Instant Lead Follow-Up, Seamlessly Integrated with Saleforce

FranFunnel connects directly with your Salesforce instance to power lightning-fast SMS and email outreach — without changing your CRM workflow.

How It Works

🔄

Capture

New leads appear in both FranFunnel and Salesforce (leads can flow in either direction)

✉️ 

Trigger

FranFunnel instantly sends a personalized SMS and/or email based on your preferred segments

📈 

Engage

Engaged leads show up directly in FranFunnel and messaging is pushed back to Salesforce as tasks

1. FranFunnel activity auto-logged inside Salesforce activity feed

2. FranFunnel is an official Salesforce Consulting Partner

Why Use FranFunnel with Salesforce?

| ✅ | Speed

Reach out to leads within seconds of form submission

| 🤖 | Automation

Trigger outreach without lifting a finger

| 💬 | Text-first

SMS gets responses where email gets ignored

| 🔄 | Two-way sync

Log messages as activities or notes inside Salesforce

| 🔧 | Customizable

Flexible setup via webhooks, Zapier, or direct API

| 🤝 | White-glove onboarding

We handle setup and support from Day 1

Salesforce Partner Badge - FranFunnel

What's Included in the Integration

  • Smart routing logic between Salesforce and FranFunnel

  • Choose lead entry point and preferred messaging flow

  • Smart filters to determine which leads enter FranFunnel, Salesforce or both

  • Trigger messages when new leads are submitted from any lead source

  • Auto-text or email based on lead type or form source

  • Assign leads to specific reps or territories

  • Sync FranFunnel activity logs back to Salesforce

  • Personalized onboarding & support

Real Results

“The Salesforce integration is a game changer — our reps convert faster, and everything shows up exactly where it should, without any extra work.”

— Franchise Development Director, Multi-Unit Fitness Brand

Get Set Up in Minutes, Not Months

We handle the hard parts — you’re up and running before your next lead comes in.

📄 Step 1

You provide account credentials for activity sync

🛠 Step 2

We configure lead flow via a 15-minute screenshare

🧠 Step 3

We map lead fields (name, phone, email, source, etc.)

💻 Step 4

We help you pick outreach flows (SMS, email, or both)

✅ Step 5

We test, launch, and monitor performance

🔁 Step 6

We push message activity back into Salesforce

FranFunnel + Salesforce FAQs

Can FranFunnel push message activity back into Salesforce? +
Yes — we can log SMS and email activity into Salesforce as activities, so your team always has a full view of the conversation history.
Do I need Zapier, or can I connect directly? +
We support both. Most customers use our native Salesforce module with user credentials and a security token, but Zapier is available as a backup if needed.
Can I customize the messaging flow based on lifecycle stage or lead source? +
Absolutely. You can trigger different messages based on any field from Salesforce — including lifecycle stage, lead source, campaign, or form.

Ready to Get Best-in-Class Messaging on Top of Your CRM?

Connect FranFunnel to Salesforce