WhatsApp Business
+
Salesforce
WhatsApp Business + Salesforce Integration
Capture WhatsApp conversations in Salesforce, route leads, and run follow-up automation—built for WhatsApp CRM automation and Salesforce integration.
What You Can Automate
- Create/update Salesforce Leads or Contacts from WhatsApp conversations
- Log WhatsApp messages to Salesforce activity/timeline records
- Assign owner and trigger lead routing automation for inbound WhatsApp leads
- Run sales follow up automation with tasks, reminders, and tracked outcomes
- Update lead status / opportunity stage based on replies or outcomes
- Enforce opt-in / opt-out WhatsApp rules (Do-Not-Contact handling)
Top Workflows
- New WhatsApp inbound message → create/update Lead/Contact in Salesforce → lead captured instantly
- Lead created/qualified → assign owner + create task → accountability established
- No reply after X days → create follow-up task → prevents missed follow-up gaps
- Lead replies with intent → update status/stage + notify owner → faster conversion to meeting
- Opt-out keyword/status → set Do-Not-Contact in Salesforce → compliance enforced automatically
- Duplicate detected → match/update existing record → clean CRM and no double-touch
Data Mapping
- WhatsApp number ↔ Salesforce phone field (primary identifier)
- Contact/lead details ↔ Salesforce fields
- Message events ↔ Salesforce Activities/Tasks (timestamp, channel, outcome)
- Owner ↔ Salesforce owner assignment
- Engagement status ↔ Salesforce status fields (Active / Do-Not-Contact / Not Interested)
FAQ
Can Salesforce log WhatsApp messages automatically?
Yes—WhatsApp messages can be logged as activities so the CRM reflects real execution.
How do you prevent spammy WhatsApp follow-ups?
By using cadence rules, stopping rules, and opt-out enforcement inside Salesforce.
Do I need WhatsApp Business API?
For scalable automation and CRM logging, teams typically use WhatsApp Business API.