Mogli + Salesforce® automations

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Using standard Salesforce automation functionality (Process Builder, Flow, and Triggers) allows you to scale efficiently while no messages slip through the cracks.
  • Create custom notifications and next-step triggers like reminders, updates, and transactional messages.
  • Update Contact records and any other Salesforce object.
  • Time drip campaigns or workflows with more nuance and intelligence.
  • Seamlessly transition text message conversations and workflows from one team or department to the next as someone's life cycle stage or needs change.
  • Send out messages based on the recipient's native language.


The Sky is the Limit!

Build custom automations that enhance your SMS 

and WhatsApp communications and that tie in perfectly with the rest of your work on Salesforce.

  • Escalate customer service a ticket or alert a sales or service.
  • Schedule employee and volunteer shifts with conditional logic.agent to contact the sender you receive inbound keyword queries!
  • Auto-fulfill orders, and send invoices with MogliPay!
  • Handoff students from recruiting to admissions to student success to alumni relations as they move through the student lifecycle.
Automations-mockups3-2 Click image to zoom

(Higher Ed uses Mogli automations to transition students from department to department, like this recruiting-to-admissions flow.)

Mogli users integrate text messaging with their other communication channels with workflows similar to this SMS to email notification created in Salesforce's Process Builder


Reduce no-shows by automating appointment and event reminders as this Process Builder demonstrates.


Text messaging solutions for Salesforce®

Our SMS and WhatsApp features work natively in Salesforce with Sales Cloud, Services Cloud, EDA, NPSP and other custom data architectures.

Plus, Mogli's Salesforce Service Consultants implement custom designs.

Book a demo tailored to your use case!

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