Integration
Sync WhatsApp & LinkedIn to Salesforce
Log every WhatsApp and LinkedIn conversation as a Salesforce activity. Your sales team stays focused on closing while SyncIn keeps your CRM accurate.
What to expect with Salesforce + SyncIn
Activity Logging on Leads & Contacts
Every WhatsApp and LinkedIn message is logged as an activity on the matched Salesforce lead or contact. Full conversation history, always available.
Automatic Contact Matching
SyncIn matches incoming messages to Salesforce records by phone number (WhatsApp) or LinkedIn profile URL. No manual lookup required.
Secure API Connection
Connect Salesforce via OAuth2. Credentials are encrypted at rest, never shared, and compliant with GDPR and Salesforce security requirements.
What will sync to Salesforce
- Full message content (sent and received)
- Sender and recipient details
- Timestamps and communication channel
- Logged as Salesforce Task or Activity
- Matched to the correct lead or contact record
- Owner assignment based on your Salesforce setup
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