Salesforce + SMS
Notify Account Managers via SMS When Customers Complete Onboarding in Salesforce
Ensure that your account managers are always up-to-date when a customer completes the onboarding process in Salesforce. This prompt SMS notification allows them to follow up promptly, enhancing the overall customer experience and ensuring no steps are missed.
Customer Onboarding Complete
Triggers when a customer completes onboarding in Salesforce.
Notify Account Manager
Sends an SMS to the account manager with customer details.
See more Salesforce to SMS integrations or use AI to customize your automation.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Notify account managers via SMS when customers complete onboarding in Salesforce
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Notify account managers via SMS when customers complete onboarding in Salesforce"
Sure! Connecting
+ DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Supported triggers and actions
Create Contact
Creates a new contact in Salesforce
Delete Contact
Deletes a contact in Salesforce
Update Contact
Updates an existing contact in Salesforce
Read Contact
Reads details of a contact in Salesforce
Create Account
Creates a new account in Salesforce
Delete Account
Deletes an account in Salesforce
Update Account
Updates an account in Salesforce
Read Account
Reads an account in Salesforce
Create Case
Creates a new case in Salesforce
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Similar apps
About SMS
Send and receive text messages for alerts, notifications, and two-way communication. Engage with your audience directly through SMS.
Similar apps
About SMS
Send and receive text messages for alerts, notifications, and two-way communication. Engage with your audience directly through SMS.
Similar apps
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