Maximize Your CRM Potential with Seamless Salesforce Integration

Automate data synchronization, enhance customer engagement and drive sales with integrated data sync and messaging solutions.

Trusted by 5000+ Clients Worldwide

What is the Salesforce Integration with Omnichat?

Omnichat’s integration with Salesforce seamlessly syncs customer data and messaging across Salesforce Sales & Service Cloud and Marketing Cloud. This ensures your teams stay updated, engage customers on multiple channels, and streamline sales and support.

Enhance Customer Engagement with Real-Time Sync, Multi-Channel Messaging, and Analytics


Effortless Data Synchronization

Automatically sync contacts, custom attributes, and interactions between Salesforce and Omnichat in real-time.


Multi-Channel Customer Engagement

Leverage Omnichat’s messaging capabilities directly from Salesforce to reach customers on their preferred platforms.


Integrated Reporting and Analytics

Track messaging performance and customer interactions on the Omnichat platform to refine strategies and improve engagement.

Unlock Powerful Capabilities with Seamless Salesforce Integration

Real-Time Data Sync

Seamlessly synchronize customer data between Salesforce and Omnichat in real-time, ensuring your team always has the most current information for decision-making and customer engagement.

Omnichannel Messaging with Journey Builder Integration

Use Omnichat’s messaging capabilities within Salesforce Journey Builder to create automated, personalized campaigns across high-engagement platforms like WhatsApp and LINE. 

With significantly higher open and engagement rates than email, these channels ensure your messages effectively reach customers at every stage of their journey.

Advanced Reporting

Gain deep insights into your customer interactions and campaign performance with Omnichat’s detailed analytics. While Salesforce provides an overview of your marketing journey, Omnichat’s backend offers in-depth data on messaging performance, including metrics like open rates and user status, allowing you to fine-tune your strategies for optimal results.

Automated Contact Creation

Automatically create new contacts in Salesforce from Omnichat interactions, simplifying lead generation and ensuring no potential customer is missed.

Omnichat’s Automation and Engagement Tools

Leverage Omnichat’s extensive range of features and automations to maximize your sales and conversions by engaging your imported contacts within their favorite apps like WhatsApp. 

 

Use tools like broadcasts, chatbots, coupons, game modules, and abandoned cart messages to create personalized, high-impact interactions that drive results.

Common Use Cases for Salesforce Integration

Recover Lost Sales with Abandoned Cart Follow-Ups

Automatically re-engage customers who left items in their cart by sending personalized WhatsApp reminders. Encourage them to complete their purchase with a tailored message and a special offer, driving conversions and recovering potential lost sales.



Seamless Membership Card Integration

After integrating Salesforce data with Omnichat, customers can easily access their membership details, loyalty points, and coupons on their Omnichat membership card within WhatsApp and other messaging apps, enhancing engagement and loyalty.

Tailored Offers for Your Most Valued Customers

Segment your customer base by membership level and send exclusive WhatsApp broadcasts to VIP members. Reward their loyalty with special offers and promotions, strengthening your relationship and increasing repeat purchases.

Celebrate Customer Birthdays with Special Discounts

Delight your customers by automatically sending them a personalized birthday message and a discount coupon via WhatsApp during their birthday month. 

This thoughtful gesture enhances customer loyalty and encourages additional purchases.

 

Engage New Contacts with a Warm Welcome and Fun Interaction

As soon as a new contact is added to Salesforce, trigger a welcome message on WhatsApp. Invite them to play a game or participate in an interactive experience, offering a discount as a reward, and start building a strong customer relationship right from the start.

Achieve a 10x Increase in Conversion Rates
with a ROAS of over 100%

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