Summary
Integrating Salesforce with WATI makes managing your contacts easier and more efficient. This feature allows you to import leads and contacts from Salesforce into WATI, complete with attributes like type, creation date, and Salesforce as the source. With this, you can easily segment your contact list and run highly targeted campaigns, ensuring your messages reach the right audience at the right time.
Before you proceed, ensure that your Salesforce integration is enabled. If you haven’t set it up yet, refer to the relevant documentation on [How to Enable Salesforce Integration].
Instructions
Benefits of Importing Salesforce Contacts
Effortless Contact Management: Automatically sync and categorize your Salesforce contacts within WATI.
Better Segmentation: Filter and organize contacts based on attributes like type and creation date.
Targeted Campaigns: Use segmentation to create highly personalized marketing campaigns.
Improved Engagement: Deliver relevant messages to the right audience at the right time.
How to Import Contacts from Salesforce into WATI
Follow these simple steps to import your contacts from Salesforce into WATI:
Click on Contacts in the top navigation bar.
Click on the Import button.
Select Import From Salesforce from the options.
A configuration box will appear, allowing you to choose the time range for importing contacts based on their creation date.
For example, selecting Last 7 Days will import all contacts and leads created within the past week.
Based on your selection, all contacts and leads from Salesforce within that timeframe will be imported into WATI.
Each imported contact will include key details such as:
Creation date
Contact type (Lead or Contact)
Salesforce as the data source
By leveraging this integration, you can streamline your workflow and enhance your sales and marketing strategies effectively.
Frequently Asked Questions (FAQs)
General Questions
1. What does the Salesforce-WATI integration do?
→ It allows you to import Salesforce leads and contacts into WATI, making it easier to manage and segment your contact list.
2. Who can use this integration?
→ Anyone who has enabled the Salesforce integration in WATI can use this feature.
Setup and Configuration
3. How do I enable Salesforce integration in WATI?
→ You need to follow the setup process outlined in the relevant [How to Enable Salesforce Integration] guide.
4. Can I choose which contacts to import?
→ Yes, you can select a time range for importing contacts based on their creation date.
5. Where do imported contacts appear in WATI?
→ Imported contacts will be added to your WATI contact list with attributes such as creation date and contact type (Lead or Contact).
Troubleshooting
6. Why aren’t my Salesforce contacts appearing in WATI?
→ Ensure that:
You have enabled Salesforce integration.
You selected the correct import time range.
Your Salesforce contacts have the required attributes.
7. Can I re-import the same contacts later?
→ Yes, you can re-import contacts based on a different time range to update your list.
8. What happens if a contact already exists in WATI?
→ If a contact is already in WATI, the system will update it with the latest attributes from Salesforce.
Data Management
9. Can I edit imported contact details in WATI?
→ Yes, you can manage and update contact details directly within WATI.
10. Will deleting a contact in Salesforce remove it from WATI?
→ No, deleting a contact in Salesforce does not automatically remove it from WATI. You’ll need to manage deletions separately in WATI.