HelloSend seamlessly integrates with Salesforce to enable direct communication via SMS, WhatsApp inside your CRM. This unified solution allows teams to stay focused, organized, and responsive within a single interface.
With support for Twilio, RingCentral, and both personal and business WhatsApp connections, HelloSend gives you full control over how your team communicates. Whether you're running campaigns, automating replies, or managing one-to-one chats, HelloSend ensures every message is logged and tracked within Salesforce for full transparency and compliance.
Supported Integrations
Supported Channels
Step-by-Step Setup Guide
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1
Log in to Salesforce
Open your Salesforce account and go to the AppExchange Marketplace.
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2
Search and Install HelloSend
In the search bar, type: "HelloSend: SMS & WhatsApp for Salesforce." Click Install and follow the guided installation process.
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3
Connect HelloSend with Salesforce
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Go to Setup in Salesforce and search for HelloSend
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Click on the HelloSend app from the dropdown
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Click Allow in the authorization popup to complete the connection
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4
Integrate Communication Services
In the HelloSend interface, connect your preferred channels:
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Twilio for SMS and WhatsApp
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RingCentral for messaging
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WhatsApp (Business API or mobile-based via QR code)
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5
Enable Communication Numbers
Once your communication channels (Twilio, RingCentral, WhatsApp) are connected and setup is complete, HelloSend activates your assigned phone numbers. These numbers are now ready to be used across your Salesforce environment for:
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Direct SMS Messaging
Send one-to-one text messages to leads, contacts, or customers directly from Salesforce records. All messages are logged under the contact or case for full visibility.
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Bulk SMS Campaigns
Use HelloSend Campaigns to send messages to multiple recipients at once—for promotions, updates, or notifications. You can filter your audience by Salesforce fields (e.g., status, region).
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Automated Workflows
Trigger SMS or WhatsApp messages automatically based on Salesforce workflows. For example:
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Send an SMS when a lead is assigned
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Notify customers when a case is resolved
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Follow up after a deal closes
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WhatsApp Conversations
Start and reply to WhatsApp messages directly from within Salesforce using either a mobile-linked or WhatsApp Business API number. Messages are synced to the appropriate record.
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Benefits of Using HelloSend – SMS and WhatsApp for Salesforce
Unified Messaging Inside Salesforce
Send and receive SMS and WhatsApp messages without leaving the CRM.
Trackable Conversations
Messages are automatically synced with leads, contacts, or case records.
Campaigns & Automation
Trigger messages or workflows based on Salesforce logic (e.g., field updates, stage changes, or record assignments).
Multiple Number Support
Use different numbers for departments, teams, or users with flexible configurations.
WhatsApp Integration
Send messages using your preferred provider—Twilio, RingCentral, or WhatsApp Business.
Conclusion
Integrating HelloSend with Salesforce gives your business a powerful, multi-channel communication hub. By combining SMS, WhatsApp, into a single interface, your team can engage with leads and customers faster, track every conversation, and automate outreach at scale.
Whether you're closing deals or resolving support tickets, HelloSend ensures your Salesforce workflows are as connected and efficient as your communication.
