The Convrs Salesforce Integration: Bringing Messaging into Salesforce

Salesforce is the world’s leading CRM where sales teams build pipelines, manages accounts, and track progress from lead to close. But today, sales don’t happen in a vacuum and don’t only happen in email. This is why Convrs has built a deeper Salesforce integration.

The Convrs Salesforce integration is to complement Salesforce by helping sales teams add real-time messaging to their workflow while keeping systems, records, and reporting inside Salesforce.

Messaging is the Newest Sales Channel

Modern sales teams don’t just send emails and make calls anymore, rather, they chat with leads on messaging apps like WhatsApp, Messenger, SMS, Live Chat, and more. Why is that so?

• Buyers expect instant answers

If a lead doesn’t hear back within minutes, they’re likely to move on or engage with a competitor. The 24-hour response window is gone, leaving businesses to compete in a matter of minutes.

• Attention spans are shorter

The buyer journey is short, but also interruptible. Even if leads reach out through websites or ads, their attention is limited. It is likely that their intent dissipates if communication is delayed.

• Messaging apps are the default way people communicate

Messaging apps are where buyers are most comfortable asking questions, scheduling follow-ups, and making decisions. Messaging apps are how people talk to friends, service providers, and increasingly, businesses.

• Conversations need to feel more personal, direct, and responsive

Email cadences are important, but they’re also passive. Messaging enables active engagement with leads by letting them ask specific questions, clarify concerns, and get tailored replies instantly. This creates a better buying experience.

Sales teams that quickly embrace the shift to real-time engagement build trust earlier, respond faster to buyer intent, and convert more leads. To do this at scale, messaging needs to blend seamlessly with your existing tools—starting with a strong Salesforce integration.

How Convrs Enhances Salesforce

Convrs’ Salesforce integration is designed to help sales teams activate messaging channels like WhatsApp, Messenger, SMS, Live Chat, and more, without disrupting existing Salesforce workflows. The Convrs Salesforce integration aims to extend what Salesforce can already do, so sales teams can connect faster, manage conversations more efficiently, and keep data flowing seamlessly between platforms.

1. Send conversation transcripts to Salesforce

Messages exchanged in Convrs – whether on WhatsApp, Messenger, Live Chat, SMS, Viber, LINE, or Telegram – can be automatically pushed to Salesforce and logged within specific fields tied to each contact, lead, or opportunity.

• Sales representatives don’t have to manually write summaries or copy-paste messages
• Managers can easily review full conversation history
• Sales handovers are more efficient and better informed

Full visibility over the buyer conversation can help sales teams stay aligned and responsive at every stage.

2. Create New Salesforce Records

When a new lead messages a business through a messaging channel, a corresponding Salesforce record can be automatically created, ensuring every interaction gets captured and entered in your CRM no matter where it starts. This is especially valuable for inbound campaigns and ad-driven outreach as accurate and speedy record creation is essential.

3. Pull Salesforce Data into Convrs

Convrs can also pull custom field data from Salesforce into the messaging dashboard. This gives sales representatives the context they need – like lead source, owner, or lifecycle stage – while they’re chatting with prospects in real time.

For example:

• Sales representatives can see that a lead came from a Facebook and has yet to book a demo
• AI Chatbots and Chatbot flows can be adjusted based on CRM data

Pulling Salesforce data into Convrs ensures sales teams will always have the information needed to personalize communication and guide leads to the next step.

4. Enable Proactive Outreach at Scale

Convrs’ Salesforce integration also allows sales teams to use messaging proactively. Sales teams can personalize follow-ups using one-to-one messaging, send one-to-many campaign messages using WhatsApp Bulk Messaging, and segment audience for targeted messaging based on Salesforce data.

5. Native Apps for Android and iOS

Convrs offers native mobile apps for both Android and iOS, giving sales representatives the flexibility to engage leads while on the go, without losing sync with the CRM. Whether your team is managing field sales, remote prospecting, or multiple time zones, they can:

• Send messages
• Review conversations
• Get push notifications
• Follow up instantly

All while keeping the CRM updated in the background.

These features from the Convrs Salesforce integration make sales outreach more real-time, more actionable, and better aligned with how people actually buy. Sales teams can become more agile, and your CRM becomes more complete.

Why Messaging Complements the Salesforce CRM

Salesforce gives sales teams structure, insights, and control over their pipeline while Convrs adds speed, reach, and real-time engagement. With a deeper Salesforce integration, Convrs can help support the sales process where every interaction is timely, measurable, and buyer centric.

Sales leaders, RevOps managers, and CRM admins are often stuck choosing between speed and structure. Messaging is fast and personal but can be often disconnected from backend systems. Salesforce is structured and measurable but slower when it comes to real-time communication.

Convrs’ deeper Salesforce integration ensures that messaging becomes a core part of the sales stack, supported by the same tools and workflows sales teams already know.

The Wrap Up

As sales strategies evolve to include more messaging channels, sales teams need tools that fit into their existing workflow while keeping up with the demands of a faster and more responsive buyer journey.

Convrs offers a strategic messaging layer to complement Salesforce and make your sales engine more connected, more responsive, and more effective. While Salesforce helps sales teams organize and optimize the revenue pipeline, Convrs helps sales teams engage, qualify, and convert faster through the channels your buyers prefer.

With Convrs’ Salesforce integration, this creates a unified system where:

• Sales representatives engage leads through messaging, directly or through automation
• Every conversation is tracked, attributed, and stored in Salesforce
• Follow-ups are instant, relevant, and easily managed
• Sales cycles are shortened, while visibility is expanded

If your sales team is already using Salesforce but still treating messaging as a separate channel – now is the time to bring it all together. Want to try out Convrs’ enhanced Salesforce integration? Book a free, no commitment demo with us today to help your sales team turn conversations into conversions.