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Not Sure if WhatsApp Integrates with Salesforce? Check This!

With over 2 billion users in over 180 countries, WhatsApp embodies a mainstream messaging app for personal and professional use. Salesforce users stand to benefit because the integration of WhatsApp means businesses can reach out to prospects and customers. Not only this, but users can also enjoy higher conversions as WhatsApp has shown a conversion rate of 45-60 % for businesses. Even today, many people feel lost looking at WhatsApp for Salesforce. In this blog, you’ll be guided through four crucial questions on how WhatsApp can be connected to Salesforce and get an introduction to 360 SMS as an effective tool for your organization’s communication requirements.

1. Can WhatsApp Integrate with Salesforce?

Yes, it is possible to integrate WhatsApp for Salesforce, and several approaches exist. However, this can be achieved using 360 SMS, a leading Salesforce native application. The implementation process should not exceed 5-10 minutes, as the app is found on AppExchange. 360 SMS allows businesses full control over multichannel messaging, including WhatsApp integration in Salesforce, as an internal component of the Salesforce platform, meaning no need for another external tool.

With 360 SMS, you are able to connect with your customers where they are- through the WhatsApp platform, which will enhance the engagement rates of your campaign, as well as improve customer satisfaction rates. This integration makes communication easier since all the conversations (from any channel, including WhatsApp) are recorded and tracked in Salesforce. This means that your team is not bogged down when switching between different platforms when trying to nurture the lead relationship and customer experience.

Why 360 SMS?

• Salesforce Native: One major technical advantage of 360 SMS is that it is completely compatible with Salesforce, so you don’t have to worry about issues such as compatibility or data syncing.
• Multiple Channels: In addition to WhatsApp, 360 SMS allows interactions with other crucial platforms, including SMS, MMS, and Facebook Messenger.
• Automation & Personalization: 360 SMS allows you to configure the automatic sending of messages to prevent chat sessions from expiring after 24 hours by driving customer response. Plus, it supports message personalization, which boosts engagement and drives conversions.

2. How To Create a WhatsApp Channel in Salesforce?

Creating a WhatsApp channel in Salesforce is a breeze with 360 SMS from the AppExchange. This Salesforce-native solution provides a seamless and code-free integration process, making it quick and efficient. The entire setup typically takes just 5-10 minutes to complete.

Let’s find out how to get WhatsApp in Salesforce using 360 SMS:

Step 1: WhatsApp API Enablement:

To enable the WhatsApp API, you need to create and validate a Facebook page. This validation is important for your WhatsApp business account since it gives it a green verification tick when your account is verified. After validation, you must complete a use case for the WhatsApp term service and explain to WhatsApp how you plan to use it for business. Further, include a verified Facebook page belonging to the company WhatsApp along with a new phone number that has not been registered to WhatsApp before. After this, the Business API on WhatsApp will be activated to enable you to use the Business API for WhatsApp messaging.

Step 2: Submit Facebook Page to 360 SMS:

The 360 SMS takes a maximum of 28 days because we handle the entire procedure on your behalf. The users only have to send a Facebook page and a new contact number, and it is done.

Step 3: Start Using WhatsApp in Salesforce:

Once the channel is created, you can directly message the leads and customers through WhatsApp integration in Salesforce.  Users can also gain much more by taking advantage of 11 integrated Salesforce channels, not limited to WhatsApp.

Using 360 SMS for Salesforce Whatsapp integration, it becomes very easy to create as well as operate your WhatsApp channel innovatively. You don’t need to jump through multiple hoops or depend on third-party tools. Yet, users can perfeom all sales-related tasks effectively from Salesforce, which helps to run the processes seamlessly.

3. Is it Possible to Connect WhatsApp with CRM?

Absolutely! Users can easily integrate WhatsApp for Salesforce CRM. 360 SMS is one of the most effective means of doing this. With 360 SMS, you are no longer limited to sending and receiving WhatsApp messages. You can go beyond that:

• Centralized Communication: 360 SMS offers multiple channels, and by integrating 360 SMS, you can enjoy centralized conversations, no matter the channel your prospect uses to reach you. This means that communication does not occur haphazardly, curtailing your team’s organization and follow-up.
• Data Insights: Any conversation that goes through WhatsApp will be recorded in Salesforce. This gives your sales and service personnel an overview of all the interactions that have been made with the customer, leading to informed decisions and better services.
• Workflow Automation: It is possible to design different automated scenarios that will send out WhatsApp messages, for instance, when a customer has placed an order or a lead has submitted the contact form. Such automation ensures that this communication process is done on time, leading to high engagement and customer satisfaction.

Integrating WhatsApp with your CRM allows for smoother operations and more personalized customer experiences. With Salesforce WhatsApp integration through 360 SMS, your business can achieve higher productivity, better engagement, and, ultimately, more conversions.

4. What Texting Apps for Salesforce?

360 SMS is the best texting app for Salesforce when selecting a texting app. It also covers the company’s WhatsApp messaging option and other channels, which makes it multifunctional for companies that manage customer communication.

Here’s why 360 SMS is one of the best texting apps for Salesforce:

Multiple Communication Channels: 360 SMS means you can handle all your messaging through SMS, MMS, Facebook, WhatsApp for Salesforce, and more. This enables you to communicate with your customers on their preferred social networking sites and not let a lead or customer go unserved.

AI-Powered Messaging: Another great feature of the 360 SMS is its artificial intelligence for messaging. This enables a business to use auto-suggested responses while still keeping the messages royal and relevant.

24/7 Support in Your Time Zone: 360 SMS offers 24/7 support, which means that all the problems or questions are solved immediately, no matter the time in the country where your company is situated.

Free Trial: If you are still deciding whether to embrace a solution, 360 SMS offers a 7-day free trial. This allows you to test the app’s functionality and observe how it can add value to your company.

Salesforce WhatsApp integration becomes even more efficient when combined with an app like 360 SMS. It is easy to implement and allows a business to address prospects and customers where they are.

Conclusion

WhatsApp integration in Salesforce is not just possible—it’s a game-changer for businesses looking to improve communication and customer engagement. By using 360 SMS, you gain a powerful tool that simplifies multichannel communication, enhances customer experiences, and ultimately drives conversions. From setting up a WhatsApp channel to managing communications through CRM, 360 SMS offers a comprehensive, Salesforce-native solution for all your texting needs.

Don’t hesitate to explore the full potential of WhatsApp in Salesforce with 360 SMS. Try the 7-day free trial and experience how it can transform your business communication strategy. Drop us a line at care@360smsapp.com or click here to contact us.

Siddharth Sehgal

CEO

Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.