Salesforce Integration
Integrate your AI chatbot with Salesforce to create a unified customer experience. Automatically create leads, update contact information, log conversations, and trigger workflows based on customer interactions. Perfect for sales teams and customer success operations.
Key Features
Benefits
Increase lead conversion by 30%
Reduce data entry time by 85%
Improve sales team productivity by 40%
Better customer insights and personalization
Automated compliance and documentation
Enhanced forecasting accuracy
Setup Guide
Configure Salesforce API access and credentials
Set up custom fields and object mappings
Configure lead scoring and qualification rules
Create automation workflows and triggers
Test data synchronization and validation
Train sales team on integrated workflows
Requirements
Use Cases
Lead generation and qualification automation
Perfect for businesses looking to automate lead generation and qualification automation with AI-powered responses.
Customer support case management
Perfect for businesses looking to automate customer support case management with AI-powered responses.
Sales pipeline and opportunity tracking
Perfect for businesses looking to automate sales pipeline and opportunity tracking with AI-powered responses.
Account management and relationship mapping
Perfect for businesses looking to automate account management and relationship mapping with AI-powered responses.
Customer success and renewal workflows
Perfect for businesses looking to automate customer success and renewal workflows with AI-powered responses.
Marketing campaign integration and tracking
Perfect for businesses looking to automate marketing campaign integration and tracking with AI-powered responses.
Customer Success Stories
"Salesforce integration has transformed our sales process. Lead quality improved by 50% and our sales cycle shortened by 30%."
"The automatic lead creation and conversation logging has saved our team countless hours while improving data accuracy."
Advanced Features
Multi-Language Support
Support 50+ languages with automatic detection and translation capabilities.
24/7 Availability
Round-the-clock automated support with human escalation when needed.
Analytics & Insights
Comprehensive analytics dashboard with conversation metrics and customer insights.
Enterprise Security
End-to-end encryption with GDPR, CCPA, and SOC 2 compliance.
Pricing & Plans
Starter
- Up to 1,000 conversations/month
- Basic automation features
- Email support
Professional
- Up to 10,000 conversations/month
- Advanced WhatsApp features
- Priority support
- Analytics dashboard
Enterprise
- Unlimited conversations
- Custom integrations
- Dedicated account manager
- SLA guarantee
Frequently Asked Questions
How long does WhatsApp integration setup take?
Basic setup can be completed in 5-10 minutes. However, message template approval by WhatsApp may take 1-3 business days. We provide pre-approved templates to speed up this process.
Do I need a WhatsApp Business API account?
Yes, you'll need a verified WhatsApp Business account. We can help you through the verification process, which typically takes a few days. The API is required for programmatic messaging.
Can I use my existing phone number?
Yes, you can use an existing phone number, but it must be registered as a WhatsApp Business number. Note that once a number is connected to the Business API, it can't be used in the regular WhatsApp app.
What are the messaging costs?
WhatsApp charges per message based on the country and conversation type. User-initiated messages are typically free for 24 hours, while business-initiated messages have costs ranging from $0.005 to $0.09 per message.
Is the integration GDPR compliant?
Yes, our WhatsApp integration is fully GDPR compliant with end-to-end encryption, data processing agreements, and user consent management. We also provide tools for data deletion and export requests.
Resources & Documentation
API Documentation
Complete API reference with code examples and webhook documentation.
Video Tutorials
Step-by-step video guides for setup, configuration, and advanced features.
Best Practices
Industry best practices and tips for maximizing WhatsApp integration effectiveness.
Support Center
24/7 technical support with dedicated WhatsApp integration specialists.
Ready to integrate Salesforce?
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