Messagely + Salesforce
It’s a dream come true.
Connect to Salesforce and streamline your lead conversion progress.
Sync leads and updates in Salesforce.
Just created a lead, or updated a lead’s contact information? All data gets synced to your Salesforce account; no copying and pasting necessary.
Create and keep track of tasks.
Your chats and notes are logged as Salesforce tasks. Simply click on the relevant lead in Salesforce to pull out all the information.
Nurture your leads at the most opportune time.
Using data from Salesforce, automatically add contacts to personalized lead-nurturing campaigns.
Route conversations with zero fuss.
Pull Salesforce data such as Owner and Status to automatically assign tickets to the appropriate teams.
Get access to a high-level overview of each user’s journey.
View all the conversations that your company has had with a lead or customer, at a single glance.