Integration

Salesforce

Make texting a natural part of your sales process

Overview

If your organization uses Salesforce to handle account management, you can connect Zipwhip’s texting functionalities to contacts saved in your CRM. Once connected, all inbound and outbound texts will automatically sync with Salesforce and Zipwhip’s apps. 

This integration allows you to save time your reps spend logging messages into your CRM, creates transparency into what employees are saying and captures valuable insights to better serve your customers and close deals.

how it works

Zipwhip enables your existing landline or toll free phone number for texting. Make it easy for clients to confirm consultations, schedule appointment reminders, and send pictures messages by leveraging your business number.

When a mobile phone number is matched to a contact in your CRM, Zipwhip automatically logs incoming and outgoing texts in real-time within the tasks section. Messages sent from any Zipwhip app syncs to automatically to maintain activity accuracy.

Feel free to consult our integration help page if you have questions regarding implementation or installation.

Why connect Salesforce + Zipwhip?

  • Reporting + Visibility - See which texts go to each employee, and track whether customers have received a response yet or not.
  • Sales - Prospects who receive texts convert at a rate 40% higher than those who aren't. Track these interactions in your CRM.
  • Customer Support - Save money on voice costs and provide customers an easier, off-line way to contact you about issues they encounter.

Start Texting with a Free 14-Day Trial of Zipwhip

Already a Zipwhip user?

Learn how to integrate on your own today or contact us at support@zipwhip.com.