Automate SMS, MMS, and Online Fax From Salesforce
Send and receive SMS, MMS, and secure online faxes directly from Salesforce. SMS & Fax Hub brings two-way texting, bulk messaging, and automated communication into one place, with every message linked to the right Salesforce record. Whether you're sending customer updates, managing support requests, scheduling reminders, or exchanging important documents, your team can communicate faster without switching between tools.
Automate Customer Conversations with Salesforce SMS Integration & Online Fax
Two-Way SMS & MMS Conversations Keep Every Reply Inside Salesforce
Stop juggling multiple tools. SMS & Fax Hub brings SMS, MMS, voice, voicemail, and secure fax into one clean, unified workspace, so teams work faster and nothing slips through the cracks. Conversations are automatically linked to Leads, Contacts, Accounts, Opportunities, Cases, and custom objects, so everyone can see the full message history. Whether you are responding to a customer question or following up on an open request, you can keep the conversation moving without leaving Salesforce.
- Two-way SMS and MMS conversations tied to every record
- Built-in opt-in, opt-out, and resubscribe keywords to support TCPA requirements
- Number porting keeps your existing landline or mobile numbers
A Unified Inbox Helps Your Team Manage Conversations Faster
The unified inbox brings all text activity into one view, making Salesforce SMS service interactions easy to manage. Users can filter conversations, assign items, and reply instantly without opening individual records. Your team can prioritize incoming requests, see previous replies, and make sure important conversations are followed up on.
- Filter and prioritize incoming conversations
- Assign messages to the right team member for follow-up
- Reply from one screen with access to complete message history
Dynamic Templates Personalize Bulk SMS and Fax Messaging From Salesforce
Create communication that feels personal, even when sending it to hundreds of people. Dynamic SMS and MMS templates and customizable fax cover sheets help your team send tailored updates without writing every message from scratch. You can use Salesforce information to personalize messages, send bulk SMS to selected recipients, and schedule reminders or updates at the right time.
- Dynamic templates for SMS, MMS, and fax, including personalized cover sheets
- Bulk SMS and MMS messaging with Salesforce record information
- Scheduled messages and campaigns for large groups of recipients
Send and Receive Secure Online Faxes Directly in Salesforce
Send and receive electronic faxes without using physical fax machines or separate software. SMS & Fax Hub supports encrypted fax transmission, multiple attachments, and large, multi-page documents. Incoming faxes can be converted to PDFs and linked to the right Salesforce records. With encrypted transmission, delivery confirmations, and activity history, your team can manage sensitive documents while supporting applicable compliance requirements, including HIPAA-related fax workflows.
- Send and receive encrypted faxes with multiple attachments and large documents
- Convert incoming faxes to PDFs and automatically route them to Salesforce records
- Get real-time fax alerts, delivery confirmations, and complete fax history
Dashboards & Tracking Give Full Visibility Into Every Message and Fax
With built-in dashboards, teams can monitor inbound, outbound, and delivery performance for both SMS and fax without leaving Salesforce. Customizable reports make it easy to spot failed or delayed messages, review communication activity, and understand how your teams are using SMS and fax. The solution scales smoothly through high-volume bursts of texts and faxes, so performance stays consistent as your organization grows.
- Customizable dashboards track SMS and fax delivery performance
- Spot failed or delayed messages and faxes at a glance
- Keep searchable message records, delivery status, and communication history for reporting and audits
How SMS and Fax Hub Improves Response Times, Cuts Follow-Ups, and Accelerates Document Turnaround
43%Faster Response Times
Teams handle messages and faxes in one place, cutting down the jumping between apps. Most users see response times improve noticeably within weeks, based on customer-reported outcomes.
28%More Conversations Closed the Same Day
Compared to prior manual workflows, with a unified inbox and instant Salesforce SMS replies, teams move conversations forward faster, leading to a significant boost in same-day resolutions.
31%Drop in Manual Follow-Ups
Based on customer data across deployments, automation handles routine updates, scheduled texts, and routed faxes. That usually reduces repetitive follow-up tasks across support and operations teams.
52%Faster Document Turnaround
Based on average results across our customer implementations, secure online faxing eliminates scanning, printing, and manual routing. Most teams see fax-related document turnaround times shrink by about 52%.
Why Communication Teams Choose SMS and Fax Hub for High-Volume Salesforce Messaging
Keep Your Existing Phone Numbers with Number Porting
Continue using your existing business landline or mobile numbers for text messaging. SMS & Fax Hub supports number porting and text-enabling of eligible numbers, so customers can reach you through familiar contact numbers.
Simplify 10DLC and Messaging Consent Management
Support business texting requirements with 10DLC messaging, automatic opt-out handling, and resubscribe keywords. Keep messaging preferences organized and reduce the effort of managing customer consent.
Lets Your Team Reply From Anywhere
The mobile-friendly interface makes it easy to jump into Salesforce text messaging on the go, so conversations don’t stall just because you’re away from your desk.
Supports Calls and Voicemail Alongside Messaging
Connect supported calling and voicemail services with Salesforce. Features include click-to-dial, call logging, call notes, routing or forwarding, and voicemail playback and follow-up within Salesforce, depending on the configured telephony services.
Built for High-Volume Communication Days
Whether it’s renewal season or a busy support week, the solution handles large bursts of texts and faxes without slowing down your Salesforce messaging app workflow.
Plays Nicely With Everything Else You Use
From custom objects to API integrations, it fits easily into the workflows you already rely on, making SMS for Salesforce feel like a natural extension of your daily tools.
Learn. Build. Grow.
Frequently Asked Questions
How does SMS & Fax Hub support HIPAA messaging and compliance?
Cloud Maven’s SMS & Fax Hub ensures secure online fax service and Salesforce text messaging remain HIPAA-compliant. All communications are encrypted, tracked, and stored safely inside your CRM.
Key compliance features include:
- End-to-end encryption for fax in Salesforce
- Audit logs with record-level tracking
- Role-based permissions and consent management
Can I use the platform for bulk SMS and MMS campaigns?
Yes, our platform fully supports bulk SMS solution and MMS bulk campaigns with high-volume messaging directly from Salesforce. You can create targeted lists, personalize templates, and send automated messages from Salesforce while tracking delivery, replies, and open rates in real time.
What is “conversational messaging” and how does it work in Salesforce?
Conversational messaging means two-way, real-time Salesforce SMS messaging with total context.
Here’s how it works:
- Replies to SMS or MMS are automatically linked to Salesforce records
- Threads show in a unified view for leads or cases
- Agents reply in Salesforce, retaining total message history and compliance visibility
How do I integrate SMS and fax with Salesforce and track messages?
Our platform provides native SMS integration with Salesforce and support for e-fax without third-party tools. Messages or faxes can be automated from record changes or updates, approvals, or workflows. Every Salesforce SMS or fax sent or received is logged for tracking, delivery confirmation, and compliance reporting.
What are the costs and pricing model for SMS & Fax Hub?
Our Salesforce SMS pricing model is simple and scalable: $10 per user per month, a minimum of five licenses, and a 15-day free trial. Actual messaging costs depend on usage and the services selected. You only pay for what you use, whether that is sending or receiving messages or faxes. There are no hidden fees or per-seat charges, making it easy to manage costs as you scale.
- Tiered pricing for SMS, MMS, and electronic fax volumes
- Flexible monthly billing and transparent usage dashboards
- Cost-effective for small to enterprise-scale Salesforce messaging app users
Does SMS & Fax Hub support voice calls and voicemail?
Yes, our solution supports call management and voicemail capabilities through configured telephony integrations. Depending on the services enabled, teams can use click-to-dial, call logs, call routing, and voicemail recording or playback within Salesforce.
