Salesforce CRM Integration

Supercharge Your Sales & Customer Conversations with Salesforce!

Automatically forward contacts from WhatsApp, Instagram, and web chat into Salesforce CRM and manage sales opportunities right inside the chat window.

  • Uninterrupted Lead Capture
  • Faster Deal Velocity
  • Clean CRM Data
Supsis

Automated Lead & Opportunity Sync

Capture incoming visitors as Leads, Contacts, or Contact + Opportunity records in Salesforce.

In-Chat Salesforce Widget

View contacts, deals, tasks, and deal stages right inside the live chat interface.

Smart Deduplication

Automatically search by phone number to prevent duplicate lead creation.

10 Automation Triggers

Trigger real-time Supsis workflows when deals change stage, are won, or new leads are created.

Salesforce Integration Use Cases

Practical workflows to accelerate sales and support operations.

WhatsApp Inquiries to Salesforce Leads

Automatically create Leads in Salesforce with LeadSource set to Supsis whenever new users reach out.

Salesforce Integration is Simple!

  1. 1

    Connect Your Salesforce Org

    Authenticate securely via OAuth 2.0 for Production or Sandbox environments.

  2. 2

    Set Forwarding Mode & Fields

    Select Lead, Contact, or Deal mode, and map your custom fields.

  3. 3

    Launch Chats & Workflows

    Start routing new leads to CRM and managing deals from your live inbox.

FAQ

Salesforce CRM Integration - Frequently Asked Questions

Visit our documentation page to explore all technical details.

No, the Salesforce CRM integration is included completely free of charge in Supsis.

Supsis Ai

Salesforce CRM Integration

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