Effortlessly Integrating CRM with WhatsApp using Tiledesk

Tiledesk

Effortlessly Integrating CRM with WhatsApp using Tiledesk

The Customer's Need: WhatsApp Business API CRM Integration

A fast-growing startup, Bricksave, sought a solution to send business messages via WhatsApp and their website to communicate with clients globally. Utilizing a custom CRM for tailored customer service, they required a conversational platform embedded in their CRM for agents to access customer information easily. Additionally, they were looking for WhatsApp integration via their Twilio business account, live chat on their website, ready responses, and a mobile app for sales team communication.

Tiledesk's Technical Solution: Low-Code Integration Platform

Bricksave's CTO, Dawid Balmbra, discovered Tiledesk's open-source solution for seamless integration. Tiledesk allows clients to create context-specific applications directly on the platform with ease. By installing a small web app within the agent interface, Tiledesk app extends product functionality, such as creating graphical interfaces, embedding CRM consoles, or integrating video conferencing software.

Integration Benefits and Workflow Details

The integration worked seamlessly for Bricksave, allowing live chat on the website and automated user details sharing between CRM and WhatsApp. New registrations triggered WhatsApp messages via Twilio API, updating CRM data accordingly. Tiledesk proved advantageous in customer contact strategy, boosting response rates, time-saving, and revenue generation focus for the sales team.

Tiledesk's Commitment to Data Security and Useful Applications

Andrzej Leo, Tiledesk CTO, emphasized the importance of customer trust, ensuring all Tiledesk-connected applications are beneficial, functioning well, and responsibly handling data. Tiledesk offers guidelines for creating custom apps similar to Bricksave's CRM integration, enabling users to quickly start building tailored applications.

Additional Information and Integration Guides

Tiledesk provides seamless and direct integration with WhatsApp Business API without extra costs. Users can follow guides for setting up WhatsApp Business accounts and explore advanced Tiledesk features for WhatsApp Business. The platform continues to support users in creating chatbots and conversational applications efficiently.

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