Connect WhatsApp Business to Salesforce for unified customer communication
Integrating WhatsApp with Salesforce allows your sales and support teams to communicate with customers on their preferred channel while keeping all conversations logged in Salesforce. This creates a complete customer timeline and enables automated workflows.
Key reasons to integrate these platforms
WhatsApp has 2+ billion users globally, making it the most popular messaging app
Customers expect businesses to be available on WhatsApp
Manual conversation tracking is error-prone and time-consuming
Automated responses improve response time and customer satisfaction
What you get when you connect Salesforce and WhatsApp
All WhatsApp messages appear in Salesforce contact records
Use Salesforce flows to trigger WhatsApp messages
Multiple team members can handle WhatsApp conversations
Track WhatsApp engagement in Salesforce reports
Step-by-step guide to connecting the platforms
Real scenarios where this integration drives results
Automatically send order status via WhatsApp when Salesforce opportunity updates
Send WhatsApp reminders before scheduled meetings from Salesforce
Initiate WhatsApp conversation when new lead enters Salesforce
Integration specifications
Connection Type
API (via AppExchange or middleware like Twilio, MessageBird)
Sync Frequency
Real-time
Data Flow
Bi-directional (send and receive)
Authentication
OAuth 2.0 for Salesforce, WhatsApp Business API token
Our WhatsApp CRM product adds intelligent automation to your Salesforce WhatsApp integration.
AI chatbot handles WhatsApp inquiries automatically
Smart routing to right Salesforce user
Automatic lead qualification via WhatsApp
Seamless sync to Salesforce records
Our AI products enhance this integration with intelligent automation.