Salesforce
Connect WAPINexa conversations with your Salesforce sales and customer-service workflows.
What it unlocks
- Create or update leads and contacts
- Create support cases from escalated conversations
- Update opportunities and related records
- Log conversation summaries, notes and activities
Teams use it to
Create or update a Salesforce lead when a customer shares their details through WAPINexa.
Open a Salesforce case when a conversation requires support-team escalation.
Attach conversation summaries and follow-up tasks to the appropriate Salesforce record.
The path
- 1Customer messages on WhatsApp
- 2WAPINexa captures details
- 3Salesforce record created or updated
- 4Team continues in CRM
