Prompt.io in Salesforce Walkthrough
Integration Feature Highlights
- Plugin can be installed on Contacts, Accounts, Leads, Opportunities, and Cases.
- Messages will be written back as Tasks on the record.
- Channel will default to the one that was last used for that contact, but also gives you an opportunity to select a different one if needed.
- Allows for your texters to live in one system and not have to switch between Salesforce and Prompt.io