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How It Works: Salesforce WhatsApp Integration

Our WhatsApp integration with Salesforce enables businesses to connect instantly with customers, log conversations, and automate workflows—directly within Salesforce.

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  • Generate a WhatsApp QR Code Quickly generate a unique QR code for your business. Place it on your website, marketing materials, or emails for easy customer access.
  • Customer Scans the QR Code When customers scan the QR code, a WhatsApp chat opens instantly, allowing them to connect with your business in one click.
  • Seamless Conversation Tracking in Salesforce All WhatsApp interactions are automatically logged and stored in Salesforce, giving you a comprehensive view of customer communication.
  • Manage Conversations Efficiently Easily respond, assign tasks, and track WhatsApp conversations within the Salesforce environment—all without switching platforms.

Watch Our Features in Action!

Check out the following demo videos to see how the WhatsApp Business API Integration works with Salesforce, offering you a seamless communication experience.

QR Code Generation & Customer Interaction

See how the WhatsApp QR code is generated and how customers can instantly connect with your business via WhatsApp.

  • Generate a custom QR code that directly links to your WhatsApp business chat.
  • Place the code on your website, social media, and marketing channels for instant connections.
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Seamlessly Log Chats into Salesforce

See how you can set up automated follow-ups and notifications based on WhatsApp interactions.

  • Trigger automated follow-ups or notifications from WhatsApp conversations in Salesforce.
  • Ensure timely responses by notifying agents of customer inquiries automatically.

WhatsApp Web Features for Efficient Communication

Check out the core features available for improving communication efficiency using WhatsApp Web and Salesforce Integration.

Chatbot Automation

Watch how WhatsApp chatbots can handle common customer queries, saving time and increasing customer satisfaction.

  • Automate responses for frequently asked questions.
  • Let agents focus on complex inquiries while the chatbot handles routine tasks.
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Shared Inbox for Team Collaboration

See how all WhatsApp conversations are funneled into a shared inbox, where your team can collaborate efficiently.

  • Track all WhatsApp conversations in a shared inbox.
  • Multiple agents can collaborate on the same conversation for faster responses.

Multiple User Assignment for a Single Chat

Watch how multiple agents can collaborate on a single WhatsApp chat, speeding up resolutions.

  • Allow multiple agents to work on a single chat for faster resolution.
  • Improve team collaboration and reduce customer wait times.
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Global WhatsApp Message Pop-Up

A persistent WhatsApp notification pop-up appears on every Salesforce screen when a new customer message arrives.

  • preview message, reply inline, open full conversation
  • appear for certain users/roles, sound/vibrate settings, auto-dismiss rules, and linked Salesforce record lookup
  • reduces context switching, speeds response times

Benefits of using WhatsApp Web Salesforce Integration

  • No per message charges
  • Use your mobile’s WhatsApp number to send/receive messages
  • Monthly flat fees for unlimited WhatsApp messages
  • Scan a maximum 3 WhatsApp numbers per license
  • No Hidden charges
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Key Feature

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QR Code for Instant Access:

Easily generate a QR code that lets customers instantly reach your business on WhatsApp. Simplify communication and speed up response times.

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Seamless Conversation Management:

All WhatsApp messages are automatically logged in Salesforce, giving you a unified view of customer interactions.

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Automated Follow-Ups and Notifications:

Set up workflows to automate follow-ups and notifications from WhatsApp chats, ensuring timely responses and improved customer satisfaction.

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Integration with Salesforce CRM:

View WhatsApp conversations within your Salesforce CRM, creating a complete history of customer interactions.

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Track Engagement Metrics:

Monitor customer engagement and analyze key metrics like response time and satisfaction within Salesforce for actionable insights.

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Multi-Agent Support:

Let multiple agents collaborate on a single WhatsApp chat, ensuring efficient communication and reducing response times.

How Does the WhatsApp & Salesforce Integration Benefit Your Business?

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  • Increase Customer Engagement: With a simple QR code, customers can connect instantly to your team, leading to quicker responses and better service.
  • Seamless Conversation Management: All WhatsApp messages are automatically logged in Salesforce, giving you a unified view of customer interactions.
  • Centralized Communication: Track all WhatsApp interactions within Salesforce, ensuring a single, unified view of customer history.
  • Improved Customer Service: Automate responses, assign tasks to the right agents, and ensure efficient communication, resulting in faster resolutions and improved customer satisfaction.
  • Boost Sales Opportunities: Convert WhatsApp conversations into actionable opportunities, manage leads, and close deals faster with Salesforce’s CRM tools.

Pricing

We offer straightforward, flexible pricing for businesses of all sizes.

Installation & Setup Fee:
  • One-time setup fee of $250, including QR code generation, Salesforce integration, and configuration.
Per User Charges:
  • $5 per user/month for ongoing access to the WhatsApp-Salesforce integration, including automatic logging, notifications, and data syncing.

Get Started Today

Ready to connect with customers instantly through WhatsApp and streamline communication with Salesforce? Start now!

What Our Customers Are Saying

The WhatsApp integration with Salesforce has significantly improved our customer engagement. We can track every interaction in one place and respond much faster!

LB

Leonardo Barbosa

Director Konectabr Brazil review

This integration has made managing WhatsApp conversations so easy. We don’t have to switch between multiple platforms anymore.

VM

Vansh Mehra

Director Maverick realestate UAE review

This integration has made managing WhatsApp conversations so easy. We don’t have to switch between multiple platforms anymore.

DS

Darshan Shah

Managing partner N. GopalDaas Jewellers UAE review

Frequently Asked Questions

  • What is WhatsApp QR Integration with Salesforce?

    This integration allows businesses to create a WhatsApp QR code, enabling customers to start a conversation instantly. All interactions are automatically logged into Salesforce for tracking.

  • Do I need Salesforce to use this integration?

    Yes, this integration works within Salesforce. You’ll need a Salesforce account to leverage the WhatsApp features.

  • How does the QR code work for customers?

    Customers scan the QR code, which opens a WhatsApp chat with your business, allowing for immediate communication.

  • Can I automate responses to WhatsApp messages?

    Yes, chatbots can automatically handle frequent questions, and you can set up automated workflows in Salesforce to trigger actions based on customer interactions.

  • Are WhatsApp chats logged into Salesforce?

    Yes, all WhatsApp conversations are automatically logged into Salesforce under the customer’s profile, enabling you to track all communications.

  • Are WhatsApp chats logged into Salesforce?

    Yes, all WhatsApp conversations are automatically logged into Salesforce under the customer’s profile, enabling you to track all communications.

  • Can WhatsApp chats be assigned to specific agents?

    Yes, chats can be auto-assigned to agents based on their availability, expertise, or workload, ensuring that the right agent handles the query.

  • What are the setup costs and ongoing fees?

    The setup fee is $250, and the ongoing cost is $5 per user per month to access the WhatsApp-Salesforce integration.

  • Is there a trial available?

    Yes, we offer a free trial period for you to experience the integration and its features before making a commitment.

Trusted Customers

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