Dexo.chat + Salesforce
Bring WhatsApp conversations into Salesforce
Integrate Dexo.chat with Salesforce to manage all customer messaging from within your CRM. Sync contacts, log conversations, and trigger workflows.
Key Features
Powerful integration for smarter customer communication
Contact & Lead Sync
Automatically sync contacts and leads between Salesforce and Dexo.chat.
Activity Logging
All conversations are logged as activities on Salesforce records.
Case Integration
Create Salesforce cases from WhatsApp conversations for support teams.
Flow Builder Support
Trigger Salesforce Flows from messaging events and send messages from Flows.
Use Cases
- Sync messaging contacts with Salesforce leads
- Log WhatsApp conversations in contact activity timeline
- Create support cases from customer messages
- Send WhatsApp notifications from Salesforce Flows
- Track messaging engagement in reports and dashboards
Setup Guide
Install Dexo.chat package from AppExchange
Authorize the connection via OAuth
Configure field mappings
Set up activity logging preferences
Frequently Asked Questions
Which Salesforce editions are supported?
Professional, Enterprise, Unlimited, and Developer editions are all supported.
Can I send WhatsApp from Salesforce?
Yes, initiate conversations directly from contact or lead records.
Is Service Cloud integration available?
Yes, create and update cases from WhatsApp conversations with full Service Cloud integration.
Does it work with Salesforce Mobile?
Conversation history is visible in Salesforce Mobile, though sending requires the web app.
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