Salesforce Integration

YetiConnect + Salesforce — Communication That Runs Inside Your CRM

YetiConnect connects to Salesforce with two-way SMS on contact and opportunity records, call logging to activity history, and workflow-triggered messaging sequences.

Works with Salesforce Essentials, Professional, Enterprise, and Unlimited

What's Included in the Salesforce Integration

Every core YetiConnect feature works natively inside Salesforce — no middleware, no workarounds. Your team communicates from the CRM they already use.

Two-Way SMS on Contact & Opportunity Records

Send and receive text messages directly from Salesforce contact and opportunity records. Every conversation is logged to activity history automatically.

AI Voice Dialer with Auto-Logging

Make calls with the AI Smart Dialer and every call is automatically logged to Salesforce activity history — with recording, transcript, and AI-generated summary.

Workflow-Triggered SMS + Voice Sequences

Map your Salesforce pipeline stages to communication triggers. When an opportunity moves stages, YetiConnect fires the right SMS or voice sequence automatically.

Lifecycle Re-Engagement Campaigns

Re-activate past customers and lapsed contacts with automated sequences triggered by Salesforce lifecycle data — no manual outreach required.

Multi-Location Dashboard & Reporting

Manage communication across every location from a single Salesforce instance. Location-specific sender numbers, team assignments, and cross-location reporting built in.

No Zapier or Middleware Required

YetiConnect connects directly to Salesforce via native API. Data flows instantly in both directions — no third-party connectors, no sync delays, no extra costs.

How It Works — Three Steps to Go Live

Connect Your Salesforce Instance

Authorize YetiConnect with your Salesforce org via OAuth. No credentials stored, no admin overhead.

Configure Sender Numbers & Team Assignments

Set up location-specific phone numbers and assign team members to the right communication workflows.

Map Pipeline Stages to Communication Triggers

Connect your Salesforce opportunity stages to automated SMS and voice sequences — then go live.

Salesforce or HubSpot — YetiConnect Works with Both

YetiConnect delivers full feature parity across both Salesforce and HubSpot. Two-way SMS, AI voice dialer, workflow-triggered sequences, lifecycle campaigns, and multi-location management — all available regardless of which CRM you run.

See how both integrations stack up side-by-side on our integrations overview.

View Full Integration Comparison →

Salesforce Integration FAQ

Most teams are fully connected within one business day. The technical integration takes under an hour — the rest of onboarding is spent mapping your pipeline stages, configuring sender numbers, and building your first communication sequences with our strategy team.

Yes. YetiConnect delivers full feature parity across both CRMs. Two-way SMS, AI voice dialer, workflow-triggered sequences, lifecycle re-engagement campaigns, and multi-location management all work natively with your Salesforce instance — no reduced functionality or missing features.

YetiConnect connects directly to Salesforce via native API with two-way sync. Every SMS conversation, call recording, transcript, and AI summary is logged automatically to the relevant contact, lead, or opportunity record in Salesforce. No middleware, no Zapier, no manual exports.

YetiConnect is SOC 2 Type II compliant and encrypts all data in transit and at rest. We use OAuth 2.0 for Salesforce authorization and never store your Salesforce credentials. All communication is TCPA-compliant with built-in opt-out management and consent tracking.

YetiConnect pricing is based on your team size and communication volume, not which CRM you use. The Salesforce integration is included at no additional cost. Contact our team for a custom quote based on your specific needs and location count.

Ready to Connect YetiConnect to Salesforce?

Our team will walk through your Salesforce setup, map your pipeline stages, and build a communication system tailored to your customer journey.