Granular ownership control

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The WhatsApp Salesforce integration offers granular ownership control. It automatically routes incoming messages to the appropriate lead or contact owner in Salesforce. You can configure fallback owners, prioritize specific assignments, and fine-tune ownership rules based on your team’s needs. This reduces delays and ensures every conversation is handled by the right person.

Targeted campaigns
With this integration, you can use Salesforce’s filtering capabilities to segment audiences and send WhatsApp campaigns tailored to their needs. If you’re running promotional outreach or follow-up campaigns, your uk whatsapp phone number messages are highly targeted. This increases engagement and conversion rates.

Use cases of Salesforce-WhatsApp integration
There’s more than one way to benefit from syncing Salesforce and WhatsApp. However, to take full advantage of the integration it’s best to have all the bells and whistles in place, working like a well-oiled machine.

Lead and contact syncing
In sales, when working with more than one tool, synchronization is a must! Do a poor job here, and it can quickly spiral out of control. It’s like juggling two phones, one private and one for work. Sooner or later, you’re going to text your mom asking if she’s ready to close the deal!

With the Salesforce-WhatsApp integration, you don’t have to worry about that. It automatically syncs your leads and contacts between both systems so they’re always up to date and without manual data entry errors.

Message customers within Salesforce
Back in the day, Google nailed it by adding a feature for instant messaging on Gmail. You could ping your contacts with a quick message right from your inbox without switching between apps.

This integration does the same. You know that most of the time, your sales agents work within the CRM. When you connect Salesforce with WhatsApp, they won’t have to jump back and forth between platforms. They can talk to customers directly from Salesforce.

Whatsapp messaging via Salesforce