Can I integrate Salesforce CRM to WhatsApp? We tell you here

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Who doesn't have WhatsApp nowadays? It is difficult to find a business that does not use it frequently in its sales cycle or marketing campaigns. For this reason, many have sought to integrate this messaging into old tools as functional as it when it comes to selling and generating conversions, including Salesforce : the sales CRM with the longest longevity on the market and a global customer portfolio. So, the million dollar question is, can Salesforce be integrated into WhatsApp? Of course yes, here we explain how. What is Salesforce and what is it for? What salesforce is Before talking about the famous integration, let's first review what Salesforce is and what it is for.

This sales CRM can be defined as a platform for managing customer relationships, which saves data from each business area and places it in the cloud, for greater ease of access and improvements in communication CU Leads processes with customers. leads Since , Salesforce has allowed these advantages to be transferred to WhatsApp with the aim that its clients could manage their business comfortably and easily, in a channel that their audience already knows. Later, I added the possibility to SMS, phone, email or Facebook Messenger. How to integrate Salesforce to WhatsApp.



This communication between platforms can also be requested via email, where the desire for connection, technical support and the provision of updates on an order, a reservation, a payment or an appointment is explicitly accepted . Manually, the steps would be as follow Become a Salesforce customer and have WhatsApp Business Laptop with graphs and statistics salesforce what is it Sign up for Salesforce You can start with a free trial and then access their monthly plans. The one you choose must have Lightning Experience or Salesforce Classic in enterprise, performance, unlimited or developer versions.