¿Es compatible con Salesforce Lightning?

Sí, la integración de ChateCommerce funciona de forma nativa tanto en entornos Salesforce Lightning como en la interfaz Classic.

¿Se pueden automatizar mensajes de WhatsApp desde el CRM?

Efectivamente. Puede configurar disparadores para que, ante un cambio de estado en un lead o una nueva oportunidad en Salesforce, se envíe automáticamente una plantilla personalizada de WhatsApp.

Integrate

Real-time contact synchronization with Salesforce for faster sales

Connect your Salesforce account in minutes to sync contacts and automate the sales flow to WhatsApp, without the need for complex development or coding.

Boost your business strategy: Salesforce + ChateCommerce

Bidirectional contact sync

Every lead or customer created in Salesforce is instantly mirrored in ChateCommerce.

This two-way contact synchronization ensures 360° business management, allowing your sales team to act instantly and preventing lost sales opportunities due to lack of follow-up.

Leads ready for campaigns

Launch WhatsApp Marketing campaigns with Salesforce leads the moment they’re created.

Optimize your segmentation using native CRM data. By integrating Salesforce with WhatsApp, you can automate nurturing and repurchase flows based specifically on the customer's funnel stage or purchase history.

Reliable data management

Prevent duplication and human errors with automated, real-time updates.

Our native integration ensures data integrity at all times. Centralize all your WhatsApp conversations within your Salesforce history, maintaining a unified, auditable record free of data silos.

Another integrations

ChateCommerce is a Meta Tech Partner. This means that our technology platform has undergone a strict security and data protection review to become part of Meta’s select group of technology partners, whose focus is on helping your business grow.

As a Meta Tech Partner, ChateCommerce guarantees that its integration meets the highest security standards and official WhatsApp API protocols.

Boost your CRM: Schedule a Salesforce + ChateCommerce demo

Frequently Asked Questions about Salesforce + WhatsApp

Is it compatible with Salesforce Lightning?

Yes, the ChateCommerce integration works natively in both Salesforce Lightning and the Classic interface.

Can WhatsApp messages be automated from the CRM?

Yes. You can configure triggers so that when a lead’s status changes or a new opportunity is created in Salesforce, a custom WhatsApp template is automatically sent.

Does Salesforce require additional software installation?

No. It’s a cloud-based integration that connects both platforms directly and securely via the official API.