CRM
Whatsuite + Salesforce
Create Leads from new WhatsApp contacts and log conversations and payments as Tasks.
What Whatsuite can do in Salesforce
- Create lead
- Log task
Events that sync
-
contact.created -
conversation.resolved -
order.paid
運作方式
- Open Integrations in your Whatsuite workspace and pick Salesforce.
- Instance URL
- Connected app consumer key
- Consumer secret
- Refresh token — From the OAuth flow of your connected app (scopes: api, refresh_token)
- Test the connection, then choose which events to sync.