Are you looking to integrate WhatsApp with Salesforce? Then you are in the right place. In this blog, we will cover Salesforce with WhatsApp integration, what it is, why integrate Salesforce with WhatsApp and what the requirements are. We will also look at how to integrate Salesforce with WhatsApp on respond.io and the use cases.
What is Salesforce WhatsApp Integration?
Salesforce WhatsApp integration is the process of connecting WhatsApp Business API (also known as WhatsApp Business Platform) with Salesforce . It allows businesses to send messages to contacts while maintaining a dentist data centralized database for sales , support , and marketing , ensuring that all contact information is always up to date across all platforms.
Now, let's see the benefits of Salesforce and WhatsApp integration.
Why integrate Salesforce with WhatsApp?
“Integrating Salesforce with WhatsApp allows agents to access all customer information with the click of a button. This way, agents don’t have to constantly switch between platforms to retrieve and view this information,” said Zheng Yang, Senior Technical Product Manager at respond.io.
A gif showing how agents can access customer information with the click of a button
A Harvard Business Review study found that workers spend four hours a week switching between platforms. By integrating both WhatsApp and Salesforce, you free up a lot of time that workers would spend on less productive tasks.
Having all customer information available in one place also gives agents the right context when messaging customers, making the experience seamless. This consolidated view can help agents provide faster responses, which is crucial when 82% of customers expect an immediate response to a marketing or sales question.
An image showing the benefits of Salesforce and WhatsApp integration
Additionally, the integration can enable advanced automation capabilities such as lead qualification , contact routing and assignment , and AI Agents .
If you are convinced about the benefits of Salesforce and WhatsApp integration, let's see the requirements.
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