Salesforce
Enterprise-grade CRM sync. Contacts, cases, and conversations flow between Lodgestory and Salesforce in real-time.
What is the Salesforce integration?
Salesforce is the world's #1 CRM platform used by enterprises for sales, service, and marketing. Lodgestory's Salesforce integration syncs contacts, cases, and conversation data bi-directionally, giving your team full customer context across every channel.
How it works
Lodgestory connects to Salesforce via REST API and Platform Events. Conversations from WhatsApp, Email, SMS, and Voice are logged as Salesforce activities. Cases created in Lodgestory sync to Salesforce Service Cloud in real-time.
Key Features
Contact & Lead Sync
Contacts from WhatsApp, SMS, and Email are automatically matched or created in Salesforce with channel source and conversation tags.
Case Management
Lodgestory tickets map to Salesforce cases. Status, priority, and resolution notes sync bi-directionally.
Activity Logging
Every message, call, and email is logged as a Salesforce activity on the contact record for complete interaction history.
Custom Object Mapping
Map Lodgestory data to Salesforce custom objects for industry-specific workflows and reporting.
Setup Steps
- 1
Connect Salesforce
Navigate to Settings > Integrations > Salesforce. Authenticate via OAuth 2.0 with your Salesforce org.
- 2
Map Objects
Map Lodgestory contacts to Salesforce Contacts/Leads and tickets to Cases. Configure custom object mappings.
- 3
Configure Sync Rules
Set sync direction, field mappings, and conflict resolution. Choose which record types to sync.
- 4
Set Up Platform Events
Enable Salesforce Platform Events for real-time bi-directional updates between both systems.
- 5
Validate & Deploy
Test with sample contacts and cases. Verify data flows correctly before enabling for all users.
Use Cases
Service Cloud Integration
Support cases from WhatsApp and Email appear in Salesforce Service Cloud. Agents can work in either platform with data staying in sync.
Sales Pipeline Tracking
When a WhatsApp lead is qualified by an AI agent, Lodgestory creates a Salesforce opportunity with full conversation context.
Customer 360 View
Salesforce users see all Lodgestory interactions — WhatsApp, SMS, Email, Voice — on the contact timeline for a complete customer view.
Frequently Asked Questions
Does the Salesforce integration support bi-directional sync?
Which Salesforce editions are supported?
Can I map custom Salesforce objects?
How is data security handled?
Is there a setup fee?
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