Skip to content

Streamline Texting with Mogli and Salesforce Automation

Leverage the Salesforce automation features you know and love to seamlessly incorporate Mogli text messages into your workflows.

Mogli_Jane_Floating v2

Automate any text message right from Salesforce

Get your time back and maximize messaging personalization with custom automations for any Salesforce instance. Enhance your SMS and WhatsApp communications to align seamlessly with the rest of your Salesforce platform. Using Salesforce automation functionality, such as Flow Builder, allows you to scale efficiently and tap into every engagement opportunity.

Whether you use Sales Cloud or other industry-specific clouds, our SMS automation features will fit right into your Salesforce org.
Mogli Favicon
mogli

Create custom next-step triggers

Create custom notifications and next-step triggers to craft personalized, highly relevant text messages. Based on the actions your audience takes, Mogli can trigger reminders, updates, transactional text messages, and much more. You can even send out messages in the recipient's native language automatically!

Benefits of Mogli's AI-Powered Message
Recommendations

Deliver More Engaging, Personalized Messages with More Efficiency.

staff communications (1)
Scheduled Messages
Send scheduled, time-based text messages like appointment reminders
 
mogli-SMS-automations (1)
Custom Workflows
Send custom, multichannel automated workflows that incorporate texts
 
mogli-bulk-sms (1)
Triggers
Send personalized text messages triggered by a recipient's actions or record updates and changes
 

Common use cases for automated texts

You can leverage automated texts to further all kinds of goals, from customer engagement to fundraising to sharing urgent updates. For instance, Mogli’s text automation capabilities can help you:

  • Escalate a customer support ticket or alert a customer service or sales representative.
  • Schedule employee and volunteer shifts with conditional logic.
  • Notify an agent to contact senders when you receive certain inbound keyword queries.
  • Handoff students from recruiting to admissions to student success to alumni relations departments as they move through the student lifecycle.
  • Reduce no-shows by automating appointment and event reminders using Flow Builder.
about

Why choose Mogli for Salesforce
text automation?

We make texting on Salesforce easy for organizations of all kinds. When you work with Mogli, you get:

mogli-sms-whatsapp-easy-report-insalesforce
Intuitive Interface
Text messaging solutions built on Salesforce, for Salesforce, using all the capabilities you know and love.
one-on-one conversations via text message with financial services clients from mogli on salesforce
Limitless Potential
Practically limitless SMS automation capabilities. The sky’s the limit when it comes to texting with Mogli—anything you can do in Salesforce, you can do with text messages incorporated.
mogli-bulk-sms (1)
Experienced Team
Decades of mobile engagement experience and expertise on your side. No matter what your SMS goals are or how you want to leverage Salesforce automation, we’re here to help.

Ready to simplify text message automation with Mogli?

Book a discovery call with us. We'll discuss your use case and how Mogli can help.