With Treble, you can integrate Salesforce with your company’s WhatsApp account without writing any code. You’ll be able to reduce customer data loss, improve traceability, and increase the effectiveness of your campaigns.
Explore Salesforce integration features with WhatsApp
By integrating WhatsApp CRM, you centralize all conversations, improving productivity and customer service. You can also do this with a Salesforce WhatsApp chatbot.
Easy integration
No codes required. Connect in minutes.
Total synchronization
Automatic properties update
Journey Builders
Deployment from automated workflows
Intuitive editor
Easy-to-use conversation editor.
Rich Media
Sending text, photos, and URLs.
Metrics
Campaign and agent performance
Personalized messages
Conversation history by contact
Centralized management
Chats within the HubSpot inbox
Lead attribution
Easily assign each lead and chat
Our WhatsApp and Salesforce integration works for every part of the sales funnel.
Integration with WhatsApp allows for the automation of the sales process, especially with the use of Salesforce’s WhatsApp chatbot for lead qualification, helping to increase the efficiency of the sales team.
Attract more customers with personalized messages.
Sell more with mass campaigns.
Optimize your campaigns
Use the centralized information in Salesforce to create more personalized marketing campaigns. Salesforce integration with WhatsApp lets you improve personalization and boost sales.
Unlimited Reach
The Treble integration helps you increase your conversation sending limit, which Meta sets based on your account performance.
Advanced Metrics
Get a complete view of your message performance with Treble’s advanced analytics section.
Response Visibility
View read, response, and click rates, and even specific customer responses to each message block for deeper insight.
All your conversations in one place
Save your conversation history by contact and offer personalized support directly from the inbox. All data will be stored in Salesforce for later analysis and optimization.
With WhatsApp integrated into Salesforce, you can quickly access data and improve service personalization, creating more effective campaigns.
Retarget and revive users who didn't purchase the first time
Individual conversations with leads or current customers.
Create your account and start selling more today
Transform WhatsApp into a sales machine with our Salesforce integration
The integration of Treble and HubSpot transforms WhatsApp into a powerful sales and automated support engine.
With WhatsApp automation, your teams can automatically respond, log interactions, and even nurture leads without leaving the platform. HubSpot’s integration with WhatsApp enhances personalization and real-time tracking, increasing the efficiency of customer service and relationship management.
“Treble.ai helped us automate customer service for new Rappi delivery drivers via WhatsApp. We saved money and significantly improved the experience.”
Pedro Olarte
Sr. Product Manager, Rappi
“I’m very impressed with the capability, talent, and commitment of the treble.ai team. We found the ideal partner to create a complete solution that allows us to integrate HubSpot with WhatsApp.”
Daniel Palacios
Sales Manager, HubSpot
“I can’t imagine scaling the customer success team operation without something like treble.ai.”
Freddy Vega
CEO, Platzi
F.A.Q
Do I need a specific Salesforce license to use this integration?
No. Treble works with any Salesforce cloud or license: Sales, Service, or Marketing Cloud.
How does AI work in this integration?
You can use AI in automated workflows (Builder) and also in human-assisted interactions. Treble’s AI goes beyond summaries and suggestions; it’s designed to automate complex processes and optimize agent management across several key functions.
Do I need to buy add-ons to use AI?
No. Treble offers AI capabilities without requiring additional Salesforce licenses.
Can I use it with any cloud service?
Yes! You can unify WhatsApp across different clouds and automate messages with Journey Builder.
Is integration bidirectional?
Yes. Treble allows bidirectional data synchronization, so changes in Salesforce or WhatsApp are reflected on both platforms in real time.
Are all conversations logged in Salesforce?
Yes. Each conversation is automatically recorded as an activity history in the corresponding object.
Can I automate sending WhatsApp messages with HubSpot workflows?
You can use Salesforce Flow or Journey Builder to trigger and automate WhatsApp messages based on specific actions or funnel stages.
Is this integration officially approved by Meta?
Yes. Treble is a Meta enterprise solutions provider, and all integrations fully comply with their policies.