The Ultimate Guide to Salesforce WhatsApp Integration — 360 SMS App

The Ultimate Guide to Salesforce WhatsApp Integration — 360 SMS App
3 min read
07 December 2023

WhatsApp is one of the most popular and widely used messaging apps in the world, with over 2 billion users. It offers a fast, secure, and convenient way to communicate with your contacts, using text, voice, video, and media messages. But did you know that you can also use WhatsApp to integrate with your Salesforce CRM and enhance your business processes?

In this blog post, we will show you how to use the 360 SMS app to set up and use Salesforce WhatsApp integration with your Salesforce CRM. 360 SMS is a Salesforce SMS app that allows you to send and receive text messages from within your Salesforce CRM. You can use 360 SMS to communicate with your customers, prospects, partners, and employees over SMS, which is a fast, reliable, and cost-effective way to reach your audience.

But 360 SMS is not just an SMS app. It also supports salesforce and WhatsApp integration, which means you can use WhatsApp as a channel in your Salesforce CRM. You can use WhatsApp to send and receive rich media messages, such as images, videos, documents, and audio files. You can also use WhatsApp to create chatbots, broadcast messages, and automate workflows.

By using WhatsApp integration with 360 SMS, you can enjoy the following benefits:

• You can enhance your customer experience, loyalty, retention, and satisfaction by providing them with personalized, timely, and interactive communication over WhatsApp.

• You can increase your sales, revenue, and growth by reaching out to more leads, prospects, and customers over WhatsApp, and converting them into loyal customers.

• You can improve your marketing, service, and support processes by using WhatsApp to send promotional offers, appointment reminders, feedback requests, service updates, and more.

• You can comply with the relevant regulations and standards regarding WhatsApp marketing and communication by using opt-in and opt-out features, encryption and authentication methods, and consent management tools.

To set up and use Pardot WhatsApp integration with 360 SMS, you need to follow these steps:

• First, you need to install the 360 SMS app from the AppExchange and configure it in your Salesforce CRM.

• Second, you need to create a WhatsApp Business account and verify your phone number and business details.

• Third, you need to connect your WhatsApp Business account with your 360 SMS app using the API key and secret provided by 360 SMS.

• Fourth, you need to enable and configure the WhatsApp channel in your 360 SMS app, and set up the templates, keywords, and automation rules for your WhatsApp messages.

• Fifth, you need to start sending and receiving WhatsApp messages from your Salesforce CRM, and monitor and analyze your results using the reports and dashboards provided by 360 SMS.

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