Introduction to Avochato for Salesforce
An introduction to Avochato Salesforce Sales/Service/Market Clouds, as well as steps to get started.
Avochato Integrations for Salesforce
Salesforce is a leading platform for managing business operations, and Avochato adds two-way conversational messaging to the contacts, leads, and accounts already stored there. Together, they bring business data and customer dialogue into a single workflow.
What is Avochato?
Avochato is a messaging platform that supports two-way conversations across the channels your customers and employees prefer. It functions as a shared messaging inbox for SMS, MMS, WhatsApp, live chat and RCS.
Sales Cloud
Sales Cloud tracks every deal and touchpoint, but outreach is often limited to email, social, and calls. Avochato adds messaging as a channel, with response times typically measured in minutes rather than days.
Your team can work from a shared messaging inbox without leaving Salesforce. The My Inbox view surfaces conversations assigned to you, while All Messages provides filtering to locate specific threads.
Conversations also appear directly within Salesforce record pages, including Contacts, Leads, Opportunities, Accounts, and any custom object with a phone field.
Additional options include:
- Surveys, which automatically save responses and sync them to custom fields in Salesforce.
- Campaigns, which maintain ongoing messaging sequences with prospects and existing customers.
The utility bar provides quick access to your messaging inbox so you can continue conversations in real time.
Service Cloud
For support teams, Avochato can automatically generate Salesforce Case records whenever a message arrives in a designated inbox.
Agents continue the conversation within the Case itself. When the Case is closed, a transcript is saved to the record as a Task activity for reporting and analysis.
Marketing Cloud
Avochato for Marketing Cloud allows you to send personalized messages through Marketing Cloud and continue the resulting conversations wherever your team works: the Avochato shared inbox, an embedded conversation view on the Lead or Contact record in Salesforce, or Slack.
Used together, Sales, Service, and Marketing Cloud can hand off conversations to the appropriate representative at the appropriate time, on the customer's preferred channel.
Getting started
Avochato for Salesforce
Avochato for Salesforce is available on the AppExchange. Our setup guide walks through configuration, which takes approximately 20 minutes. Installing on a Production Org starts a 14-day trial. Installing on a Sandbox allows you to test the integration for as long as your Avochato account remains active.
Avochato for Marketing Cloud
To add two-way messaging to your Marketing Cloud Journeys, see the Avochato for Marketing Cloud quickstart guide.
Avochato for Chrome
The Avochato for Chrome extension provides a lightweight side panel for messaging across the web and within Salesforce. See the setup guide for installation details.