Salesforce + WhatsApp Integration
Enterprise Salesforce sync for Lead, Contact, and Opportunity objects — conversation logging, stage-based automation, and Service Cloud handoff patterns.
Salesforce integration via OAuth for teams on Sales Cloud and Service Cloud. WhatsApp interactions create Leads or attach to existing Contacts; Opportunities trigger nurture sequences.
Supports custom objects and field mapping for regulated industries. Message logging respects Salesforce activity timeline conventions. Multi-agent inbox routes to queues mapped to Salesforce assignment rules.
Implementation typically includes sandbox testing, profile permissions review, and compliance sign-off for financial services deployments.
How It Works
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1
Connect Salesforce orgOAuth via Connected App — sandbox first, then production promote.
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2
Map objects & fieldsLead/Contact/Opportunity field mapping for chatbot capture and logging.
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3
Define automation rulesOpportunity stage changes trigger template sequences; replies create Tasks or Cases.
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4
UAT with sales opsTest lead creation, logging, and stage triggers with real phone numbers in sandbox.