Salesforce is a leading and preferred CRM platform for businesses across the globe. 

Companies use it to manage

• contacts
• leads
• opportunities
• customers

… and much more!

Chatbots and voicebot, on the other hand, are soon becoming the leading sources of lead generation and qualification. 

Integrating Verloop.io’s conversational platform with Salesforce ensures that businesses push leads and critical information on these leads from chatbots and voicebots to Salesforce in a hassle-free manner. 

With this integration, your team can 

• follow up with new leads
• check the chatbot/voicebot interactions with existing contacts 
• measure the impact of conversations on your funnel

Your salesforce data is always up-to-date with real-time syncing of this data. 

Some of the advantages you see include the following:

1. Create & Update Chatbot Generated Leads in Salesforce (H3)

Chatbots are 3x better at collecting information on users than forms are. With this integration, all chatbot and voice bot-generated leads are automatically added to your Salesforce CRM for your sales team to pursue. 

(In addition to Salesforce, you can pass on this lead information to your marketing automation software such as HubSpot, Clevertap, etc.)

2. Prep Your Support Agents With a Detailed Customer Profile (H3)

Support agents can serve your users better if they have all the information on the user. Verloop.io – Salesforce two-way integration updates contact information on the conversational AI platform in real time. 

The agent sees all user interactions with the company (sales and marketing teams) and gets the right context on the customer’s relationship with the brand. 

3. Update Contact Information From Automated & Live Chat (H3)

While interacting with chatbots or live agents, customers share much information about themselves. The integration ensures this data is passed on as attributes from Verloop.io’s conversational platform to respective fields in Salesforce CRM in real-time and automatically. 

This allows you to keep your contact profile up to date on the Salesforce CRM and ensure all teams are on the same page w.r.t. customer data. 

4. Add Contacts to Campaigns & Re-Engage With Targeted Messaging (H3)

As mentioned earlier, this integration is two-way communication. You can create a new list of contacts on Salesforce and use it to send targeted campaigns on Verloop.io’s conversational platform. These campaigns can be welcome messages, personalised offers, guides, etc. 

Campaigns help businesses nurture their contacts with personalised and highlighted targeted messages. It leads to higher engagement and conversion rates. 

The Glorious Verloop.io x Salesforce Integration (H2)

Verloop.io – Salesforce integration helps you understand how the conversational platform has influenced a prospect’s buying journey, the different interaction points, responses, etc. 

You can see real-time data on

• how many times a user has interacted with the chatbot
• The contents of a user query
• User location

… and much more!

With this information, you better understand your customer and help the sales team close the deal quickly. 

The integration is effortless to implement. It can be done in a few easy steps in under five minutes.

Verloop.io provides 100+ tech integrations, including payments, marketing CRMs, ticketing systems, workflow automation, etc… This has helped businesses to seamlessly integrate their chatbot solution without disturbing their existing tech integrations and instead reaping the most benefits out of the chatbot.

Schedule a demo with us here if you’d like to know more about Salesforce integration and how it can be enabled for your business.