Salesforce Integration

Integrate WhatsApp with Salesforce to Improve CRM Management

Spoki and Salesforce, a solution designed to simplify and enhance the management of your business activities. Using Salesforce Flow, you can now automate sending WhatsApp messages directly from your CRM with just a few clicks, making communication with customers and leads faster, more effective and more personalized.
Learn how this innovation can transform the way you work and engage customers.

The Key Benefits of Integration

1. Automation of personalized communications

With the Spoki-Salesforce integration, you can take full advantage of the automated flows offered by Salesforce Flow. This allows you to:
  • •
    Send personalized messages: reach customers and prospects with targeted content based on data collected in CRM.
  • •
    Trigger intelligent automations: send notifications, updates, or promotional offers based on specific actions or triggers, such as submitting a form, a purchase, or a support request.
  • •
    Save time: eliminates manual and repetitive tasks by automating processes such as follow-up, reminders, and request management.
Result: customers always informed and involved without manual intervention.
Salesforce Flow integration with Spoki automation
Centralized Salesforce data and WhatsApp communication

2. Centralized Data for a Complete Vision

With synchronization between Spoki and Salesforce, all communication on WhatsApp is centralized in your CRM.
  • •
    Full traceability: monitor WhatsApp interactions directly in the customer record, including messages sent, received, and replies.
  • •
    Integrated management: links customer information with team activities to optimize each step of the sales and support process.
  • •
    Advanced reporting: analyze the performance of your WhatsApp campaigns, identifying the most effective messages and adapting your strategy.
  • •
    Omnichannel campaigns: link WhatsApp to email marketing, phone or social strategies for coordinated communication.
  • •
    A/B Testing: measure the success of different campaigns on WhatsApp directly in Salesforce to optimize ROI.
This allows you to turn cold leads into active customers and increase conversions.

3. Improvement of operational efficiency

Reducing response time and improving customer management has never been easier:
  • •
    Quick Replies: send immediate messages for questions, support requests, or order information.
  • •
    Superior customer experience: WhatsApp is a direct and familiar channel for building trust and making communication smooth and personalized.
  • •
    Resource optimization: your team can focus on strategic activities while automations take care of day-to-day operations.
In short, more time for high-value activities.
Operational efficiency and customer management
Marketing and sales automation with Salesforce

4. Powerful software for Marketing and Sales

The integration between Spoki and Salesforce offers endless possibilities for improving your marketing campaigns:
  • •
    Advanced segmentation: uses CRM data to identify the most interesting customers and send personalized messages based on their preferences.
  • •
    Targeted campaigns: reach your audience on WhatsApp with promotions, offers or new product announcements.
  • •
    Lead qualification: engage your prospects in real time and guide them along the path to purchase with relevant messages.
  • •
    Create authentic relationships: respond quickly to requests and offer personalized support.
A customer who feels heard and valued is more likely to remain loyal to the brand.

5. Scalability and Adaptability

Whether you are a small business or a structured company, this integration fits your needs:
  • •
    Easy implementation: connects Spoki and Salesforce without operational disruption.
  • •
    Total customization: configure automated flows in Salesforce Flow to fit your business processes.
  • •
    Ongoing support: our team is always available to help you make the most of this integration.
Scalability and adaptability of Salesforce integration
Data analysis and insights in Salesforce

6. In-Depth Analysis and Data-Driven Decisions.

Salesforce offers advanced tools to analyze interactions on WhatsApp, turning data into valuable insights:
  • •
    Performance monitoring: analyze WhatsApp campaigns to evaluate open, response and conversion rates.
  • •
    Behavioral analysis: identifies buying patterns or preferences to better segment audiences.
  • •
    Real-time reports: view the impact of WhatsApp communications directly in Salesforce dashboards.
This allows companies to adapt strategies based on the data, ensuring maximum impact.

7. Higher Conversion Rate

Integration improves lead management, easing the transition from prospect to customer:
  • •
    Automatic lead qualification: sending targeted WhatsApp messages based on the lead's level of interest.
  • •
    Personalized follow-up: automatically responds to initial interactions, keeping the lead warm.
  • •
    Active engagement: with relevant content and exclusive promotions, stimulate the customer to action.
Result? A tangible increase in sales.
Higher conversion rates with Salesforce integration

How does it work?

  1. 1.
    Create a flow in Salesforce Flow: define the triggers and conditions that will trigger the sending of a WhatsApp message.
  2. 2.
    Customize your message in Spoki: Use Spoki's advanced options to create engaging, tailored content.
  3. 3.
    Send and monitor: watch messages arrive to customers and track interactions directly in Salesforce.

Start Now!

With the Spoki-Salesforce integration, you have a powerful tool to improve business processes, streamline communication and deliver a superior customer experience.

Frequently Asked Questions

What is Spoki?

Spoki is a comprehensive WhatsApp Business API platform that enables businesses to transform WhatsApp into a powerful channel for marketing, sales, and customer support.

With Spoki, you can:

• Automate communications: Send automated messages, create chatbots, and set up intelligent workflows

• Manage customer support: Multi-operator team management with ticketing system and conversation routing

• Increase sales: Recover abandoned carts, send payment requests, and manage your product catalog directly on WhatsApp

• Marketing campaigns: Send bulk messages to thousands of contacts with personalized templates

• AI-powered features: Leverage artificial intelligence to automate responses and qualify leads 24/7

• Integrate with your tools: Connect with over 4,000 platforms including CRM, e-commerce, and marketing tools

Spoki is an official Meta Tech Partner, guaranteeing reliability, security, and access to all official WhatsApp Business API features.

How does the WhatsApp Business API work?

The WhatsApp Business App and the WhatsApp Business API (used by Spoki) are two completely different solutions designed for different business needs:

WhatsApp Business App: • Designed for small businesses and sole proprietors • Manual message management • Limited to 5 devices simultaneously • Maximum 256 contacts per broadcast • No automation capabilities • Free but with significant limitations • No CRM or integration support

WhatsApp Business API (Spoki): • Designed for medium to large businesses • Unlimited operators: Your entire team can manage conversations simultaneously • Unlimited broadcasts: Send messages to thousands of contacts • Advanced automation: Chatbots, automatic responses, intelligent workflows • CRM integration: Connect with your existing tools (HubSpot, Salesforce, etc.) • Analytics & reporting: Detailed statistics on your communications • No ban risk: Official API approved by Meta for bulk messaging • Cloud-based: No need to keep a phone connected • Multi-channel: Integrate WhatsApp with SMS, Voice, and other channels

How much does a Spoki subscription cost?

We have different plans suitable for various needs. Visit the Pricing page for updated details.

Is there a free trial?

Yes, Spoki usually offers a trial period or a free plan to test the platform.

Can I integrate Spoki with other tools?

Spoki integrates with thousands of platforms through native integrations, Zapier, Make (Integromat), and Webhooks.

Native Integrations:

• E-commerce: Shopify, WooCommerce, PrestaShop, Magento

• CRM: HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign

• Marketing: Mailchimp, Google Sheets

• Payment: Stripe, PayPal

• Support: Zendesk

Via Zapier/Make:

Connect to 4,000+ platforms including: • Google Workspace (Sheets, Calendar, Drive) • Microsoft Office 365 • Slack, Trello, Asana • WordPress, Webflow • Custom apps via API

Webhooks & API:

Full REST API for developers to build custom integrations.

View all FAQs

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