How can I filter the customers whose birthdays are today?

DryMerge can filter customers based on their birth date fields in Salesforce. Specify the criteria you want to filter by, such as today's date.

Can I customize the birthday message?

Yes, you can customize the birthday message. Simply provide the text you would like to use, and DryMerge will ensure it is sent out.

Which people use this automation? What do they use it for?

This automation is often used by customer relationship managers to maintain and improve customer engagement through personalized birthday greetings.

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Salesforce + SMS

Send SMS Birthday Greetings to Customers from Salesforce

Improve customer relations by sending personalized birthday greetings through SMS to customers based on their birth dates saved in Salesforce. This automation adds a personal touch, making customers feel valued and appreciated, thereby enhancing customer loyalty.

Customer Birthday

Triggers when today is a customer's birthday.

Send Birthday SMS

Sends a personalized birthday message to the customer.

See more Salesforce to SMS integrations or use AI to customize your automation.

or pick a common variation below

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Send SMS birthday greetings to customers from Salesforce

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send SMS birthday greetings to customers from 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

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

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.

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HubSpot

CRM Platform

About SMS

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

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Slack

Discord

About SMS

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

Similar apps

Slack

Team Chat

Discord

Voice Chat

Get Started with DryMerge

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