Salesforce Chatbot Integration with WhatsApp & SMS: Pricing, Setup & Use Cases

Picture this: your business is always open, always ready to answer questions, no matter what time it is. This isn’t a dream; it’s the reality you get with smart chatbots that are plugged right into your customer relationship management (CRM) system. When we talk about bringing those automated chats into the place where all your customer data lives, we’re talking about a Chatbot Salesforce integration.

Today, customers don’t want to wait. They look forward to quick, relevant, and real-time interactions. Because of this, combining the powerful data you have in Salesforce with automated instant connections via SMS, WhatsApp, and other channels isn’t just nice to have—it’s necessary. This combination makes customer experiences way better and allows your own team to work much smoothly. This guide will walk you through how to get started a chatbot, what it costs, and what you can do with it.

Chatbot Salesforce Integration for WhatsApp & SMS

Let’s say you already use Salesforce to keep track of your customer purchases, support history, and preferences. Now, let’s imagine giving a smart assistant—a chatbot—that accesses all that information so it can have personalized, two-way chats with your customers via most preferred channels like text or WhatsApp. 

It’s like cloning your best salesperson or support agent, but that clone can handle millions of conversations at once.

For example, a Salesforce WhatsApp chatbot lets you meet customers where they already are or on a channel modern customers prefer the most. You can send immediate order updates, answer product questions, or even qualify leads, all within the familiar WhatsApp screen. Likewise, a Salesforce texting chatbot for SMS ensures you can reach pretty much anyone with a mobile phone. These connections turn your simple messages into engaging, automated conversations, all while using your CRM data to keep the conversation relevant.

How Chatbots Improve Response Speed

The biggest, most immediate win you get from connecting chatbots with your Salesforce is a massive shift in response speed. In business, being able to reply instantly is a huge advantage that prevents customers from switching to a competitor.

Imagine your prospects have a question late at night—a chatbot answers them instantly. No more waiting until morning for a reply!

Here’s exactly how your Salesforce chatbot delivers that speed:

• It Never Sleeps (24/7): Since your chatbot is always working, your business is always open for customer questions. It’s ready to chat day or night.
• No Queue and Waiting: Chatbots can handle millions of interactions at once without ever getting overwhelmed. Your audience gets instant service every time.
• Your Team Gets a Rest: This kind of automation for speed takes the pressure off your human staff. Your teams can finally focus on what’s more important for generating revenue.

This speed means your customers are happier, and your sales and support teams are more productive and less stressed.

Pricing & Setup with 360 SMS App

It’s time to talk about some crucial details of bringing these smart chatbots into your Salesforce world, covering both how to set them up and Salesforce chatbot pricing. This is where the 360 SMS App really shines, making the entire process surprisingly simple.

The 360 SMS App gives you a powerful, native solution that lets you launch AI-powered chatbots for WhatsApp and SMS and 13+ channels without writing any code. This is a huge win! Your non-technical teams can build and manage sophisticated chat flows using simple drag-and-drop tools right inside Salesforce. You won’t need to count on a developer just to get started.

Here’s how easy setup is:

1. Install: Get the 360 SMS App from the AppExchange.
2. Select channel: Select the messaging channel for which you want a chatbot (like WhatsApp).
3. Build: Use the simple drag-and-drop builder to design your chat conversation.
4. Launch: Test it out and start chatting!

If we talk about 360 Salesforce chatbot pricing, you can save thousands of dollars on custom code, as these chatbots are no-code. To get the most accurate, tailored price for your business—one that considers the channels you use and your message volume—we recommend you contact our experts directly. This ensures you get exactly what you need without overpaying for features you don’t use.

AI Chatbots for Sales & Support Automation

Scripted chatbots are no longer in the game. AI chatbots act as smart tools that actually understand the conversation’s context, so that every interaction with customers is personal and relevant.

For Sales Automation, your chatbot is like a non-stop lead screener. It guarantees your sales team spends time only on prospects ready to buy:

Qualify Leads

The bot asks sharp questions (like your budget or industry) to qualify leads and collect relevant information for the sales team.

Book Meetings

After engaging with customers, it can schedule demos and meetings for you.

Customized Information

To accelerate prospects’ sales decisions, it can help with FAQs and sales-related questions.

For Support Automation, these AI bots become your ultimate stop, quickly solving problems and making your service better:

24/7 Support

It immediately answers common questions, helps with troubleshooting steps, or checks order status for prospects and customers.

Smooth Transfer

If the question is too complex, the bot smoothly escalates it to a human agent or redirects visitors to appropriate resources or support.

Best Practices & Compliance Tips

Getting your Salesforce texting chatbot integration right means more than just a quick setup; it means thinking strategically and sticking to the rules, especially around messaging compliance.

1. Know Your Goal

Before you even start building, you need to know exactly what your bot should do. Are you trying to book demos? Or maybe cut down on support calls? Clear goals help you design the best bot.

2. Start Small

Don’t try to build the perfect, “ultimate” bot right away. Start with your top 5 or 10 common questions. Get those working perfectly, and then slowly add more features later.

3. Keep the Option of Human Help

Chatbots are great, but they can’t solve everything. You must always give your customer a clear, easy way to connect with a person when they really need help.

4. Track Chatbot Interactions frequently

 Don’t just set up your bot and walk away! You must check chat records often. Find out exactly where people get stuck, then quickly adjust your bot’s answers and path accordingly to make it much smarter.

5. Compliance is a Must

Following the rules (like TCPA, GDPR, etc.) is the most important step, especially for WhatsApp and SMS.

• Get Permission First: You must always obtain clear permission from users before sending them automated messages, especially for marketing. This is called “Opt-In.”
• Offer an Easy Opt-out Option: Never let your audience feel stuck. Always give them a simple, clear way to stop receiving messages anytime they want. For example, telling them to “Reply STOP”.
• Stick to WhatsApp’s Rules: Ensure your Salesforce WhatsApp chatbot strictly follows the terms set by the WhatsApp Business platform. Their rules can be tougher than standard text messaging.

Final Thoughts

Smart WhatsApp and SMS chatbots have already become a crucial weapon for great customer engagement. Thus, you can’t afford to skip them for quality business interactions. With the 360 SMS intuitive interface, not only can you deploy chatbots without coding, but you can also maximize them with AI power. 

A well-defined Salesforce SMS or WhatsApp chatbot handles common queries with precision, engages in tailored interactions, and even has an understanding of when to escalate complex issues to humans. For any business, the point of having a chatbot isn’t to get rid of customer queries—it’s to handle them with precision. With AI, let the chatbots handle the constant volume of queries effectively. That way, your human experts can focus on building relationships and closing more deals. The future of chatting with customers is conversational, and it starts right inside your CRM with AI.

Ready to get around all chatbot complexities and automate human-like conversation with AI-backed chatbots?

Contact our experts today.