to customers in sync with Salesforce progress
Those considering business automation by combining Salesforce and SMSLINK through API integration

Benefits and Examples of Integrating Salesforce and SMSLINK

Benefit 1: Quickly Convey Important Information to Customers

When customer information managed in Salesforce changes to a specific status, manually sending SMS can risk missing the appropriate timing.
However, by integrating and automating the two, you can quickly send important information to customers at the right time.
For example, when conducting an apartment rental contract online, sending a schedule adjustment message for key handover immediately after the contract is made can reassure the contractor.
This kind of customer response may lead to increased satisfaction.

Benefit 2: Prevent Missing Communications

When managing deal progress in Salesforce, manually sending SMSLINK at a specific status stage can risk forgetting to send messages in busy situations.
However, by automatically sending messages in line with status updates, you can prevent human errors such as missed transmissions.
For example, when handling multiple customer responses simultaneously, even if they reach a specific status at the same time, automatically sending messages to customers can prevent missed communications.
This automation not only prevents human errors but also ensures communication, potentially leading to increased conversion rates.

Benefit 3: Streamline Customer Management Tasks

When manually sending SMSLINK at a specific status stage in Salesforce, it takes effort to create and send messages.
Such manual tasks can be reduced through automation.
For example, automatically sending messages every time an order is confirmed can lead to improved efficiency for representatives handling many customers.
As a result, the time available for customers increases, potentially leading to increased sales.

[About Yoom]

From here, we will introduce how to create a flow bot in Yoom, which allows app integration without programming, to "send SMSLINK when a specific status is reached in Salesforce."
You can integrate by simply setting according to the template, so please give it a try.

How to Create a Flow for Integrating Salesforce and SMSLINK

The flow to integrate Salesforce and SMSLINK using Yoom proceeds through the following four processes.

・Setting up Salesforce as a trigger
・Configuring to retrieve records from Salesforce
・Setting up to send via SMSLINK
・Configuring to register the sending history in Salesforce

Before starting the integration flow setup, register your My App and copy the template.

＜My App Registration＞

To integrate Salesforce and SMSLINK with Yoom, register your My App.
Click "My App" on the left side of the Yoom management screen and click "+ New Connection".

When you search for "Salesforce" and "SMSLINK" on the next screen, you will be taken to the following screen.

・In the case of Salesforce
※When registering Salesforce as My App, be careful to use an account linked with other services and configure settings on the Salesforce side. For details, please check the help page here.
※Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・In the case of SMSLINK

If you fill in the necessary parts according to the screen, the My App registration will be completed.

＜Copy the Template＞

Next, open the template below and click "Try This Template".

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This completes the preparation.

Step 1: Configure Salesforce to Trigger

First, configure Salesforce to trigger the automation process.
The action set here will be the trigger.

1. From the left side of the Yoom management screen, select "My Projects" and click "Send SMSLINK when a specific status is reached in Salesforce [Copy]".
* The title can be changed freely on the next screen.
* Salesforce is only available with Yoom's Team Plan and Success Plan.

2. Click "App Trigger: When a specific status is reached in Salesforce...".

3. Verify the account information to be linked with Salesforce and click "Next".
* Other fields are entered by default as shown in the image below.

4. A Webhook URL will be displayed, so copy it and register it in the Salesforce management screen.
Refer to the help page here to register the Webhook URL and the triggering action in Salesforce.
Once the Salesforce setup is complete, return to the Yoom screen, perform a test, and save if successful.

This completes the Salesforce setup to trigger the automated process.

Step 2: Configure to Retrieve Records from Salesforce

Next, configure Yoom to retrieve records from Salesforce.
This setup allows you to send messages using SMSLINK with Salesforce records.

1. Click "Operate Database: Retrieve Records".

2. Enter "My Domain URL" and "Object API Reference Name" for database integration according to the description below the fields, then click "Next".
* Other fields are set by default.

3. Set the conditions for the records you want to retrieve and perform a test.
* This allows you to retrieve data from the specified table in Salesforce.

The data retrieved from the specified table in Salesforce will be reflected in the "Output" as shown below.
If there are no issues with the test results, save them.

Step 3: Configure SMSLINK to Send

Next, configure SMSLINK to send messages.

1. Click "Integrate with App: Send SMS".

2. Verify the account information to be linked with SMSLINK and click "Next".
* Other fields are set by default.

3. Set the content of the message to be sent to the customer and save it.
Clicking the field will display the output, and the records retrieved from Salesforce in "Retrieve Records" will be listed.
By using this data, you can dynamically reflect data such as names that change for each customer.

4. Set the recipient of the completion notification email and the delivery date and time, then perform a test. If successful, save it.
* The delivery date and time can be specified by clicking "Date" displayed when you click the field.

Step 4: Configure to Register Send History in Salesforce

Finally, configure to register the send history sent by SMSLINK in Salesforce.

1. Click "Integrate with App: Register SMS Send History".

2. In "Select Linked Account and Action", verify that each field is set and click "Next".

3. Enter the My Domain URL according to the description below the field, set the comments, and click "Save".

4. By turning the trigger ON, the process of sending SMSLINK when a specific status is reached in Salesforce will be automated from next time.

Other Automation Examples Using Salesforce and SMSLINK

There are many other examples of automation using Salesforce and SMSLINK in Yoom, so here are a few to introduce.

1. This is a flow that sends a template email from SMSLINK based on Salesforce lead information.

This automation provides strong support in the process from lead acquisition to business negotiation.
It is recommended when you want to achieve timely communication according to the status of the acquired lead.

2. This is a flow to select the target record from the Salesforce Opportunity object and send a message with SMSLINK.

When sending SMSLINK to customers starting from the Salesforce Opportunity object, human errors can be prevented.
Furthermore, by utilizing automation, operational efficiency can be expected.

3. This is a flow to send an SMS via SMSLINK when a record is registered in the Salesforce lead object.

When new lead information is registered in Salesforce, an SMS can be automatically sent via SMSLINK.
This automation allows for quick lead nurturing, which is likely to improve the conversion rate.

Summary

By integrating Salesforce with SMSLINK, you can reliably deliver information to customers at the necessary timing.
This can lead to improved operational efficiency and increased customer satisfaction, potentially boosting sales.
This integration requires no programming and can be easily implemented by setting it up according to the template.

Take this opportunity to integrate Salesforce with SMSLINK and start automating your operations.