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Streamline Texting with Mogli’s Salesforce Automation

Leverage the Salesforce automation features you know and love to seamlessly incorporate text messages into your workflows.
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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 so they tie in perfectly with the rest of your Salesforce platform. Using standard Salesforce automation functionality like Process Builder, Flow, and Triggers allows you to scale efficiently and tap into every engagement opportunity possible. 

Whether you use Sales Cloud, Service Cloud, EDA, NPSP, or need a custom design, our SMS automation features will fit right into your Salesforce org.

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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!

Time workflows with nuance

Easily create integrated, time-based workflows, like an SMS to email welcome journey, using Process Builder. Time drip campaigns and workflows thanks to SMS automation. Then, seamlessly transition text message conversations and workflows from one team to the next as each recipient’s lifecycle stage or needs change.

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

Automatically update Contact records

Record responses, text engagement data, and recipient actions in your database automatically. Keep Contact records and any other Salesforce objects up to date to manage and strengthen relationships. Since all of your text messages are housed in Salesforce, you don’t have to lift a finger to access the engagement data you need.

Types of messages you can send

with Salesforce automation software

Our Salesforce automation software enables organizations to send:

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Scheduled, time-based text messages like appointment reminders

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Custom, multichannel automated workflows that incorporate texts

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Send personalized text messages triggered by a recipient’s actions.

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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 software 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 Process Builder.
  • Automate client self-service conversations and decrease support times with Mogli’s intelligent Salesforce Chatbot.

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:

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Software built on Salesforce, for Salesforce, using all the capabilities you know and love

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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.

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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.

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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
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Ready to simplify text message automation with Mogli?

Book a demo tailored to your use case to learn what our Salesforce automation software can do for you.
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