Integrating Salesforce Sales Cloud with The LeapXpert Communications Platform: Manage Clients, Employees and Client Conversations at Scale

Chosen by over 150,000 customers worldwide, Salesforce is the leading CRM platform across various industries, often acting as the single source of truth for clients, deals, opportunities and more.  

Indeed, some of our largest customers in financial services, legal, and public sector use Salesforce to manage customer and business data and workflows. As Salesforce customers, they were looking for an efficient way to synchronize and automate communication data with customer information for business efficiency and strict governance purposes. 

Today we’re pleased to share that we have developed and launched a seamless integration between The LeapXpert Communications Platform and Salesforce Sales Cloud.  

By seamlessly syncing customer information to and from Salesforce, we offer a solution that not only eliminates manual data entry and potential errors but enables granular customer and user management across different business units within the Salesforce system. 

Streamlined Client Conversations 

With this integration, customer information saved in Salesforce is automatically synchronized with the LeapXpert platform. Conversely, any changes to phone numbers or new contacts added on the LeapXpert side are reflected in Salesforce Sales Cloud, ensuring that the CRM system remains the single source of truth.  

For example, when an enterprise employee receives a WhatsApp message saying that a client has changed his mobile number, he quickly updates the client’s new number in the Leap Work app on his personal device. This new number is then automatically synced with Salesforce, avoiding the need for manual data entry of the same information in two different systems.  

Segregated Client Information and Easy User Management 

Large enterprises have multiple business units operating in various regions. Often, each business unit creates and manages its own customer information in Salesforce (or other CRMs). In financial services, potential conflict of interests may arise between different business units and therefore, customers cannot have a unique, identifiable profile shared across business units. Instead, segregated profiles are created and maintained — one per BU.  

With the LeapXpert integration and seamless synchronization, business units can easily manage their customer profiles from Salesforce, while making sure customer details are always updated on their employee’s devices and not identified between BUs. 

Managing employees and Salesforce users is also easier for enterprises. Updating an employee’s phone number on Salesforce is automatically synced with the LeapXpert platform. When an employee leaves the company, an event is sent from Salesforce to our platform, ensuring all past client conversations of the departing employee are automatically archived, thus preventing data loss risks. 

The integration between Salesforce Sales Cloud and The LeapXpert Communications Platform is not just about syncing data; it’s about empowering businesses to manage customers, employees, and client conversations from one single source of truth. 

As enabling, capturing and managing client conversations is a next natural extension to any CRM system, this integration aligns with our vision of going well beyond compliance and governance by seamlessly integrating modern communication channels with critical enterprise systems.  

Salesforce, being a pivotal CRM/Sales enterprise system, represents a major building block in achieving this vision, enabling more efficient and comprehensive business operations.