Salesforce
The integration between Tuvis and Salesforce automatically syncs all messages exchanged via WhatsApp, Telegram, and other channels with Salesforce CRM records, linking every conversation to the corresponding Lead, Contact, Account, or Opportunity. As a result, teams eliminate manual data entry and maintain a complete history of their interactions with customers and prospects.
Benefits for your company
Messaging App Usage: Integrate WhatsApp, Telegram, and other channels with automatic logging in the Salesforce Activity Timeline.
Full Context: Every message is recorded in Salesforce to maintain an up-to-date history before new interactions.
Increased Productivity: Automatic logging eliminates manual data entry, allowing teams to focus on sales.
Guaranteed Compliance: Encryption and traceability for audits and regulatory requirements.
Automation with Salesforce Flow: Power up your integration with triggers to update Opportunities or create Tasks based on messaging events.
Key features
Unified view of customer/lead data directly from Salesforce within the Tuvis CRM panel, without leaving the WhatsApp or Telegram screen.
Automatic synchronization of messages, media, and metadata with Salesforce CRM Leads, Contacts, Accounts, and Opportunities.
Automatic activity logging, eliminating manual input by sales teams.
Transform every conversation on WhatsApp and Telegram into a Salesforce record — automatically, with zero manual effort.
Request a Demonstration
Ensure the security, compliance, and efficiency of your communications.
Enterprise Instant Messaging. Secure. Efficient. Compliant. WhatsApp e iMessage.
