In this article, we will explain how your business can connect WhatsApp to Salesforce , using the Callbell API .
To continue, you must have a Callbell account and a Salesforce account .
What is Salesforce?
Salesforce is a CRM designed to bring together, in a single How Overseas Chinese Contribute to Business in the USA solution, all of a company's customer-related processes . This information is stored in the cloud, allowing the tool to access the information anytime, anywhere.
With this tool, all departments of the organization, including marketing, sales, customer service, and e-commerce, have a unified and up-to-date view of everything that happens with customers through this integrated platform . In addition, Salesforce offers the organization multiple additional features such as integrations, statistics, and sales funnel management.
What is Callbell?
Callbell is a SaaS platform focused on communication between companies and customers through messaging applications . It is a collaborative chat tool to which companies can associate their Facebook page , a WhatsApp account through the WhatsApp Business API , Instagram business and Telegram , to centralize support channels and offer a better experience to the end customer. All in a single centralized solution.
How to Integrate WhatsApp with Salesforce – Primary Method
If you haven't already, you'll need to do this first:
1) Create a Callbell account and integrate WhatsApp
2) Create a Salesforce account .
Once that's done, you can start using Callbell's API documentation to connect your WhatsApp Business account to Salesforce according to your needs.
One of the most common use cases for businesses looking to connect WhatsApp with Salesforce is contact management and synchronization. This is possible through the Contacts section of the Callbell API documentation.
It will thus be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the Salesforce contacts section (and viceversa).