WhatsApp and omnichannel messaging integration for Salesforce
Integrate automated messaging into your Salesforce strategy to drive conversions efficiently. Set up WhatsApp drip campaigns in Marketing Cloud, sync CRM data, and shorten sales cycles with messaging via native Commerce Cloud integration.
Salesforce WhatsApp integration solution trusted by top enterprises
Use Case
Streamline chat journeys with omnichannel Salesforce solutions
Efficient sales routing
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.
Automated broadcast
Reach more people with personalized WhatsApp 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.
Proactive care
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.
Automated service
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.
Chat with all the context you need to impress
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: Contacts and other standard object records sync work for 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.
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