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Overview

This guide explains how to authenticate Salesforce with ContactSwing and use it to execute multi-channel outreach from the Salesforce interface. Automate your sales and marketing campaigns with Salesforce. This guide shows you how to connect Salesforce with ContactSwing’s AI capabilities.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to add the Salesforce integration:
1

Go to the Integrations section

Go to the Integrations section in your application. Here, you find a list of external services available for integration. Select Salesforce to start the setup process.Integrations
2

Sign in to Salesforce

In the Integrations section in ContactsWing, click Sign in to Salesforce. This redirects you to the Salesforce login page.Salesforce login
3

Enter your Salesforce details

On the Salesforce login screen, enter your Salesforce username and password to authorize the integration. Make sure your account has the necessary permissions for third-party integrations.Salesforce auth
4

Connected!

Once authenticated, you see a confirmation message indicating your Salesforce account is now connected to ContactsWing. You can now run campaigns from within your Salesforce dashboard. 🎉

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Key features

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1. Campaign execution from Salesforce

  • Run multi-channel campaigns (calls, SMS, emails, WhatsApp) directly from within Salesforce.
  • Select your contacts in the Salesforce dashboard, choose the action, and go live—no switching platforms.

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2. Bulk outreach

  • Select multiple contacts within Salesforce and send:
    • Mass SMS
    • Bulk emails
    • Automated WhatsApp messages
    • Auto-dial calls
  • Perfect for promotions, event invites, follow-ups, or customer updates.

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3. Single contact actions

  • For individual contacts, initiate:
    • A phone call
    • A quick SMS
    • A personalized email
    • A WhatsApp message
  • All available natively in the Salesforce contact view, powered by ContactsWing.

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4. No data import needed

  • We don’t import Salesforce data into our system.
  • Everything stays in Salesforce—ContactsWing just powers the communication actions behind the scenes.
  • This ensures data compliance, security, and simplicity.

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5. Campaign sync from ContactsWing

  • You can import campaigns from ContactsWing into Salesforce, making them accessible for execution from the Salesforce interface.
  • This gives you the flexibility to design campaigns in ContactsWing and execute them where your teams already operate.

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Use cases

  • Sales Teams: Reach leads instantly during pipeline follow-up. 📞
  • Support Teams: Quickly send status updates or reminders. 📨
  • Marketing Teams: Run bulk promotional campaigns with zero hassle. 📢
  • Account Managers: Stay in touch with key clients via personalized messages or calls. 🤝