Salesforce

Salesforce records and customer messaging, connected

Account context for agents, activity back on the Salesforce record.

Included on every plan, from Starter.

Last updated:

Request a demo See pricing

How the Salesforce integration works

The Salesforce integration connects Inno Message conversations to Salesforce contacts and accounts. Agents see the customer's CRM context as they reply, and conversation activity is recorded in Salesforce, so account teams no longer ask support what was said.

Who it's for: Organizations that run sales and service in Salesforce.

Account context

See Salesforce details while replying on any channel.

Activity history

Messaging activity recorded against the Salesforce contact.

Owner routing

Route conversations by CRM attributes such as account owner or tier.

Set it up

  1. Connect Salesforce

    Authorize the connection from Integrations in settings.

  2. Map contacts

    Match Inno Message contacts to Salesforce by email or phone.

Details

Plans
Included from Starter.
Matching
Contacts matched by email address or phone number.

Questions about Salesforce

Do we need a developer to connect Salesforce?
No. The integration is authorized from settings. Custom objects or bespoke flows can be built with the REST API and webhooks.

More answers in the Inno Message FAQ.

Related

All integrations

HubSpot

CRM context next to conversations, activity back in HubSpot.

Learn more

Financial services

Auditable messaging with role-based access, audit logs and SSO.

Learn more

API & Developers

REST API, signed webhooks, SDKs and rate limits.

Learn more

See Salesforce with your own channels

Request a demo Compare plans