Workbridge ConnectSMS

by Workbridge SolutionsSalesforcePaid

Add two-way SMS to Salesforce Sales Cloud, with record logging, threaded conversations, templates, and bulk sending.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Workbridge ConnectSMS — screenshot from the Salesforce AppExchange listing

What it does

ConnectSMS connects Salesforce with Twilio for inbound and outbound text messaging. Users can message from standard and custom records, including Leads, Contacts, Opportunities, and Cases, while conversations are recorded on the relevant record. The app supports threads, individual and bulk messages from List Views or Reports, templates, and SMS triggers through Flow, Process Builder, or Apex. Administrators can configure Twilio services and phone numbers in Salesforce and assign messaging services to users.

Key capabilities

from the Salesforce AppExchange listing

Two-way SMS

Salesforce users can send and receive text messages through Twilio from supported records.

Record-based history

Messages are automatically associated with the relevant Salesforce record.

Bulk message sending

Users can send messages to groups of records selected through List Views or Reports.

Conversation threading

Related SMS exchanges are presented as threaded conversations.

Automation triggers

Flow, Process Builder, or Apex can initiate SMS messages according to business rules.

Reusable templates

Pre-built message templates are available for SMS content.

Twilio configuration

The Salesforce admin interface includes controls for Twilio credentials, messaging services, and phone numbers.

Permission-based access

Permission Sets can govern SMS sending, bulk outreach, and configuration activities.

Use cases

  • Send announcements, follow-ups, reminders, or notifications to multiple customers from Salesforce.
  • Trigger customer texts from business rules and retain the resulting exchanges on Salesforce records.

Who it's for

Teams that need to reach customers by SMS from Salesforce.

How it compares

WatBox - WhatsApp and SMS for Salesforce | Telephony | AI Voice and Whatsapp combines SMS with WhatsApp Business API and CTI dialing, whereas ConnectSMS focuses on Twilio-based SMS. Girik SMS for Agentforce | SMS, WhatsApp & Text Messaging AI Agents provides SMS and WhatsApp actions for Agentforce AI agents across Sales Cloud, Service Cloud, and Experience Cloud; ConnectSMS uses Salesforce records and automation through Flow, Process Builder, or Apex.

NamePricingDeploymentUpdated
Workbridge ConnectSMSthis pluginPaidCloud
WatBox - WhatsApp and SMS for Salesforce | Telephony | AI Voice and WhatsappPaidCloud
Girik SMS for Agentforce | SMS, WhatsApp & Text Messaging AI AgentsPaidCloud

In the catalog

86 plugins in Sales Cloud · Sales

Price distribution: 18 free, 20 freemium, 48 paid

Pricing & deployment

Platform
Salesforce
Product
Sales Cloud
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Workbridge ConnectSMS is a powerful Salesforce-native app that integrates directly with Twilio to enable two-way SMS messaging from within the Salesforce platform. It allows users to send and receive text messages on standard and custom objects, including Leads, Contacts, Opportunities, and Cases. Messages are logged …»

Official marketplace listing

Publisher
Workbridge Solutions
Updated on marketplace
Facts verified