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API Integration GuideWorkflow + HTTP Request

Connect Salesforce to SMS and supported iMessage workflows

Salesforce is the most widely deployed enterprise CRM — Sales Cloud and Service Cloud teams run lead routing, opportunity management, and case handling on it, with Flow and Apex as the automation backbone.

SendiMessage adds managed messaging to those automations. A record-triggered Flow with an HTTP callout (via External Services or an Apex invocable using Named Credentials) posts to the SendiMessage API when an opportunity advances, a case updates, or a field service appointment nears. Delivery confirmations and customer replies return through signed webhooks, and your handler writes them to the record as Tasks or Platform Events.

Connect SendiMessage to Salesforce using the SendiMessage REST API, CRM workflow automation, server-side functions, or webhooks. There is no native Salesforce marketplace application today — the methods below are what actually works, labeled honestly.

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What this integration enables

Lead follow-up
Message a new lead shortly after capture, while interest is warm and consent is fresh.
Appointment reminders
Remind contacts before meetings and bookings created in the CRM.
Sales notifications
Confirm quotes, proposals, and next steps as deals progress.
Customer support updates
Keep customers informed as cases and tickets move forward.
Renewal and payment reminders
Nudge customers ahead of renewals or due invoices.
Two-way conversations
Incoming replies return through webhooks and can be written back to the record timeline.

Implementation options

Salesforce Flow or Apex (with Named Credentials) + HTTP request
Use Salesforce Flow or Apex (with Named Credentials) to call POST /send-message directly when a record changes. Fastest path when your plan supports outbound HTTP calls.
Middleware integration
A small backend service sits between Salesforce and SendiMessage: it receives CRM events, applies your consent and formatting rules, sends the message, and writes delivery events back to the record.
Automation platform
Zapier, Make, n8n, or Power Automate can bridge Salesforce triggers to SendiMessage HTTP actions without custom code.
Webhook-based synchronization
SendiMessage posts outbound and receive events to your endpoint; correlate them with the stored message_handle (or ids embedded in your status_callback URL) to update the Salesforce timeline.

Architecture

How it fits together: Salesforce event, then Workflow or backend, then SendiMessage API, then Managed messaging line, then SMS or supported iMessage, then Customer, then Delivery or reply event, then Signed webhook, then Salesforce timeline update.
  1. Salesforce eventA record changes, a stage moves, or a workflow fires
  2. Workflow or backendSalesforce automation or your middleware prepares the request
  3. SendiMessage APIPOST /send-message — the message is validated and queued
  4. Managed messaging lineYour dedicated line sends the message
  5. SMS or supported iMessageChannel routing picks iMessage where supported, SMS otherwise
  6. CustomerThe message arrives; the customer can reply
  7. Delivery or reply eventSendiMessage records what actually happened
  8. Signed webhookYour endpoint receives outbound or receive
  9. Salesforce timeline updateYour handler writes the event back as activity

Example request

Workflow payload
{
  "number": "{{contact.phone}}",
  "content": "Hi {{contact.first_name}}, your appointment is tomorrow at 10:00 AM."
}

Template variables like {{contact.phone}} are illustrative — replace them with your platform's own merge syntax or values resolved by your middleware. Correlate delivery events by storing the returned message_handle on your own record.

Delivery events and incoming replies

Correlate delivery events with the message_handle you stored at send time (or with ids embedded in your per-message status_callback URL); replies carry the contact's number and conversation, which your middleware maps to the right Salesforce record. Automatic Salesforce synchronization is not built in — your handler (or automation platform) performs the write-back.

webhook event
// "outbound" event → your salesforce endpoint
// Verify the SendiMessage-Signature header (t={timestamp},v1=HMAC-SHA256 of
// "{timestamp}.{raw body}", keyed with your webhook secret), then use
// GET /v2/messages/{message_handle} for authoritative state and match it to
// your contact_id in salesforce.

Limitations and honest notes

  • iMessage delivery is available on supported messaging lines and destinations. Recipients without iMessage receive SMS when fallback is configured — never assume universal iMessage availability.
  • Messages are accepted asynchronously — the API returns status QUEUED and final status arrives via webhook or the message endpoints.
  • No official SDK for this ecosystem yet — the example uses plain HTTP against the REST API. Official SDKs are published for JavaScript/TypeScript (npm: sendimessage), Python (PyPI: sendimessage), PHP (Composer: sendimessage/sdk), and Go (github.com/sendimessage/sendimessage-go). Every SDK is dependency-free and covers the full public API surface.
  • A native Salesforce marketplace application is not available today. The integration methods on this page are API-based.
  • Send messages only to recipients who expect them. Transactional and operational messaging is the primary use case — unsolicited bulk marketing is not.

Security considerations

  • Store the SendiMessage API key in Salesforce's credential store, your middleware's secret manager, or your automation platform's connection vault — never in front-end scripts or record fields.
  • Verify the signature header on every webhook before writing anything back to the CRM.
  • Send only the fields the message needs (phone, first name); keep full CRM records out of message payloads and logs.

Frequently asked questions

Does SendiMessage have a native Salesforce application?
Not today. Salesforce connects through the SendiMessage REST API — via Salesforce Flow or Apex (with Named Credentials), middleware, or an automation platform. This page is an API integration guide, and statuses on this site only say "native" when a native app has actually shipped.
Can Salesforce workflows send SMS through SendiMessage?
Yes — any Salesforce automation that can make an outbound HTTP request (directly or via middleware) can call POST /send-message. The response confirms the message is queued; delivery status follows on your webhook.
Can Salesforce trigger iMessage?
Delivery uses iMessage on supported messaging lines and destinations, with SMS fallback when configured. Not every contact supports iMessage, so treat it as an upgrade, not a guarantee.
Can customer replies return to the CRM?
Yes. Incoming replies arrive as receive webhook events carrying the contact's number and conversation. Your middleware or automation platform matches that to the Salesforce record and creates timeline activity or a task.
Do I need middleware?
Only if Salesforce Flow or Apex (with Named Credentials) can't make the HTTP calls you need, or you want central consent logic and retry handling. Many teams start with workflow + HTTP or an automation platform and add middleware as volume grows.
Where should API credentials be stored?
Server-side only: the CRM's credential store, your middleware's secrets manager, or the automation platform's connection vault. Never in client-side scripts, record fields, or shared documents.
How is pricing calculated?
Per active messaging line, billed monthly, with usage according to your agreement. The team confirms per-line pricing for your countries and volume during onboarding.
Should I use Flow, Apex, or middleware for Salesforce?
Flow + External Services suits declarative teams and simple sends. Apex invocables give full control over payloads and error handling, with Named Credentials holding the endpoint and key. Middleware wins when several orgs or systems share one messaging layer, or when reply routing logic outgrows the org.

Ready to connect Salesforce?

Request a messaging line and a SendiMessage integration specialist will review your Salesforce workflow and guide the setup.