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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
  • Month-to-month, cancel anytime
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Companies texting smarter with Message IQ

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Discover how top HubSpot teams use SMS to boost engagement, close deals faster and streamline operations.

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Ultimate Text Messaging Playbook

2026 CRM Growth Playbook

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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
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.
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.

MessageIQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

Setup in Minutes

How to Set Up Salesforce SMS Integration With Message IQ

1

Select a Plan

Select and purchase a plan based on your monthly message volume

2

Connect Salesforce

Connect your Salesforce org and authorize the integration

3

Submit Applications

Submit brand and campaign applications (white-glove support included)

4

Configure Phone Number

Configure your business phone number

5

Map Flows & Lists

Map Flows and List Views to your SMS triggers

6

Go Live

Go live and start sending

Accounts typically go live within 1 business day. Brand registration is usually approved the same day. Campaign application approval runs about 2 weeks.

Pricing Plans

Choose Your Plan

The only difference between plans is how many messages you send. Everything else is included everywhere.

Basic

For teams starting with 1:1 sales and service texting.
$49/per month
  • 1,000 messages per month
  • Unlimited Users
  • Every feature included
GET STARTED
Most Popular Plan

Pro

For teams adding automated texts to HubSpot workflows.
$99/per month
  • 2,500 messages per month
  • Unlimited Users
  • Every feature included
GET STARTED

GROWTH

For teams running bulk campaigns alongside 1:1 conversations.
$399/per month
  • 10,000 Messages
  • Unlimited Users
  • Every feature included
GET STARTED

Scale

For marketing teams sending at serious volume every month.
$999/per month
  • 30,000 Messages
  • Unlimited Users
  • Every feature included
GET STARTED

High Volume

For organizations sending 60,000+ messages per month.
$1,999/per month
  • 60,000 messages: $1,999/mo
  • 100,000 messages: $2,999/mo
  • Custom volumes above that
60K PLAN
100K PLAN

Need something bigger?

Contact us and we'll build a plan around your volume.
CONTACT US
FAQs

Frequently Asked Questions

Does Salesforce integrate with SMS?
Yes. Salesforce doesn’t send native SMS on its own, but a Salesforce SMS integration like Message IQ connects directly to Sales Cloud and Service Cloud so your team can text from any Lead, Contact, Case, or custom object without leaving the CRM.
Can I send an SMS from Salesforce Service Cloud?
Yes. Message IQ installs into Service Cloud so agents can send and receive texts directly from a Case record, with the full conversation logged automatically to that Case for later reference.
How do I send bulk SMS from Salesforce?
Build a List View or report segment in Salesforce, then trigger a Message IQ bulk SMS send from that list. Each message can be personalized with merge fields pulled straight from the record, so a bulk send still reads like a 1:1 text.
Is there a Salesforce SMS app for two-way texting?
Message IQ is a two-way Salesforce SMS app. Replies come back into the same thread on the record, land in a shared team inbox, and can be routed or assigned like any other Salesforce task.
Can I send a Salesforce text message from any object?
Yes. Message IQ works across standard and custom Salesforce objects, so texting isn’t limited to Contacts. Leads, Opportunities, Cases, and custom objects can all carry a texting thread.
How does text marketing work with Salesforce?
Text marketing in Salesforce runs through segmented List Views and Flow automation. Message IQ triggers SMS on field changes, Campaign membership, or stage changes, so marketing texts stay tied to real CRM data instead of a separate export.
How do I send SMS using Salesforce without leaving the CRM?
Message IQ adds a texting panel directly to the Salesforce record page using Lightning App Builder. Once it’s placed, sending SMS using Salesforce is the same motion as adding a note or logging a call.
What does it cost? Are there contracts?
Plans start at $49 per month for 1,000 messages, with higher tiers at $99, $399, $999, $1,999, and $2,999 depending on volume. Every plan is month-to-month with no contracts and no cancellation penalties.

Get Texting Live in
Salesforce This Week

Talk to an integration expert about your Sales Cloud or Service Cloud setup, or connect Salesforce and start sending directly.

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  • 30-minute strategy call
  • Live two-way SMS demo
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