Skip to main content

​
Overview

This guide explains how to connect Salesforce with ContactSwing to execute multi-channel campaigns (calls, SMS, email, WhatsApp) directly from your Salesforce dashboard. Automate sales and marketing outreach without switching platforms.

​
🎥 Video walkthrough

​
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 ContactSwing application. Here, you’ll find a list of external services available for integration. Select Salesforce to start the setup process.Integrations
2

Sign in to Salesforce

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

Enter your Salesforce credentials

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

Connected!

Once authenticated, you’ll see a confirmation message that your Salesforce account is now connected to ContactSwing. You can now run campaigns directly from your Salesforce dashboard. 🎉
Next Steps: After integration, log in to your Salesforce account:
https://orgfarm-1f12ed1797-dev-ed.develop.lightning.force.com/lightning/page/home

​
Run Campaigns from Salesforce

​
🎥 Video walkthrough

1

Navigate to Contacts

Go to Contacts in Salesforce. You can also create new contacts here if needed.
2

Start Campaign

  1. Select the contact(s) you want to reach.
  2. Click ContactSwing in the contact actions menu.
  3. Choose your action: Call, SMS, Email, or WhatsApp.
  4. Select the campaign, touchpoint, and assistant.
  5. Fill in the required details and initiate the campaign.
Example Flow:
  1. Connect your Salesforce account in ContactSwing › Integrations.
  2. In Salesforce, select contacts and click ContactSwing.
  3. Choose your pre-built campaign from ContactSwing (same account).
  4. Initiate — ContactSwing handles the execution.

​
Key Features

​
1. Campaign execution from Salesforce

  • Run multi-channel campaigns (calls, SMS, emails, WhatsApp) directly from Salesforce.
  • No platform switching required.

​
2. Bulk outreach

  • Select multiple contacts and send:
    • Mass SMS
    • Bulk emails
    • Automated WhatsApp
    • Auto-dial calls
  • Ideal for promotions, event invites, and follow-ups.

​
3. Single contact actions

  • For individual contacts, initiate:
    • Phone calls
    • Quick SMS
    • Personalized emails
    • WhatsApp messages
  • Available natively in Salesforce contact views.

​
4. No data import required

  • ContactSwing does not import your Salesforce data.
  • All data stays secure in Salesforce — we only execute communication actions.
  • Ensures compliance and simplicity.

​
5. Import campaigns from ContactSwing

  • Import your ContactSwing campaigns into Salesforce for execution.
  • Design in ContactSwing, run from Salesforce.

​
Use Cases

  • Sales Teams: Instant lead follow-ups 📞
  • Support Teams: Quick status updates 📨
  • Marketing Teams: Bulk promotional campaigns 📢
  • Account Managers: Personalized client outreach 🤝