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.Documentation Index
Fetch the complete documentation index at: https://docs.rasayel.io/llms.txt
Use this file to discover all available pages before exploring further.
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.