Dispatch text confirmations on won deals

When a deal is won in Salesforce, send an automated SMS via Smarter Contact to confirm details with the client.

Try:

See all Smarter Contact + Salesforce integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Smarter Contact Explore Smarter Contact →

Triggers

New inbound SMS

Fires when a new text message is received in Smarter Contact.

New call

Fires when a new call comes in or out through Smarter Contact.

Missed call

Fires when a call is missed in Smarter Contact.

Call recording ready

Fires when a call recording finishes processing in Smarter Contact.

Actions

Send an SMS or MMS

Sends a text message through Smarter Contact.

Place an outbound call

Starts an outbound call via Smarter Contact.

Create or update a contact

Creates or updates a contact in Smarter Contact.

Send a voice message

Sends a recorded voice message via Smarter Contact.

Salesforce Explore Salesforce →

Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Send text messages to newly created leads When a new lead is created in Salesforce, automatically send a welcome SMS via Smarter Contact to establish immediate contact. See details

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Smarter Contact, automatically log the activity on the contact's record in Salesforce. See details

See all Smarter Contact + Salesforce integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Dispatch text confirmations on won deals” between Smarter Contact and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Smarter Contact and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Salesforce and Smarter Contact help track phone communications?

Inbound calls, text messages, and missed calls handled in Smarter Contact can automatically log activities or update lead profiles directly inside Salesforce.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Salesforce can prompt Smarter Contact to send an automated SMS confirmation or message to the client.