> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesmsg Integration

> SMS & MMS messaging for sales teams

![Salesmsg](https://mintcdn.com/orbitai-d647f397/xAyOn7AVz_trk1Dg/_images/integrations/salesmsg.webp?fit=max\&auto=format\&n=xAyOn7AVz_trk1Dg\&q=85\&s=348b4c95a922061b0f97b763484dfa65)

> [!NOTE]
>
> Salesmsg is an **Advanced** plan feature. It is used with **Sequences** (also on Advanced) to send automated SMS and MMS to enrolled contacts.

[Visit Salesmsg](https://www.salesmessage.com)

Connect your Salesmsg account to OrbitForms and send SMS and MMS messages to your leads and contacts
automatically. Use Salesmsg with **Sequences** for automated multi-step outreach with SMS steps.
Salesmsg is a **personal integration** — each team member connects their own Salesmsg account.

> [card] Automated SMS outreach
>
> Send text messages from sequence SMS steps alongside email steps

> [card] Inbox & default number
>
> Choose a Salesmsg inbox (for conversations) and a default sending number in Sending settings, then save

> [card] Sequence sender
>
> Pick the **Send from number** once per sequence (Settings → SMS); Orbit uses that team member's Salesmsg connection

> [card] Easy setup
>
> Connect in a few minutes with secure OAuth — your Salesmsg password is never shared

> [!NOTE]
>
> **Personal integration** — Salesmsg is connected per user, not per team. Each team member who wants
> their number available for sequences should connect in **Settings → Sending** under **SMS Sending**.
> When a sequence sends SMS, it uses the **Send from number** you chose in that sequence's settings;
> that number belongs to a specific team member's Salesmsg account.

## Before you begin

You will need:

* An OrbitForms **Advanced** plan (Sequences + SMS messaging)
* A Salesmsg account with an active subscription
* At least one phone number configured in Salesmsg
* Access to your Salesmsg account to authorize OrbitForms
* Member access to your OrbitForms team

## Setup guide

**1. Open Sending settings**

Go to **Settings → Sending** in OrbitForms. Find the **SMS Sending** section below email domain configuration.

**2. Authorize with Salesmsg**

Click **Connect with Salesmsg**. You will be redirected to Salesmsg to authorize OrbitForms.
Log in and approve the connection; you will return to OrbitForms automatically.

> [!NOTE]
>
> **Secure OAuth** — OrbitForms uses OAuth 2.0. Access tokens are stored securely; your Salesmsg password is not kept by OrbitForms. You can disconnect anytime in Sending settings.

**3. Choose your Salesmsg inbox**

After connecting, open the **Message Inbox** dropdown and select the Salesmsg inbox (team) to use for conversations. The Salesmsg API requires this for creating conversations and sending messages.

**4. Choose your default phone number**

Open **Default Phone Number** and select the number that should be used when no other number is chosen at the sequence level.

**5. Save settings**

Click **Save Settings** so your inbox and default number are stored. If you change inbox or numbers in Salesmsg later, update and save here again (or disconnect and reconnect if lists look stale).

**6. Configure each sequence that has SMS**

Open your sequence, add **SMS** steps as needed, then go to the **Settings** tab. In the **SMS** section, choose **Send from number** (required to publish when the sequence includes SMS). The list includes numbers from every team member who has connected Salesmsg.

## Using with sequences

Sequences can mix **email** and **SMS** steps with delays between them.

| What | Where |
| - | - |
| **Connect Salesmsg** | **Settings → Sending** → **SMS Sending** (per team member who sends) |
| **Default inbox & number** | Same place, after connect — **Message Inbox**, **Default Phone Number**, then **Save Settings** |
| **Which number sends for this sequence** | Sequence **Settings** tab → **SMS** → **Send from number** (required if the sequence has SMS steps) |

Orbit sends each SMS using the Salesmsg account tied to the sequence **Send from number**. You must set that field to **publish** any sequence that includes SMS steps.

### Example sequence

1. Step 1: Send introductory email (Day 0)
2. Step 2: Follow up with SMS via Salesmsg (Day 2)
3. Step 3: Send detailed email with case study (Day 5)
4. Step 4: Final SMS follow-up if no reply (Day 7)

## Troubleshooting

> [accordion] Connection or authorization issues
>
> Disconnect and reconnect Salesmsg in **Settings → Sending**. Confirm you are logged into the correct Salesmsg account when the OAuth window opens. If you see a reconnect prompt, complete it so tokens stay valid.

> [accordion] Messages are not delivered
>
> Check that the contact has a **phone** field in E.164 format (e.g. +14155551234). Confirm your Salesmsg account has credits, the sending number is active, and the recipient has not opted out or blocked messaging.

> [accordion] No phone numbers after connecting
>
> In Salesmsg, confirm at least one number exists (Salesmsg → Numbers). Return to OrbitForms, open **SMS Sending**, and use **Save Settings** after selecting inbox and number. If the list is empty, try disconnect and reconnect.

> [accordion] Errors about inbox, team, or conversation
>
> Select a **Message Inbox** in **Settings → Sending**, click **Save Settings**, and retry. Sending requires a valid Salesmsg inbox ID. Reconnecting refreshes inbox metadata if something changed in Salesmsg.

> [accordion] Cannot publish / "Select a Send From Number"
>
> Open the sequence **Settings** tab → **SMS** section and choose **Send from number**. The teammate who owns that number must have Salesmsg connected under **SMS Sending** without connection errors.

> [accordion] My number does not appear in the sequence list
>
> The **Send from number** list only includes numbers from users who have connected Salesmsg for your team. That user should connect (or reconnect) under **Settings → Sending** → **SMS Sending**.

> [!NOTE]
>
> **Still need help?** Reach out at [support@orbitforms.ai](mailto:support@orbitforms.ai) or visit the [Help Center](https://docs.useorbitcrm.ai/support).

***

## Ready to connect Salesmsg?

Start sending SMS messages to your leads in minutes. Connect your Salesmsg account now.

[Connect Salesmsg →](https://app.useorbitcrm.ai/settings/sending)


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