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.
Engage more easily with Salesforce data right beside your chats
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: Support data sync with 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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