logo Live Chat
US +1 323 641 4417 UK +44 740 327 9473 AU +61 488 853 632 IN +91 852 710 0131
Zero-code · Keyword-triggered · Salesforce-native

iText - Easily Configure DIY Conversation Trees with Zero Code

Configure Keyword-Triggered Actions in Minutes. Capture Data from Messages Directly into Salesforce Record Fields.

The only solution for truly zero-code chatbots and polls via Salesforce texting-dynamic, response-triggered actions and data capture, set up in minutes.

4.9/5.0
1,200+ AgentExchange reviews
60K+ users
iText Zero-Code Surveys
Zero
Code to Configure
5 min
Survey to Live
Dynamic
Decision Trees
Auto
Field Data Capture
Any SF
Object Compatible
ITEXT CONVERSATION TREE • SALESFORCE-NATIVE
  • 1
    Define Your Opening Question or Keyword Trigger
    Set a cold-start question or reserve a keyword to kick off the conversation - no coding, just configuration.
  • 2
    Map Response-Based Branches & Actions
    Each response triggers its own action: field update, campaign enrollment, next question, or drip sequence.
  • 3
    Capture Data into Salesforce Record Fields
    Responses are written automatically into any Salesforce record field for progressive profiling and lead scoring.
  • 4
    Chain Surveys, Templates & Drips
    Trigger sequences of surveys, SMS templates, and drip campaigns based on responses - all hands-free.
Dynamic conversation trees live in minutes - built by anyone, zero development cost

What Does iText Bring to the Table? Short Answer - Everything.

iText is 360's pioneering, truly zero-code solution that lets even non-techies - pretty much anyone - create dynamic surveys in 5 minutes without a single line of code. Users can run a Survey via Salesforce texting in no time, create dynamic keyword-triggered automation for progressive profiling, and capture structured data directly into Salesforce record fields.

The only solution for zero-code chatbot designing in Salesforce texting

Use fully configurable decision trees and set up dynamic, response-triggered actions and data-capture in minutes. iText enables out-of-the-box user adoption with admin-friendly setup for faster customization.

Just a Few of the Many Ways iText Changes Business Communication

Response-triggered actions, automated profiling, campaign enrollment, and data capture - all in zero code.

Response-Based SF Actions

An 'Action Handler' that lets you trigger multiple actions and updates based on responses. Each reply drives a distinct Salesforce action - field updates, campaign adds, follow-up scheduling.

Surveys, Polls & Voting

Run intelligent forms, polls, surveys, and voting campaigns over SMS - all configured without code. Recommended over templates for hands-free, zero-intervention conversations.

Trigger Survey & Drip Sequences

Chain sequences of surveys, SMS templates, and drip campaigns based on responses. Start at any question in any survey to reuse multi-purpose flows and avoid repetition.

Response-Based Field Updates

Capture data received over messages directly into Salesforce record fields. Build rich, accurate contact profiles through progressive profiling - automatically, at scale.

iText Action Handler
KEEP ALL YOUR CONVERSATION OPTIONS OPEN

Why You Should Use iText for Lead Qualification & Profiling

Automated text inquiries for lead qualification and follow-ups, incisive progressive profiling through dynamic SMS surveys, and easier sales pitch preparation with well-rounded contact profiles - iText does it all without a single line of code.

Automated respondent addition to campaigns, response-based scheduling and follow-ups, accelerated qualification times, and reduced closing turnaround - iText eliminates long-term development cost while enabling time-feasible personalization in every customer response.

iText for Every Stage of the Customer Journey

From first-touch lead qualification to post-sale feedback - iText dynamic conversation trees work across every use case, for every team, without code.

Lead Qualification

Automate text inquiries for lead qualification, gather structured data through dynamic SMS surveys, and score leads faster using response-based field updates in Salesforce.

Progressive Profiling

Build well-rounded contact profiles through automated, progressive SMS surveys. Capture answers directly into Salesforce fields for richer data without lengthy forms.

Sales Pitch Preparation

Equip your reps with well-rounded prospect profiles before every pitch. Accelerate qualification timelines and reduce closing turnaround with automated data collection.

Polls & Voting

Run polls and voting campaigns over SMS with response-based tallying. Add respondents automatically to campaigns and segment audiences based on their answers.

Audience Penetration

Achieve greater audience penetration and relevance for communications by delivering personalized follow-ups triggered dynamically from each respondent's unique answers.

Time-Feasible Personalization

Automate personalized responses to customers at scale - response-based scheduling and follow-ups ensure the right message reaches the right person at the right time, every time.

Chatbot Tools Don't Make You Conversational - iText Does

It's not just about having a chatbot - it's about having one that anyone on your team can build, modify, and launch in minutes. iText gives non-techies the same power as developers: fully configurable decision trees, response-triggered actions, real-time data capture into Salesforce, and campaign automation - all without opening a code editor once.

Everything iText Brings to the Table
Zero-Code DIY Conversation Trees - Build dynamic, branching surveys without any developer involvement
Response-Based Salesforce Actions - Trigger field updates, campaign adds, and sequences from every reply
Automated Campaign Enrollment - Add respondents to campaigns automatically based on what they answer
Progressive Profiling & Field Capture - Write message responses directly into any Salesforce record field
Surveys, Polls, Voting & Forms - All supported, all zero-code, all native inside Salesforce texting
Zero Long-Term Development Cost - Admin-friendly setup means faster customization with no ongoing tech dependency
BE READY FOR SCALE-READY PERSONALIZATION

Manual Qualification Is the Biggest Drain on Your Sales Pipeline

Every manually qualified lead costs rep time, every static survey loses respondents, and every data-entry task is an error waiting to happen. Stop asking your team to do what automation can do better. iText's dynamic decision trees qualify, profile, and route leads automatically - while writing the data straight into Salesforce.

Lead Qualification Progressive Profiling Polls & Voting Field Data Capture Campaign Enrollment Drip Sequences

"Pretty much anyone can create dynamic surveys in 5 minutes - without a single line of code."


iText is 360's pioneering, truly zero-code solution. Non-techies and admins can configure fully dynamic, keyword-triggered conversation trees in Salesforce - complete with response-based actions, data capture, and automated follow-up sequences - with no developer dependency, ever.

Build Your First iText Conversation Tree — zero code, live in 5 minutes

Book a demo · Get the App · 60K+ users on Salesforce · 1,200+ AppExchange reviews

Frequently Asked Questions

Everything you need to know about iText zero-code surveys and chatbots in Salesforce.

1. What is iText and how is it different from regular Salesforce surveys?
2. Can non-technical users build iText conversation trees?
3. What types of actions can iText trigger based on responses?
4. How does iText help with lead qualification and progressive profiling?
5. Can iText surveys be reused across multiple campaigns?
CONTACT US

Get in touch- hear back
in an hour or less

Whether you need a 360 SMS demo, a pricing quote, or help with setup in Salesforce, our team is available 24x7 across the US, UK, AU, and IN.

24x7 global support
Average first response within an hour
Trusted by 60K+ users on Salesforce

Send us a message

We'll connect you with the right specialist.

Loading......

Please select country below.

captcha

refresh-icon

By checking this box, you agree to receive recurring text messages from 360 SMS App. Msg & data rates may apply. Message frequency may vary. Reply HELP for help, STOP to cancel. View our Privacy Policy and Terms of Service.

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.