Centralize WhatsApp conversations in Salesforce

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.

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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.

Use the centralized information in Salesforce to create more personalized marketing campaigns.
Salesforce integration with WhatsApp lets you improve personalization and boost sales.

The Treble integration helps you increase your conversation sending limit, which Meta sets based on your account performance.

Get a complete view of your message performance with Treble’s advanced analytics section.

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.

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.

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See what people are saying about us.

“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.

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.

No. Treble offers AI capabilities without requiring additional Salesforce licenses.

Yes! You can unify WhatsApp across different clouds and automate messages with Journey Builder.

Yes. Treble allows bidirectional data synchronization, so changes in Salesforce or WhatsApp are reflected on both platforms in real time.

Yes. Each conversation is automatically recorded as an activity history in the corresponding object.

You can use Salesforce Flow or Journey Builder to trigger and automate WhatsApp messages based on specific actions or funnel stages.

Yes. Treble is a Meta enterprise solutions provider, and all integrations fully comply with their policies.