WhatsApp Salesforce Integration Using ControlHippo

Streamline Business Communication with our Omnichannel Solution

Priya Naha

Senior Writer:

green tickReading Time: 4 Minutes
green tickPublished : April 11, 2024

The integration of WhatsApp with Salesforce using ControlHippo opens up new opportunities for client engagement and brings along a host of benefits for businesses. This integration simplifies communicating with consumers through centralizing customer interaction management.

Companies can create WhatsApp chat experiences while still having direct control over communication via the Salesforce platform.

Let’s learn to use WhatsApp Salesforce integration using ControlHippo.

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Pro-Tip

Integrate Salesforce with WhatsApp using ControlHippo for seamless client engagement. Ensure successful integration by accurately inputting your Salesforce account URL. Explore ControlHippo's Chrome extension for direct messaging from Salesforce, maximizing efficiency and enhancing customer satisfaction.

How To Integrate WhatsApp With Salesforce?

The steps below will help us understand WhatsApp integration with Salesforce using ControlHippo.

Step 1: Log in to your ControlHippo account.

ControlHippo - Signup Page

Step 2: Open the Integration page from the side menu.

Open Integration - Controlhippo Dashboard

Step 3: Click on the “Integrate” button of Salesforce.

Salesforce Integration - ControlHippo Dashboard

Step 4: A pop-up box will appear. Enter your Salesforce account URL.

Add to Salesforce - Controlhippo Dashboard

(You will find the URL in the profile section of your Salesforce account.)

Salesforce URL

Step 5: Enter the URL in the input field of the pop-up. 

Step 6: Click on the “Add to Salesforce” button. [Note: Ensure to add https:// before the URL for successful integration.]

Click on Add to salesforce - Controlhippo Dashboard

Step 7: Your integration with Salesforce is complete.

Salesforce Complete integration - Controlhippo Dashboard

Step 8: You can now open the chat list page and start a conversation with your contacts.

Chat Page for Salesforce Integration - Controlhippo Dashboard

Step 9:  Open your Salesforce account and go to the lead section. You will see that the lead of that contact has been made.

Salesforce Leads

Step 10: Click on the lead to open it. The message activity has been synced for that contact, as you can see in the activity.

Salesforce Message activity

 
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What Are The Key Benefits of WhatsApp Salesforce Integration?

WhatsApp Salesforce integration has multiple benefits and opens up new business possibilities for both ControlHippo and Salesforce customers. Let’s take a look at some of the advantages if you connect WhatsApp with Salesforce using ControlHippo.

1. Seamless Communication

Salesforce and WhatsApp integration simplifies communication and provides customers with an easy way to interact with each other. Businesses can use the integrated Salesforce WhatsApp account to directly respond to inquiries, offer information, and provide support, increasing customer satisfaction.

2. Improved Customer Service

The seamless integration of Salesforce and WhatsApp enables optimized customer service processes and improves client relationships. By utilizing WhatsApp business messaging, businesses can effectively attend to the specific needs of every customer and develop a strong relationship with them.

3. Task Automation

Salesforce and WhatsApp integration streamlines business operations for ControlHippo and Salesforce customer base. This integration with the WhatsApp business platform allows the seamless scheduling of WhatsApp messages and the simple execution of broadcast campaigns within WhatsApp. 

Automating repetitive processes increases productivity and frees up employees to focus on significant tasks. Making use of Salesforce’s user-friendly automation features streamlines work management and increases productivity, which in turn improves customer satisfaction.

4. Centralized Data Storage 

The WhatsApp integration with Salesforce centralizes customer data and communications, optimizing workflows and enabling quicker reaction times. With WhatsApp Business Salesforce integration, teams can handle messages, tasks, and client interactions in one location. Salesforce chats can be easily integrated with WhatsApp API.

4. Better Team Collaboration

Salesforce WhatsApp integration streamlines teamwork, and members can share information easily. There is no need to wait for a specific agent as this integration guarantees that consumers are catered to promptly by any available agent. This integration stimulates strong team communication dynamics and increases sales.

Conclusion

The integration of WhatsApp with Salesforce using ControlHippo not only signals better communication and teamwork but also promises increased productivity in your business. 

Through improved interactions with clients, streamlined company processes, and strengthened teamwork, this integration enables both the sales and support teams to increase customer satisfaction while simultaneously maximizing operational performance.

Frequently Asked Questions

ControlHippo streamlines the integration process, ensuring smooth data flow and compatibility between WhatsApp and Salesforce systems.

Yes, the Salesforce platform integrates with the Service Cloud, Marketing Cloud, and various other platforms and digital channels for improved customer relationships.

Yes, ControlHippo offers a user-friendly interface and simple setup process, making integration accessible for businesses of all sizes.

Yes, ControlHippo enables automation of various tasks, such as data syncing, lead generation, and customer interactions, to optimize workflows and boost productivity.

Yes, ControlHippo is designed to integrate with a wide range of platforms like Pipedrive, Shopify, Hubspot, Google Sheets, Zoho, Slack, and others.

Updated : May 9, 2024

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