Integrations / CRM
Salesforce on WhatsApp: manage contacts, leads and campaigns with an AI agent
Flann turns Salesforce into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Salesforce for you. Customer records are only as good as their last update. With Salesforce connected to Flann, updates happen from WhatsApp, in the moment, by text or voice note, instead of in a guilty catch-up at the end of the week.
182 actions in Salesforce. 121 only look things up, and 61 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Salesforce
You do not need the exact wording. These are the kinds of messages Flann turns into Salesforce actions.
“Look up the lead in Salesforce.”
“Look up the account in Salesforce.”
“Look up the contact in Salesforce.”
“Create a lead in Salesforce.”
“Upload a file in Salesforce.”
“Create a contact in Salesforce.”
What Flann can work with in Salesforce
Salesforce gives Flann 182 actions across 64 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | addcreatedeletelook upsearchupdate | 8 |
| Leads | addcreatedeletelook upsearchupdate | 8 |
| Opportunities | createdeletelook upsearchupdate | 7 |
| Records | createdeletelook upupdate | 7 |
| Accounts | createdeletelook upsearchupdate | 6 |
| Campaigns | createdeletelook upsearchupdate | 6 |
| Notes | createdeletelook upsearchupdate | 6 |
| Sobject records | deletelook upupdate | 4 |
How the same contact job compares, in Salesforce directly and through Flann.
| Compare | Salesforce on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about contacts | By hand, screen by screen | 121 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 61 changes, made from a message |
| Salesforce records | All of them, one screen at a time | 64 kinds, from one chat |
| Set-up | Nothing new to set up | One sign-in to Salesforce |
YesPartlyNo
Step by step: Salesforce jobs you can hand to Flann
How a request turns into real Salesforce actions, one step at a time.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Salesforce with these details.”
- Flann runs
List contactsin Salesforce and shows you what it found. - Flann runs
Create contactin Salesforce. - Flann creates it in Salesforce and confirms in the chat.
Fix a lead without opening Salesforce
- You message Flann on WhatsApp: “Change the lead in Salesforce: here is what is different.”
- Flann runs
List leadsin Salesforce and shows you what it found. - Flann runs
Update leadin Salesforce. - Flann makes the change in Salesforce and confirms in the chat.
Clean up campaigns you no longer need
- You message Flann on WhatsApp: “Which campaigns in Salesforce are out of date? Remove the ones I confirm.”
- Flann runs
List campaignsin Salesforce and shows you what it found. - Flann runs
Delete campaignin Salesforce. - Each removal is confirmed in the chat.
Where Flann saves you time in Salesforce
Small jobs, repeated often, are where the time goes. Here is how they change once Salesforce is connected.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into Salesforce. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to Salesforce as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in Salesforce for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.
What you stop doing: Leads from social messages no longer vanish between apps.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Salesforce, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Salesforce and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Salesforce
- Open Connectors in Flann and choose Salesforce.
- Sign in to your Salesforce account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Salesforce whenever a request needs it.
Of the 182 Salesforce actions, 121 only read. The other 61 create, update, send or delete. Disconnect Salesforce in Connectors whenever you like.
Ways to use Salesforce with Flann
Follow up the leads you forgot
Ask Flann which leads in Salesforce have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Salesforce and asks you to confirm.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Salesforce: last deal, last note, last time you spoke.
Everything Flann can do in Salesforce
Every Salesforce action Flann can run, split into what it reads and what it changes.
Looks up 121
- Execute SOSL search
- Get account
- Get all fields for an object
- Get batch of list view metadata
- Get batch of related list user preferences
- Get batch of UI API records
- Get campaign
- Get composite resources
- Get contact
- Get file content
- Get lead
- Get multiple records by IDs
- Get opportunity
- Get organization limits
- Run SOQL query
- Who Am I
- Create bulk query job
- Execute Tooling API query
- Get Account AllAccounts list view metadata
- Get Account SearchResult list view metadata
- Get all navigation items
- Get all objects
- Get an app
- Get API resources by version
- Get AppMenu Salesforce1 headers
- Get approval layouts for object
- Get apps
- Get Chatter resources
- Get child records
- Get Compact Layouts
and 91 more
Changes 61
- Create account
- Create campaign
- Create contact
- Create custom field
- Create custom object
- Create lead
- Create opportunity
- Create records using sObject Collections
- Create SObject record
- Delete account
- Delete campaign
- Delete contact
- Delete file
- Delete lead
- Delete opportunity
- Execute Composite Graph
- Update account
- Update campaign
- Update contact
- Update lead
- Update opportunity
- Upload file to Salesforce Files
- Upsert records using external ID
- Add contact to campaign
- Add lead to campaign
- Add product to opportunity
- Apply lead assignment rules
- Associate contact to account
- Clone opportunity with products
- Clone record
and 31 more
More CRM apps Flann works with
Common questions
What can Flann do with contacts in Salesforce?
Flann can add, create, delete, look up and search contacts in Salesforce, using 8 actions (Add contact to campaign, Create contact, Delete contact, Get contact and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in Salesforce.
What can Flann do with leads in Salesforce?
Flann can add, create, delete, look up and search leads in Salesforce, using 8 actions (Add lead to campaign, Create lead, Delete lead, Get lead and more). Looking up runs straight away and changes nothing. The other actions create or change leads in Salesforce.
How does Flann connect to Salesforce?
Open Connectors in Flann, choose Salesforce and sign in to your Salesforce account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 182 actions in Salesforce.
Do I need to open Salesforce to use it with Flann?
No. Once Salesforce is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Salesforce.
Does connecting Salesforce cost extra?
No. Salesforce is included in every Flann plan, along with every other app Flann connects to.