Uninterrupted Lead Capture
Instantly capture every customer inquiry from messaging channels directly into your sales pipeline.
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.
Why Integrate Salesforce with Supsis?
Unify customer conversations and enterprise sales pipeline into one seamless experience.
Faster Deal Velocity
Close deals quicker with instant access to deal amounts, stages, and customer history.
Clean CRM Data
Automated phone normalization and deduplication keep your Salesforce database clean.
2-Way Event Sync
Send instant WhatsApp or email notifications when Salesforce opportunities advance.
Agent Productivity
Log notes, update stages, and create tasks without switching browser tabs.
Enterprise OAuth 2.0 Security
Secure, credential-free authorization backed by Salesforce's official OAuth standards.
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.
Create Opportunities from Live Chat
Create deals directly from the live chat window with custom stage names and close dates.
Automated Onboarding on Closed Won
Trigger WhatsApp onboarding and welcome messages when a Salesforce Opportunity is won.
Live Customer Context for Agents
Display Contact history, open Opportunities, and pending tasks when a customer messages.
Owner Synchronization
Sync assigned Supsis support agents with Salesforce record owners via email mapping.
01
Automated Lead & Opportunity Sync
Capture incoming visitors as Leads, Contacts, or Contact + Opportunity records in Salesforce.
02
In-Chat Salesforce Widget
View contacts, deals, tasks, and deal stages right inside the live chat interface.
03
Smart Deduplication
Automatically search by phone number to prevent duplicate lead creation.
04
10 Automation Triggers
Trigger real-time Supsis workflows when deals change stage, are won, or new leads are created.
Salesforce Integration is Simple!
Activate your Salesforce CRM connection in 3 easy steps.
1
Connect Your Salesforce Org
Authenticate securely via OAuth 2.0 for Production or Sandbox environments.
2
Set Forwarding Mode & Fields
Select Lead, Contact, or Deal mode, and map your custom fields.
3
Launch Chats & Workflows
Start routing new leads to CRM and managing deals from your live inbox.
About Salesforce CRM Integration
Salesforce is the world's leading enterprise CRM for sales, service, and marketing. The Supsis integration seamlessly connects your omnichannel communications to Salesforce, providing your team with complete customer context and intelligent workflow automation.
FAQ
Salesforce CRM Integration - Frequently Asked Questions
Visit our documentation page to explore all technical details.
Visit Our Documentation Page →Learn MoreNo, the Salesforce CRM integration is included completely free of charge in Supsis.