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Salesforce + Whatsapp: Nanonets Integrations

Automate Workflows on Nanonets with Salesforce and Whatsapp

Nanonets AI extracts key information from WhatsApp messages, such as contact details and conversation context, for processing.

Extracted data is mapped to corresponding Salesforce fields, creating or updating records in the CRM instantly.

Automate WhatsApp Engagement in Salesforce

Seamlessly log WhatsApp communications in Salesforce CRM for real-time customer engagement tracking and improved sales strategies.

New WhatsApp message received

Nanonets AI parses message content, identifies sentiment and categorizes based on predefined criteria for CRM.

Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
New Contact Added

Triggers when a new contact is added.

Trigger
Message Status Changed

Triggers when a message status changes.

Trigger
New Media Received

Triggers when new media is received in a message.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Update Profile Information

Updates the user's profile information.

Action
Unmute Chat Notifications

Unmutes notifications for a specific chat.

Action
Mute Chat Notifications

Mutes notifications for a specific chat.

Action
Update Profile Picture

Updates the user's profile picture.

Action
Unblock Contact

Unblocks a previously blocked contact.

Action
Block Contact

Blocks a specific contact.

Action
Set Status Message

Sets the user's status message.

Action
Export Chat History

Exports the chat history to a file.

Action
Archive Chat

Archives a specific chat.

Action
Unarchive Chat

Unarchives a specific chat.

Action
Delete Message

Deletes a message from a chat.

Action
Mark Message as Unread

Marks a read message as unread.

Action
Mark Message as Read

Marks a received message as read.

Action
Get Contact Information

Retrieves information about a specific contact.

Action
Get Chat Information

Retrieves information about a specific chat.

Action
Change Chat Wallpaper

Changes the wallpaper for a specific chat.

Action
Leave Group Chat

Removes the user from a group chat.

Action
Create Group Chat

Creates a new group chat with selected contacts.

Action
Set Group Chat Topic

Sets or changes the topic of a group chat.

Action
Send Message to Group

Sends a message to a specified group chat.

Action
Remove Participant from Group

Removes a participant from a group chat.

Action
Add Participant to Group

Adds a participant to an existing group chat.

Action
Send Media Message

Sends a media message to a specified number.

Action
Send Text Message

Sends a text message to a specified number.

Action
Load more
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
New Contact Added

Triggers when a new contact is added.

Trigger
Message Status Changed

Triggers when a message status changes.

Trigger
New Media Received

Triggers when new media is received in a message.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Update Profile Information

Updates the user's profile information.

Action
Unmute Chat Notifications

Unmutes notifications for a specific chat.

Action
Mute Chat Notifications

Mutes notifications for a specific chat.

Action
Update Profile Picture

Updates the user's profile picture.

Action
Unblock Contact

Unblocks a previously blocked contact.

Action
Block Contact

Blocks a specific contact.

Action
Set Status Message

Sets the user's status message.

Action
Export Chat History

Exports the chat history to a file.

Action
Archive Chat

Archives a specific chat.

Action
Unarchive Chat

Unarchives a specific chat.

Action
Delete Message

Deletes a message from a chat.

Action
Mark Message as Unread

Marks a read message as unread.

Action
Mark Message as Read

Marks a received message as read.

Action
Get Contact Information

Retrieves information about a specific contact.

Action
Get Chat Information

Retrieves information about a specific chat.

Action
Change Chat Wallpaper

Changes the wallpaper for a specific chat.

Action
Leave Group Chat

Removes the user from a group chat.

Action
Create Group Chat

Creates a new group chat with selected contacts.

Action
Set Group Chat Topic

Sets or changes the topic of a group chat.

Action
Send Message to Group

Sends a message to a specified group chat.

Action
Remove Participant from Group

Removes a participant from a group chat.

Action
Add Participant to Group

Adds a participant to an existing group chat.

Action
Send Media Message

Sends a media message to a specified number.

Action
Send Text Message

Sends a text message to a specified number.

Action
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Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
New Contact Added

Triggers when a new contact is added.

Trigger
Message Status Changed

Triggers when a message status changes.

Trigger
New Media Received

Triggers when new media is received in a message.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Update Profile Information

Updates the user's profile information.

Action
Unmute Chat Notifications

Unmutes notifications for a specific chat.

Action
Mute Chat Notifications

Mutes notifications for a specific chat.

Action
Update Profile Picture

Updates the user's profile picture.

Action
Unblock Contact

Unblocks a previously blocked contact.

Action
Block Contact

Blocks a specific contact.

Action
Set Status Message

Sets the user's status message.

Action
Export Chat History

Exports the chat history to a file.

Action
Archive Chat

Archives a specific chat.

Action
Unarchive Chat

Unarchives a specific chat.

Action
Delete Message

Deletes a message from a chat.

Action
Mark Message as Unread

Marks a read message as unread.

Action
Mark Message as Read

Marks a received message as read.

Action
Get Contact Information

Retrieves information about a specific contact.

Action
Get Chat Information

Retrieves information about a specific chat.

Action
Change Chat Wallpaper

Changes the wallpaper for a specific chat.

Action
Leave Group Chat

Removes the user from a group chat.

Action
Create Group Chat

Creates a new group chat with selected contacts.

Action
Set Group Chat Topic

Sets or changes the topic of a group chat.

Action
Send Message to Group

Sends a message to a specified group chat.

Action
Remove Participant from Group

Removes a participant from a group chat.

Action
Add Participant to Group

Adds a participant to an existing group chat.

Action
Send Media Message

Sends a media message to a specified number.

Action
Send Text Message

Sends a text message to a specified number.

Action
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Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Lead Qualification WhatsApp Salesforce

Schedule a demo
Streamline lead qualification with AI-driven data extraction from WhatsApp to Salesforce, ensuring timely follow-ups and improved conversion rates.

New message on WhatsApp

AI analyzes message content, extracts lead information, scores based on predefined criteria and determines follow-up actions.

Automate WhatsApp Data Entry to Salesforce

Qualified leads and associated data are automatically entered into Salesforce, triggering sales follow-up workflows.

Streamline your CRM workflow by automatically transferring key customer details from WhatsApp messages directly into Salesforce, ensuring efficient and accurate data management.

Streamline WhatsApp-Salesforce Communication

Nanonets AI parses message content, identifies intent, extracts relevant data for CRM update or action initiation.

Streamline WhatsApp-Salesforce Communication

Create or update Salesforce records, trigger follow-up tasks, or send automated responses based on AI insights.

Automate customer communication by integrating WhatsApp with Salesforce, using AI to drive immediate CRM updates and responses.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

Explore how Nanonets AI integrates with Salesforce and Whatsapp

Nanonets AI extracts key information from WhatsApp messages, such as contact details and conversation context, for processing.

Extracted data is mapped to corresponding Salesforce fields, creating or updating records in the CRM instantly.

Automate WhatsApp Engagement in Salesforce

Seamlessly log WhatsApp communications in Salesforce CRM for real-time customer engagement tracking and improved sales strategies.

New WhatsApp message received

Nanonets AI parses message content, identifies sentiment and categorizes based on predefined criteria for CRM.

New message on WhatsApp
AI analyzes message content, extracts lead information, scores based on predefined criteria and determines follow-up actions.
Qualified leads and associated data are automatically entered into Salesforce, triggering sales follow-up workflows.
New WhatsApp Message
Nanonets AI extracts key information from WhatsApp messages, such as contact details and conversation context, for processing.
Extracted data is mapped to corresponding Salesforce fields, creating or updating records in the CRM instantly.
New WhatsApp message received
Nanonets AI parses message content, identifies sentiment and categorizes based on predefined criteria for CRM.
Create or update Salesforce records automatically, associating conversation details with relevant customer profiles.
Incoming WhatsApp Message
AI analyzes message sentiment, predicts needs, and crafts personalized support responses based on Salesforce CRM data.
AI analyzes message sentiment, predicts needs, and crafts personalized support responses based on Salesforce CRM data.
New message on WhatsApp
Nanonets AI parses message content, identifies intent, extracts relevant data for CRM update or action initiation.
Create or update Salesforce records, trigger follow-up tasks, or send automated responses based on AI insights.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Lead Qualification WhatsApp Salesforce

Schedule a demo
Streamline lead qualification with AI-driven data extraction from WhatsApp to Salesforce, ensuring timely follow-ups and improved conversion rates.

New message on WhatsApp

AI analyzes message content, extracts lead information, scores based on predefined criteria and determines follow-up actions.

Automate WhatsApp Data Entry to Salesforce

Qualified leads and associated data are automatically entered into Salesforce, triggering sales follow-up workflows.

Streamline your CRM workflow by automatically transferring key customer details from WhatsApp messages directly into Salesforce, ensuring efficient and accurate data management.

Streamline WhatsApp-Salesforce Communication

Nanonets AI parses message content, identifies intent, extracts relevant data for CRM update or action initiation.

Streamline WhatsApp-Salesforce Communication

Create or update Salesforce records, trigger follow-up tasks, or send automated responses based on AI insights.

Automate customer communication by integrating WhatsApp with Salesforce, using AI to drive immediate CRM updates and responses.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

Salesforce + Whatsapp: Nanonets Integrations

Nanonets AI extracts key information from WhatsApp messages, such as contact details and conversation context, for processing.

Extracted data is mapped to corresponding Salesforce fields, creating or updating records in the CRM instantly.

Automate WhatsApp Engagement in Salesforce

Seamlessly log WhatsApp communications in Salesforce CRM for real-time customer engagement tracking and improved sales strategies.

New WhatsApp message received

Nanonets AI parses message content, identifies sentiment and categorizes based on predefined criteria for CRM.

Salesforce

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

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Whatsapp

WhatsApp enhances communication by providing messaging, voice/video calls, and file sharing services with robust security.

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Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Lead Qualification WhatsApp Salesforce

Schedule a demo
Streamline lead qualification with AI-driven data extraction from WhatsApp to Salesforce, ensuring timely follow-ups and improved conversion rates.

New message on WhatsApp

AI analyzes message content, extracts lead information, scores based on predefined criteria and determines follow-up actions.

Automate WhatsApp Data Entry to Salesforce

Qualified leads and associated data are automatically entered into Salesforce, triggering sales follow-up workflows.

Streamline your CRM workflow by automatically transferring key customer details from WhatsApp messages directly into Salesforce, ensuring efficient and accurate data management.

Streamline WhatsApp-Salesforce Communication

Nanonets AI parses message content, identifies intent, extracts relevant data for CRM update or action initiation.

Streamline WhatsApp-Salesforce Communication

Create or update Salesforce records, trigger follow-up tasks, or send automated responses based on AI insights.

Automate customer communication by integrating WhatsApp with Salesforce, using AI to drive immediate CRM updates and responses.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

Salesforce + Whatsapp: Nanonets Integrations

Salesforce
Whatsapp
business use cases

Automate Lead Qualification WhatsApp Salesforce

Streamline lead qualification with AI-driven data extraction from WhatsApp to Salesforce, ensuring timely follow-ups and improved conversion rates.

New message on WhatsApp

AI analyzes message content, extracts lead information, scores based on predefined criteria and determines follow-up actions.

Automate WhatsApp Data Entry to Salesforce

Qualified leads and associated data are automatically entered into Salesforce, triggering sales follow-up workflows.

Streamline your CRM workflow by automatically transferring key customer details from WhatsApp messages directly into Salesforce, ensuring efficient and accurate data management.

ai integrations

New WhatsApp Message

Nanonets AI extracts key information from WhatsApp messages, such as contact details and conversation context, for processing.

Extracted data is mapped to corresponding Salesforce fields, creating or updating records in the CRM instantly.

Automate WhatsApp Engagement in Salesforce

Seamlessly log WhatsApp communications in Salesforce CRM for real-time customer engagement tracking and improved sales strategies.

New WhatsApp message received

Nanonets AI parses message content, identifies sentiment and categorizes based on predefined criteria for CRM.

uncover new possibilities

Contact us to enhance your workflows today

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