---
title: "Salesforce: Workflows"
description: "Salesforce automation: Linq workflow/flow actions to send iMessage/SMS, check iMessage capability, share contact card"
---

[Skip to content](https://help.linqapp.com/salesforce-workflows#main-content)

English

Show submenu for translations

[![Cube-Linq-w](https://help.linqapp.com/hs-fs/hubfs/Cube-Linq-w.png?width=200&height=89&name=Cube-Linq-w.png)](https://linqapp.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Go to linqapp.com](https://linqapp.com/)

[Go to linqapp.com](https://linqapp.com/?hsLang=en)

 How can we help?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.linqapp.com/?hsLang=en)
2. [Linq Blue](https://help.linqapp.com/linq-blue?hsLang=en)
3. [Integration: Salesforce](https://help.linqapp.com/linq-blue?hsLang=en#integration-salesforce)

January 15, 2026

# Salesforce: Workflows

### Using Linq Workflow Actions in Salesforce

The Linq–Salesforce integration includes custom workflow/flow actions that let you:

- Automatically send iMessages/SMS through Linq
- Check whether a phone number supports iMessage before sending
- Trigger messages or checks as part of Salesforce automation (Workflows/Flows)
- Send contact card to existing contacts

---

#### Step 1: Create a Workflow Rule

1. In Salesforce, go to **Setup**.
   
   ![Screenshot 2025-12-08 at 1.06.31 PM](https://help.linqapp.com/hs-fs/hubfs/Screenshot%202025-12-08%20at%201.06.31%20PM.png?width=269&height=462&name=Screenshot%202025-12-08%20at%201.06.31%20PM.png)
2. In the Quick Find box, search for **Workflow Rules**.
   
   ![Screenshot 2025-12-08 at 1.11.11 PM](https://help.linqapp.com/hs-fs/hubfs/Screenshot%202025-12-08%20at%201.11.11%20PM.png?width=220&height=44&name=Screenshot%202025-12-08%20at%201.11.11%20PM.png)
3. Click **New Rule**.
   
   ![Screenshot 2025-12-08 at 1.11.49 PM](https://help.linqapp.com/hs-fs/hubfs/Screenshot%202025-12-08%20at%201.11.49%20PM.png?width=63&height=23&name=Screenshot%202025-12-08%20at%201.11.49%20PM.png)
4. Choose the object you want to run this on, for example:
   
     - **Lead Activity**
     - **Contact Activity**
     - Or another activity/interaction object used by your team.
5. Define your rule criteria, such as:
   
     - “Message Sent = True”
     - “Call Completed = True”
     - A specific status or field value that should trigger Linq.
6. Add the appropriate **Workflow Action** (see the Linq actions below).
   
   ![Screenshot 2025-12-08 at 1.14.51 PM](https://help.linqapp.com/hs-fs/hubfs/Screenshot%202025-12-08%20at%201.14.51%20PM.png?width=302&height=214&name=Screenshot%202025-12-08%20at%201.14.51%20PM.png)
7. Click **Save** (and activate the rule when you’re ready).

> ![image (24)](https://help.linqapp.com/hs-fs/hubfs/image%20(24).png?width=311&height=408&name=image%20(24).png)

---

#### Linq Workflow Actions

The Linq integration exposes two key actions you can use in Workflow Rules and Flows:

1. **Linq – Send iMessage/SMS**
2. **Linq – Check iMessage Capability**
3. **Linq - Share contact card**

- [Linq Blue](https://help.linqapp.com/linq-blue?hsLang=en#main-content)

    - [Linq Blue Subscription](https://help.linqapp.com/linq-blue?hsLang=en#linq-blue-subscription)
    - [Linq Zero](https://help.linqapp.com/linq-blue?hsLang=en#linq-zero)
    - [Integration: GHL](https://help.linqapp.com/linq-blue?hsLang=en#integration-ghl)
    - [Integration: Salesforce](https://help.linqapp.com/linq-blue?hsLang=en#integration-salesforce)
    - [Integration: HubSpot](https://help.linqapp.com/linq-blue?hsLang=en#integration-hubspot)
- [Linq One](https://help.linqapp.com/linq-one?hsLang=en#main-content)

    - [FAQs](https://help.linqapp.com/linq-one?hsLang=en#faqs)
    - [Linq App](https://help.linqapp.com/linq-one?hsLang=en#linq-app)
    - [Admin Dashboard](https://help.linqapp.com/linq-one?hsLang=en#admin-dashboard)
    - [Products](https://help.linqapp.com/linq-one?hsLang=en#products)
    - [Troubleshooting](https://help.linqapp.com/linq-one?hsLang=en#troubleshooting)
- [API](https://help.linqapp.com/api?hsLang=en#main-content)

    - [Sandbox](https://help.linqapp.com/api?hsLang=en#sandbox)
    - [API Resources](https://help.linqapp.com/api?hsLang=en#api-resources)

[![Cube-Linq-w](https://help.linqapp.com/hs-fs/hubfs/Cube-Linq-w.png?width=197&height=88&name=Cube-Linq-w.png "Cube-Linq-w")](https://linqapp.com/?hsLang=en)

linqapp.com Help Center

Copyright © 2025, Linq