The Salesforce integration with Rasayel lets you connect your WhatsApp conversations to Salesforce. This makes it easy to track, automate, and optimize your customers interactions within a single platform.

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Key features

  • Lead and Contact synchronization - Syncs Leads and Contacts between Salesforce and Rasayel automatically.
  • WhatsApp messaging within Salesforce - Enables direct WhatsApp communication with customers from Salesforce.
  • Automated conversation assignment - Assigns WhatsApp conversations to the right owners based on customizable rules.
  • Automated WhatsApp messaging - Allows sending WhatsApp messages through Salesforce Flows and Rasayel’s automation.
  • WhatsApp campaigns using Salesforce data - Filters audiences in Salesforce to send targeted WhatsApp campaigns.
  • WhatsApp activity logging - Logs all WhatsApp messages and activities on Salesforce Lead/Contact pages.
  • Embedded conversation view - Displays WhatsApp conversations alongside Leads, Contacts, opportunities, and accounts in Salesforce.