Zapier is a service that automates operations between web applications. It works by creating " zaps ", that is, automation rules that are triggered by certain events (such as, for example, 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 (like creating a new contact in a CRM).
If your IT team is not handy, or you want to save your precious How Overseas Chinese Contribute to Business in the USA implementation time, you can use Callbell’s official Zapier integration to connect WhatsApp to Salesforce. One of the strong points of using Zapier is precisely the ease and speed of the integration. The downside, however, is the cost of Zapier.
Connect WhatsApp to Salesforce
With the Callbell – Salesforce integration via Zapier , businesses can automatically create new contacts in Salesforce by leveraging Callbell’s webhooks and also update existing contact information in Salesforce based on customer interactions via Callbell.
This allows businesses to have a complete and up-to-date view of customer interactions and better understand their needs and preferences.
If you haven't already, you'll first need to:
1 ) Create an account on Callbell and integrate WhatsApp
2) Create an account on Salesforce
3) Create an account on Zapier
Once this is done, all you have to do is connect Callbell and Salesforce to Zapier and schedule the necessary zaps for the operations you want.