In this article we will explain how your company can link WhatsApp with Salesforce , using the Callbell API.
To proceed you must have a Callbell account and a Salesforce account.
Salesforce is a CRM designed to bring together, in a single solution, all the processes related to a company’s customers. This information is stored in the cloud, which allows this tool to access the information at any time and place.
This tool provides all departments of the organization, including marketing, sales, customer service and e-commerce, a unified and updated view of everything that happens with customers thanks to this integrated platform. Additionally, Salesforce has multiple extra features such as integrations, statistics, and management of sales funnels for the organization.
Callbell is a SaaS platform focused on communication between companies and customers through messaging apps . It is a collaborative chat tool to which companies can link their Facebook page , a WhatsApp account through the WhatsApp Business API , Instagram business and Telegram , to centralize support channels and provide a better customer experience to the final client. All in a single centralized solution.
If you haven’t already done so, first you’ll need to:
1) Create a Callbell account and integrate WhatsApp
2) Create an account in Salesforce.
Once this is done, you can start using the Callbell API documentation to link your WhatsApp Business account to Salesforce according to your needs.
One of the most common use cases for companies that want to link WhatsApp to Salesforce is managing and syncing contacts. These operations are possible thanks to the section of the Callbell API documentation dedicated to contacts.
With this it will be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the Salesforce contacts section (and vice versa).
Zapier is a service that allows you to automate operations between web applications. It works by creating “ zaps ”, meaning automation rules that are triggered by certain events (such as the creation of a new item in a list or the receipt of a new message).
When a “ zap ” is triggered, Zapier can perform a specific action, (such as creating a new contact in a CRM).
If your IT equipment is impractical, or you want to save valuable implementation time, you can use the official Callbell integration in Zapier to connect WhatsApp with Salesforce . One of the strengths of using Zapier is precisely the ease and speed of integration. The downside is instead the cost of Zapier.
With the Callbell – Salesforce integration through Zapier , companies can automatically create new contacts in Salesforce leveraging Callbell Webhooks and also update existing contact information in Salesforce based on customer interactions through Callbell.
This allows companies to have a complete and up-to-date view of customer interactions and better understand their needs and preferences.
If you haven’t already done so, first you’ll need to:
1) Create a Callbell account and integrate WhatsApp
2) Create an account in Salesforce
3) Create a Zapier account
Once this is done, you will only have to link Callbell and Salesforce with Zapier and program the necessary “ zaps ” for the operations you want.
Frequent Questions
What is Callbell?
Callbell is a SaaS platform focused on communication between companies and customers through messaging apps . It is a collaborative chat tool to which companies can link their Facebook page , a WhatsApp account through the WhatsApp Business API , Instagram business and Telegram , to centralize support channels and provide a better customer experience to the final client. All in a single centralized solution.
What is Salesforce?
Salesforce is a CRM designed to bring together, in a single solution, all the processes related to a company’s customers. This information is stored in the cloud, which allows this tool to access the information at any time and place.
This tool provides all departments of the organization, including marketing, sales, customer service and e-commerce, a unified and updated view of everything that happens with customers thanks to this integrated platform. Additionally, Salesforce has multiple extra features such as integrations, statistics, and management of sales funnels for the organization.
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
