How can I filter for customers who completed onboarding within the last 24 hours?

DryMerge allows you to filter customers by the date and time they completed onboarding. Simply specify the timeframe, and the automation will target those who meet the criteria.

Can I specify different account managers for different customers?

Yes, you can specify different account managers for different customers. Just provide the criteria for assigning account managers, and DryMerge will handle the customization.

Which roles benefit from this automation and how?

Account managers benefit from this automation by receiving timely notifications about completed onboardings, allowing them to ensure a smooth and efficient follow-up process.

Home Contact Pricing Apps Blog

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.

or pick a common variation below

Notify Account Managers of High-Priority Client Issues via SMS

Salesforce + SMS

Notify Managers via SMS for Pending Leave Requests in Salesforce

Salesforce + SMS

Notify Inventory Manager via SMS for Low Product Levels in Salesforce

Salesforce + SMS

How to use DryMerge

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"

Notify account managers via SMS when customers complete onboarding in Salesforce

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.

Sure! Connecting

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

Our Capabilities

See what DryMerge can do with SMS + Salesforce.

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

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

SMS

Send and receive text messages for alerts, notifications, and two-way communication. Engage with your audience directly through SMS.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Slack

Team Chat

Discord

Voice Chat

Get Started with DryMerge

Home Contact Pricing Privacy Policy Terms of Service Limited Use