Powerful Integrations

Connect Commbots with the tools your team already uses

Connect customer conversations from WhatsApp, web chat and social channels with your CRM, ERP, e-commerce and customer-support platforms. Commbots helps your team transfer customer details, conversation context, leads, orders and support requests between your existing business systems through managed, configurable integrations.

4
CRM Platforms

Connect leads, contacts, deals and customer activity.

2
ERP Systems

Transfer customer, opportunity and operational data.

4
Commerce & Support Tools

Connect conversations with orders and support tickets.

API
Custom Workflows

Integrate with internal systems through APIs and webhooks.

Integration coverage

Connect leads, contacts, deals and customer activity across CRM platforms
Transfer customer, opportunity and operational data with ERP systems
Connect customer conversations with orders and support tickets
Integrate with internal systems through APIs and webhooks
Configurable synchronization with field mapping
Duplicate-prevention and record-matching options
Integration setup by our team
Subject to API availability and permissions

Explore Integrations

Select a CRM, ERP, commerce, help desk or custom connection to see capabilities and popular use cases.

S
CRMManaged integration

Salesforce

Connect Commbots conversations with your Salesforce sales and customer-service workflows.

Capabilities

Create or update leads and contactsCreate support cases from escalated conversationsUpdate opportunities and related recordsLog conversation summaries, notes and activities

Popular use cases

Capture WhatsApp leads

Create or update a Salesforce lead when a customer shares their details through Commbots.

Create customer-service cases

Open a Salesforce case when a conversation requires support-team escalation.

Record customer activity

Attach conversation summaries and follow-up tasks to the appropriate Salesforce record.

How it works

1

Customer messages on WhatsApp

2

Commbots captures details

3

Salesforce record created or updated

4

Team continues in CRM

How Commbots integrations work

  1. 1

    Integration setup by our team

    Provide authorized API credentials or approve access to the selected system. Our team configures the managed integration with you.

  2. 2

    Choose what to synchronize

    Select the records, events and fields required for configurable synchronization.

  3. 3

    Configure the workflow

    Define when information should be created, updated or transferred.

  4. 4

    Monitor the integration

    Track successful synchronizations, errors and workflow activity.

Powerful Integrations

One platform, connected workflows

Commbots brings customer conversations and business processes together through managed integrations and configurable synchronization.

  • Managed integration for supported platforms
  • Integration setup by our team
  • Configurable synchronization
  • Field mapping based on your business requirements
  • Duplicate-prevention and record-matching options
  • Custom API and webhook support available on request
  • Subject to API availability and permissions
  • Workflow logging and error handling

Need another integration?

Additional business applications are available on request through managed integrations and custom workflows. Enterprise platforms such as SAP, Oracle NetSuite and Microsoft Dynamics 365 may be supported as custom projects. Subject to API availability and permissions, including product version, authentication requirements and required data flows.

Contact our team

Popular WhatsApp integrations

See how Commbots connects WhatsApp conversations with the CRM and ERP tools your team already uses.

Ready to connect your business tools?

Talk to our team about connecting Commbots with your CRM, ERP, e-commerce platform, help desk or internal system.