Clerk SMS for Salesforce
Send and receive text messages with your existing contacts, leads, and opportunities natively in Salesforce. Connect your existing Twilio, RingCentral account, or get a new number.
Jeff GelwixPresident @ Sonic Drive-in
Clerk Chat is a beautifully built solution that is flexible, customizable, intuitive, and perfect for collaboration. We love the Clerk Chat platform, but what we love even more is how amazing and caring the team behind it is.
Read more on Trustpilot
Cruz M.Professional Independent Marketer
As a marketing professional, I had trouble communicating with my contractors because we used Slack and Teams, but they weren't always online. I spent months looking for a tool to help me send text messages or WhatsApp messages to them so they could log in to Zoom and Google Meets. Plus, Clerk Chat also allows me text my clients that I have on HubSpot CRM.
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Katrina BoganyPresident of Fab Finishes, Inc.
Clerk Chat is truly the missing piece of the puzzle with Teams! It makes Teams a complete communications solution, by adding the vitally important SMS texting functionality to the platform. In addition, Clerk Chat’s support is excellent.
Read more on Trustpilot
Send SMS from Salesforce
Send and receive text messages with your existing contacts, leads, and opportunities natively in Salesforce. Connect your existing Twilio, RingCentral account, or get a new number.
Sales Teams Need SMS
Long live e-mail and cold-calls. The easiest way to get in front of your potential and existing customers in the most personable way is via text messages. Connect Clerk in minutes and use SMS with the tools you already know and love.
Scheduled Slack SMS Campaigns
95% of SMS are read in the first 5 minutes. Included in all plans, you can start sending important alerts, thousands of messages, marketing campaigns or promotions in one click. You can even schedule multiple SMS campaigns minutes, days and weeks in advance.
Compliance without complexity
Mitigate liability, simplify audits, and meet regulations with SOC 2 certification, eDiscovery integrations, and an optimized 10DLC registration.
Analytics for calling and messaging
Filter by time, team, or individual, compare trends, and analyze outgoing vs. incoming messages with easy-to-read line and bar graphs.
Integrations
Clerks integrate with your favorite platforms and channels
Trusted connections for scalable communication.
See all integrations ➜
Read moreSalesforce
Automatically sync all your contacts and their key details so you can personalize communication at scale.
Read moreMicrosoft Teams
Integrate with the leading CRM natively built for Microsoft Teams. Send messages to lists and groups to drive revenue.
Read moreGenesys
Seamlessly integrate with Genesys to power advanced AI conversational agents using your existing workflows.
SMS
Reach customers on the most supported channel.
RCS
Upgrade traditional SMS and bring your messages to life.
WhatsApp
Let customers reach your business directly.
Voice
AI agents for inbound and outbound calls.
Ask our team
Read our guides
Explore our Microsoft Teams resources
From setup to strategy, discover how to optimize messaging in Microsoft Teams with the latest expert insights, guides, and best practices
What is Operator Connect for Microsoft Teams, how does it work, and what are the benefits? Learn everything you need to know about getting started with Operator Connect here.
Read the Article
September 12, 2024
What is Microsoft Teams Direct Routing, what are the benefits, and how can you decide if direct routing is right for you? Find this in this comprehensive Clerk Chat guide.
Read the Article
August 30, 2024
Learn how to take your Microsoft Teams SMS strategy to the next level, with a native, AI-enhanced, and scalable solution from Clerk Chat.
Read the Article
July 14, 2025
FAQ
Have questions? We've got answers.
Find what you need quickly and clearly with our most frequently asked questions.
Clerk allows you to send ansupportedde text messages to your leads and contacts natively in Salesforce.
Just add Clerk to your Salesforce workspace, input your Twilio credentials and start sending and receiving SMS/MMS in realtime all in Salesforce.
Clerk allows you to have a unique number for every member of your Salesforce organization. You can get one or 10,000+ phone numbers. Clerk scales with your organization.
Absolutely. Please reach out to support@clerk.chat and we will get back to you asap.
Yes. Our bulk texting service lets you reach large groups of people with a single text. Manage your marketing efforts in one place with the Marketing Cloud integration.
Use Clerk the same way you would use your mobile phone. Both emoji and image messages are supported.
Calling functionality is currently in Beta. If you would like to enable calling from Salesforce please reach out to our support team.
Clerk has a number of unique integrations with tools such as Hubspot, Gsuite, Salesforce.
