Sync your Salesforce CRM with WhatsApp to capture leads, export conversations to Salesforce records, and target broadcasts from Salesforce segments.
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What you get with WhatsApp CRM for Salesforce
Automatically sync WhatsApp contacts with Salesforce Leads, Contacts, and Accounts objects. Map custom fields and maintain data integrity across both platforms.
Export WhatsApp conversations directly into Salesforce Cases or Activity records. Every chat interaction is preserved as a timestamped record in your Salesforce org.
Build broadcast lists using SOQL queries against your Salesforce data. Target contacts by lead score, opportunity stage, account type, or any custom field.
Automatically create Salesforce Leads from new WhatsApp conversations. Qualify leads via chat and convert them to Opportunities with pre-filled data.
Simple setup process - connect in minutes
Benefits for your Salesforce workflow
Eliminate manual data entry between WhatsApp and Salesforce
Enrich Salesforce records with WhatsApp conversation context
Accelerate lead qualification with WhatsApp-to-Salesforce automation
Leverage Salesforce reports and dashboards for WhatsApp campaign analytics
Maintain a single source of truth for customer interactions across channels
Common ways to use WhatsApp CRM with Salesforce
Auto-create Salesforce Leads from inbound WhatsApp messages and qualify them through conversational flows
Log WhatsApp support conversations as Salesforce Cases with full chat transcripts attached
Send targeted WhatsApp broadcasts to Salesforce segments based on opportunity stage or lead score
Sync Salesforce Campaign members to WhatsApp broadcast lists for event reminders and follow-ups
Trigger WhatsApp notifications from Salesforce Process Builder or Flow when deal stages change
Common questions about Salesforce integration
The integration supports Salesforce Professional, Enterprise, Unlimited, and Developer editions. API access is required, which is included in Enterprise and above. Professional edition users need the API add-on.
Yes, you can map WhatsApp data to any standard or custom Salesforce object. Custom fields, picklist values, and lookup relationships are fully supported in the field mapping configuration.
The integration uses Salesforce duplicate rules and matching rules to detect existing records. You can configure whether to merge, skip, or create new records when duplicates are found based on phone number, email, or custom identifiers.
Yes, you can connect to both Salesforce production and sandbox environments. We recommend testing the integration in a sandbox org first before deploying to production.
WhatsApp CRM works with many platforms
Sync your Salesforce contacts and conversations with WhatsApp CRM