Salesforce SMS Integration
Built CRM-Native Not Bolted On

Message IQ connects Salesforce Sales Cloud and Service Cloud to real two-way texting, so a Salesforce text message sends and logs the same way a call or email does, with no separate dashboard to check.

98% open rate
3 to 5 min average response
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A Salesforce Text Message Without Leaving the Record

Sales reps end up texting from personal phones because Salesforce doesn’t send SMS on its own. That means no tracking, no compliance record, and no way for a manager to see what was actually said. Conversations that belong on the Lead, Contact, or Case end up scattered across someone’s personal phone instead.

A Salesforce SMS integration is the connection between your CRM and an SMS delivery platform that lets you send, receive, and automate text messages using Salesforce fields, List Views, and Flows, the same data you already use for email and calls.

Message IQ is that integration, built to sit inside Salesforce rather than beside it. Send a Salesforce text message from any Lead, Contact, Opportunity, or Case, and the reply logs back to the record automatically.

See Pricing Plans

Configure Message IQ, the SMS and MMS app built natively for HubSpot

Message IQ Setup Guide: Send SMS & MMS Directly From HubSpot

How to Send Bulk SMS From HubSpot Using Message IQ

How to send SMS from HubSpot using Message IQ

Message IQ - Sending SMS from Smart Ramp

Build a Native HubSpot Report for Failed SMS Messages

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✦ New Feature

SMS now lives inside HubSpot’s shared inbox, not a separate tool

Message IQ 3.0 puts text messaging alongside email and chat, triggers from any HubSpot object, and reports natively inside HubSpot’s own tools. Watch the two-minute walkthrough to see it live.

Message IQ 3.0, official announcement

Shared inbox and help desk

Text messages show up alongside email and chat, so support and service teams carry every conversation from one place.

Trigger from any object

Build a workflow off a company, deal, or ticket and send a personal text to every connected contact.

Reporting built into HubSpot

Delivered, failed, and received messages generate native HubSpot events for reports at the message or segment level.

Built-in compliance

Every outgoing message is scanned for reply-stop language, with required text added automatically when it’s missing.

New permissions required. The shared inbox connection needs your HubSpot account reconnected. Log into your Smart Ramp account and select Settings then Integrations to enable it.

See how it works → Watch the video

Why We Built Message IQ: SMS That Lives in Your HubSpot Record

Email opens sit at 20–30%. Texts get read. Message IQ brings SMS into HubSpot, built to handle the compliance rules email never had to.

Carrier compliance checks built in, so campaigns don’t get suspended or blocked
Delivers, bounces, unsubscribes, and line type sync straight to the contact record

Schedule a Demo

Want a personalized tour? Call or text (866) 293-4873

Case Studies

Real Businesses. Real SMS Results.

See how businesses use Message IQ and HubSpot SMS automation to improve customer communication, reduce missed opportunities, and create measurable business results.

View All Case Studies

How a National Pet Containment Company Used HubSpot SMS

How a National Pet Containment Company Used HubSpot SMS Automation to Shorten Sales Cycles, Reduce No-Shows, and Drive Service Plan Renewals For…

How an International Luxury Real Estate Brokerage Used HubSpot

How an International Luxury Real Estate Brokerage Used HubSpot SMS Automation to Engage High-Value Leads Faster and Convert More Showings into Offers…

How a Charter School Network Used HubSpot SMS Automation

How a Charter School Network Used HubSpot SMS Automation to Fill Seats, Engage Families, and Strengthen Parent Communication This high-performing charter school…

How a National Insurance Provider Used HubSpot SMS Automation

How a National Insurance Provider Used HubSpot SMS Automation to Increase Renewals, Reduce Call Volume, and Drive Open Enrollment Participation For more…

How a Maternal Health E-Commerce Brand Used HubSpot SMS Automation

How a Maternal Health E-Commerce Brand Used HubSpot SMS Automation to Recover Lost Sales and Grow Customer Lifetime Value This online maternal…

How a Leading Auto Glass Provider Cut Response Times and Reduced No-Shows with SMS Automation

A Top Auto Glass provider cut response times and no-shows with HubSpot SMS automation For nearly a decade, this mobile auto glass…

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See What SMS Can Do For Your Business

Explore more customer stories and discover how Message IQ fits into your CRM workflows.

Explore Case Studies →

THE DATA

Why SMS Wins Inside a Sales Cycle

%

SMS open rate, compared to roughly 20% for email

%

of texts get read within 3 minutes

minutes is the average time for SMS replies

%

of customers buy from the first company that responds

The practical result for a Salesforce team: faster follow-up on new Leads, fewer no-shows on scheduled appointments, and less pipeline that goes cold because a prospect never opened an email.

What You Get

What you get with Message IQ
inside HubSpot

Six things generic SMS software can’t ship, because they don’t live where your team already works.

Native Flow and Process Builder Action

Message IQ adds an SMS step to Salesforce Flow and Process Builder, next to Email Alert and Update Records. Trigger a text when a Lead status changes, a Case is created, or an Opportunity moves stage. No middleware, no external webhook to maintain.

Two-Way Conversations Logged to the Record

Every send and reply saves to the Lead, Contact, or Case activity history, next to emails and calls. Reply from the record itself using the Lightning App Builder panel, or from the Message IQ shared team inbox.

List View and Merge Field Personalization

Send a Salesforce bulk SMS straight from a List View. Every message can pull first name, product, renewal date, or any custom field, so a bulk send still reads like a 1:1 text instead of a blast.

Send an SMS From Salesforce Service Cloud

Agents text customers directly from a Case without leaving Service Cloud. Assign conversations, add private comments, and trigger a Flow-based update text the moment a Case status changes.

IQ Advanced Delivery

Direct carrier relationships mean delivery confirmation at the carrier level, not just a “sent” status inside Salesforce. When a text doesn't land, you see why.

IQ Autoscaling

One business number scales with volume, from a handful of texts a month to tens of thousands, without switching numbers or re-registering contacts.

Compliance Built Into the Platform

STOP, UNSUBSCRIBE, QUIT, and CANCEL keywords trigger the Message IQ Opt-Out field on the Salesforce record automatically, and every Flow can use it as a filter. White-glove 10DLC brand and campaign registration is included at setup.

Use Cases

Salesforce SMS Integration Use Cases

Instant Lead Response

Trigger a text the moment a web-to-lead form submits. Speed-to-lead data shows contact rates fall sharply after the first five minutes, and SMS reaches a Lead when their inbox doesn’t.

Appointment Reminders That Cut No-Shows

Build an Event or Opportunity-based Flow that sends a reminder text 24 hours and 1 hour ahead. Real estate and healthcare teams see no-show rates drop when SMS backs up email reminders.

Two-Way Sales Conversations

A rep opens a Lead or Contact record, sends a text in one click, and holds a real conversation that logs to the record. Manager visibility stays intact because everything shows up in Salesforce.

Service Cloud Case Updates

Trigger a status-change text the moment a Case is resolved or escalated, so customers hear from you without an agent opening a separate app.

USE CASES - 05-post-close-review-referral

Post-Close Review and Referral Requests

When an Opportunity closes, a Flow fires a short SMS asking for a review or referral, and the reply logs to the original record.

A Salesforce SMS App Built
Inside the CRM, Not Bolted On

Most SMS add-ons wrap a general texting platform around Salesforce through a connector.
Here’s how that compares to an integration built to live inside the CRM from the start.

Generic SMS Tool

Message IQ

External dashboard

Works inside Salesforce

Manual contact syncing

Automatic CRM sync

Limited automation

Full Flow and Process Builder integration

Disconnected data

Activity timeline logging

Basic messaging

Two-way real-time conversation

No compliance tools

Built-in opt-out management

No attribution

Pipeline-level revenue attribution

Why Teams Choose Message IQ for Salesforce

CRM-Native Architecture, Not an External Dashboard

Message IQ was built to live inside Salesforce: Flow actions, record-page panels, List View triggers, and custom fields, so it matches how your team already works instead of adding a second tool to check.

Built by CRM Integration Experts

Message IQ is a product of Integrate IQ, a HubSpot Diamond Partner with 300+ platform integrations delivered. SMS isn’t a side project for us, it’s the channel we’ve spent years watching teams try to make work inside a CRM.

Every Feature Included in Every Plan

Two-way messaging, IQ Autoscaling, IQ Advanced Delivery, Salesforce integration, advanced reporting, and opt-out management ship on every tier from Basic to High Volume. No gated features, no “talk to sales to unlock this.”

Carrier-Grade Delivery, Not Just Software

We work directly with carriers, so we understand and operate within the unwritten deliverability rules that trip up software-only platforms.

✦ ✦ ✦ ✦

✦ New Feature

SMS now lives inside HubSpot’s shared inbox, not a separate tool

Message IQ 3.0 puts text messaging alongside email and chat, triggers from any HubSpot object, and reports natively inside HubSpot’s own tools. Watch the two-minute walkthrough to see it live.

Message IQ 3.0, official announcement