Unlock the possibilities of a seamless Salesforce CRM WhatsApp Integration.
Note: Salesforce Integration can be unlocked in the Growth Version.
Step 1: Click on the Integrations and select connect for Salesforce;
Step 2: You will be directed to the Salesforce CRM connection page.
After authorizing the connection, you will automatically be redirected back to WhatsApp Web. The integration process is now completed.
Step 3: Now the Integration icon will show as Salesforce;
Open a chat, and click on the Salesforce, you can link or create contacts with 1 click;
Step 4: After linking or creating, contacts info can be viewed or updated in one place without switching back and forth;
Step 5: Create notes, tasks, deals and tickets on WhatsApp; always keep your CRM up to date.
