Integrate Colligso TextIn with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Colligso TextIn and Salesforce

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About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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Best Colligso TextIn and Salesforce Integrations

  • Colligso TextIn Integration Colligso TextIn Integration

    Salesforce + Colligso TextIn

    Get Permission in textin when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Colligso TextIn Integration New Lead
     
    Then do this...
    Colligso TextIn Integration Get Permission
  • Colligso TextIn Integration Colligso TextIn Integration

    Salesforce + Colligso TextIn

    Create Customer to textin from New Lead in Salesforce Read More...
    Close
    When this happens...
    Colligso TextIn Integration New Lead
     
    Then do this...
    Colligso TextIn Integration Create Customer
  • Colligso TextIn Integration Colligso TextIn Integration

    Salesforce + Colligso TextIn

    Create Order to textin from New Lead in Salesforce Read More...
    Close
    When this happens...
    Colligso TextIn Integration New Lead
     
    Then do this...
    Colligso TextIn Integration Create Order
  • Colligso TextIn Integration Colligso TextIn Integration

    Salesforce + Colligso TextIn

    Get Permission in textin when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Colligso TextIn Integration New Contact
     
    Then do this...
    Colligso TextIn Integration Get Permission
  • Colligso TextIn Integration Colligso TextIn Integration

    Salesforce + Colligso TextIn

    Create Customer to textin from New Contact in Salesforce Read More...
    Close
    When this happens...
    Colligso TextIn Integration New Contact
     
    Then do this...
    Colligso TextIn Integration Create Customer
  • Colligso TextIn Integration {{item.actionAppName}} Integration

    Colligso TextIn + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Colligso TextIn + Salesforce in easier way

It's easy to connect Colligso TextIn + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Colligso TextIn & Salesforce Integrations Work

  1. Step 1: Choose Colligso TextIn as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Colligso TextIn to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Colligso TextIn and Salesforce

  • Introduction:
  • Cpligso TextIn is a mobile communication platform for business. It helps employees and team members to stay in touch with each other. It is also helpful in enhancing cplaboration, mobility and productivity of the business team members. Cpligso TextIn has integrated itself with Salesforce, a customer relationship management software. Integration of Cpligso TextIn with Salesforce makes it easy to transmit and receive important messages between team members and clients. It also helps in tracking the progress of the project and record daily activities of the team members.

    :

    Cpligso TextIn has the fplowing modules:

    • Inbox. This module allows users to send quick notes, status updates and reminders. The users can create one-to-one or group chats. They can also share files or photos while they are on the move.
    • Event planner. This module allows users to schedule meetings, events and conferences. It integrates with calendar of the users and alerts them about important events.
    • Call recorder. This module allows users to record a call and listen to it later. They can forward it to other team members for their feedback.
    • File manager. This module allows users to upload, download and share files with other users. They can send files directly to Salesforce.
    • Location tracker. This module allows users to track the locations of other team members. It provides the current location of the user on a map.
    • Co-browsing. This module allows users to share screens during web conferences. Both team members can view the same information at the same time.

    :

    Integration of Cpligso TextIn with Salesforce ensures high productivity of the business team members. It helps them in staying in touch with each other and gives them an easy way to communicate. Integration of Cpligso TextIn with Salesforce also enables team members to share important information related to projects, deadlines and tasks.

    The process to integrate Cpligso TextIn and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.