WhatsApp and omnichannel messaging integration for

Go beyond contact sync. Automate sales, marketing, and support chats with advanced Salesforce messaging capabilities.

Salesforce channel page_Hero

for WhatsApp Salesforce integration

sandbox

Sandbox support

Connect SleekFlow to your sandbox environment to test deployments without impacting real customers.

lock-secure

Enterprise security

SleekFlow is ISO/IEC 27001 certified and GDPR compliant, protecting your data with robust security measures.

user-secure

Data masking

We support Personally Identifiable Information (PII) masking for customized data access and secure backup.

Streamline chat journeys with omnichannel Salesforce solutions

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.

See Salesforce messaging automation in action

Try SleekFlow omnichannel inbox and Flow Builder for Salesforce users in the interactive demo below

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

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

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.

img
How LUBUDS Group implements WhatsApp CRM to deliver customer-first dining experiences
img

with Salesforce omnichannel messaging solution

Automate workflows, improve omnichannel communication and elevate customer service.