Engage more easily with Salesforce data right beside your chats

Seamless setup

Import Salesforce Contacts and map the contact owner in SleekFlow to match Salesforce, ensuring consistent access control across platforms.

Comprehensive data import

Bring in records of Salesforce’s custom and standard objects, i.e.: Contacts, Accounts, Leads, Opportunities, and Campaigns, for a complete view of customer profile.

Salesforce native

Support data sync with various Salesforce products, including Service Cloud, Marketing Cloud, and Sales Cloud.

Automate Salesforce messaging workflows without coding

Data activation

Use Salesforce data to trigger messaging workflows, such as welcome messages, booking reminders, and feedback requests, personalizing every interaction.

Bidirectional sync

Automatically sync updates from SleekFlow to Salesforce, creating new contacts and records. This keeps your data accurate and your source of truth up to date.

Controlled data flow

Customize integration conditions for what information pushes or pulls between platforms, making sure only valuable data is transferred to save database costs.

Enhance Salesforce omnichannel strategy through team collaboration

Bulk messaging

Easily send or schedule WhatsApp and text messages to large groups. Personalize messages using customer information from your Salesforce database.

Smart routing

Manage high-volume inbound requests with automated chat assignments. Add managers as collaborators to ensure high-quality chat service.

Mobile app support

Empower your team to handle conversations on the go with an omnichannel mobile app featuring AI chat summaries and translations.

Maximize speed to lead with chat automation

Automatically send a follow-up message via WhatsApp when you get a new lead in Salesforce. Assign the conversation to the sales agent who owns the contact in Salesforce. Keep all stakeholders aligned by syncing sales data updates with Salesforce.

Reach more people with personalized campaigns

Automate promotional messages based on Salesforce data updates, so you can reach your audience at just the right moment to boost conversions. Send WhatsApp broadcast performance data back to Salesforce and track success in one place.

Automate follow-ups to keep your customers in the loop

Improve your customers’ experience by sending automated WhatsApp notifications, such as event reminders or payment confirmations. Reduce no-shows and cut down on repetitive inquiries about transactional updates.

Keep customers happy with 24/7 support

Empower your customers to connect with support agents or chatbots anytime via their preferred messaging channels. Receive real-time updates on support details in Salesforce. Enjoy faster response times with lower support costs.