How to integrate whatsapp with salesforce


How to Integrate WhatsApp with Salesforce

  • Direct Approach. Your customers can communicate using the WhatsApp messaging app, and you can reply using just a Search console.
  • Integrate using API. Depending on your business, you can integrate WhatsApp using REST/SOAP APIs. …
  • Install from AppExchange. Integrating WhatsApp using AppExchange is the easiest way. …
  • Briefly, you can either. …
Go to and log in to your account.
  1. Navigate to Facebook Business Manager | Business Settings | Business Info. Find your Business Manager ID at the top of the page.
  2. Send an email to [email protected] with the subject “WhatsApp Number Setup.” Include the following information:


Table of Contents

Is it possible to integrate a WhatsApp Business account with Salesforce?

Is it possible to integrate a WhatsApp Business account with Salesforce in order to synchronize contacts and chats coming from the messaging application? The integration between WhatsApp and Salesforce was announced during the Spring Release in April 2019.

How to set up whatsapp number in Salesforce?

All you need to do is send an email to “[email protected]” and add the subject as “WhatsApp Number Setup.” Besides, that make sure you include the following information in the body of your message: 2. Accessing WhatsApp Now, you need to type “Messaging” in the search bar and select “Messaging Settings.”

How can companies communicate with customers through WhatsApp?

Each company can therefore communicate with its customers through WhatsApp only in two ways: 1) When the customer contacts the company directly: in this case the agents will be able to manage the request via the Service Cloud Console, with the possible integration of Einstein bots.

What can you do with WhatsApp as a business manager?

You have the freedom to send text messages, images, messaging templates, and PDFs using WhatsApp. You can use up to 250 phone numbers for WhatsApp on your Facebook business manager account, with WhatsApp approval.


How can I integrate WhatsApp with my CRM?

Add a free WhatsApp Chat Button on your siteChat Button.Add WhatsApp Superpower to your Zoho CRMZoho CRM.Drive more revenue on your online storeShopify.Send WhatsApp Notifications from PabblyPabbly Connect.Engage with your e-commerce buyersWoocommerce.Send WhatsApp Notifications from IntegromatIntegromat.More items…•

How do I create a WhatsApp template in Salesforce?

In Immediate Actions, click Add Action.In the Action Type menu, select Messaging Notifications.In the Action Name field, enter a name for the action.In the Messaging Template field, select a template.In the Channel field, select WhatsApp channel.

What is WhatsApp CRM?

amoCRM is a communication hub for all your valuable business conversations. Each potential customer gets their own full-featured profile where you can communicate with them using your favorite channels: phone, SMS, email or messengers like WhatsApp.

What apps integrate with WhatsApp?

Easy integrate WhatsApp and connect realtime online data sync with other services: Pipedrive, WebinarJam, GetResponse, Google Sheets, SMS or voice calls, messengers and many more.

Can we send WhatsApp message from Salesforce?

Salesforce to WhatsApp Integration is the new supported feature by Salesforce launched recently. Now you can have your customers communicate with your support agents using Whatsapp for Messaging and your agents can reply from their Salesforce Service Console.

How do I use a message template in Salesforce?

From Setup, in the Quick Find box, enter Messaging , and then select Messaging Templates. To create the En Route template, click New. In the Information area, enter the template name, developer name, and the message that the customer receives. Add the URL placeholder to your message.

Which CRM is best for WhatsApp?

Callbell is one of the best communication, support and sales tools, which makes it a great platform as a CRM for WhatsApp. Not only because the price is very low, but also because the platform is easy to use, intuitive and efficient.

How WhatsApp can be used for marketing?

WhatsApp marketing works as a sort of magic wand for your sales. The simple trick of adding a WhatsApp phone number on your website may result in a 27% more sales leads. It seems like the opportunity to reach a brand through any messaging app alone instills confidence in potential customers.

Does Zapier work with WhatsApp?

Sadly, there is no Zapier integration for WhatsApp. But you can use an app called WATI. Using Zapier and WATI, you can send WhatsApp messages to your contacts and customers automatically.

Is WhatsApp API free?

WhatsApp is introducing free cloud-based API services in a push to get more businesses using the app, Meta Platforms CEO Mark Zuckerberg announced at the company’s messaging event on Thursday.

Can WhatsApp be integrated?

Note: The WhatsApp integration is available on the Pro and Enterprise plans of Freshdesk. WhatsApp currently charges for both user and business-initiated messages. Conversation session: Charges will be per 24-hour conversation session, with different rates for business-initiated and user-initiated conversations.

How do I automate WhatsApp for business?

Considering you’ve already registered on the WhatsApp business, Here are the steps to enable auto-reply for WhatsApp Business App:Step 1- Go to Settings: … Step 2- Click on ‘Send Away Message’: … STEP 3- Edit Your Away Message: … STEP 4- Schedule Your Away Message: … STEP 5- Select the recipients:

What is CRM full form?

Customer relationship managementCustomer relationship management / Full nameCRM stands for Customer Relationship Management, and it’s a technology for managing and supporting customer relationships. CRM technology helps companies build and grow customer relationships across the entire customer lifecycle.

How does Zoho CRM integrate with WhatsApp?

Using the Google Chrome browser, install the “WhatsApp Web” tool as a Chrome extension. Launch the Zoho CRM tool on your computer and click the “WhatsApp Web” menu option. From “Configure Settings,” select the “Outgoing Messages” option to start sending WhatsApp messages from Zoho CRM.

How do I automate WhatsApp?

Step 1: Install pywhatkit. … Step 2: Send a message to a contact on WhatsApp. … Step 3: Send a message to a group on WhatsApp. … 5 Books To Help You Write Better Code. … 10 Python Automation Scripts for Everyday Problems. … 6 Frameworks You Should Not Learn (and What To Learn Instead) … 3 Best Books for Python.

Is Moodle a CRM?

Moodle Salesforce integration brings to you the best of both worlds, i.e. the CRM – LMS functionality. This blended platform maintains sales and customer relationship management seamlessly across the organization. The Moodle Salesforce integration is often referred to as ‘MoodleForce’ as well.

When will Salesforce integrate with WhatsApp?

How to Integrate Salesforce with WhatsApp Messenger. April 28, 2020 / in Salesforce / by Inspire Planner. Since the time WhatsApp has introduced the ability for the businesses to use it for connecting with their customers, more and more enterprises leverage WhatsApp for their proactive and reactive communications.

What is WhatsApp in Salesforce?

In an attempt to open up for business communications while not becoming a source of constant promotional content, WhatsApp allows two sorts of communications via Salesforce: Customer care interactions : This is where a customer will reach out to business via WhatsApp to get their needs/issues addressed.

What is WhatsApp used for?

Experts all around the world foresee WhatsApp to be used as the primary source of communication within the enterprise channel mix.

When will ValueText be released?

This functionality for field agents is expected to be released around June-July 2020. Credits: ValueText.

Can businesses send messages on WhatsApp?

Before reaching a stage where businesses can send communications on WhatsApp, the message templates have to be approved by WhatsApp. Businesses have to send an email with details of the Salesforce instance to be associated with WhatsApp, the messaging template they would like to use, their planned content, and languages to be used, etc.

Introduction to Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data. You can use the Salesforce CRM without any technical background as it is easy to set up and manage.

Introduction to WhatsApp

WhatsApp is ranked the world’s most popular Digital Engagement channel with over 2 billion active users worldwide. WhatsApp provides an opportunity to engage with customers in a very reliable way with the benefit of end-to-end encryption. You can leverage your engagement metric to the next level using WhatsApp.

Salesforce and WhatsApp customer service

Customer service is one of the important aspects to improve the sales and marketing of a product/service. When your customer enjoys the support you provide before and after their purchase, you are creating a way to retain customers and grow your business. There are a lot of customer service channels, but the number of users is limited.

Pre-requisites for Salesforce WhatsApp integration

In the Salesforce WhatsApp integration, the Salesforce requirements are given below.

Steps in Salesforce WhatsApp Integration

Step1: First you need to set up your WhatsApp account on Facebook Business Manager. For this, you must send an email to [email protected] with the subject “WhatsApp Number Setup”. The body of the mail should include the following information.

Considerations in Salesforce WhatsApp Integration

The following points should be noted while WhatsApp integration with Salesforce is performed.


This blog introduced you to Salesforce and WhatsApp. It also explained the role of Salesforce and WhatsApp in customer service discussed the various steps required in Salesforce WhatsApp integration. Moreover, this blog listed the considerations to understand when WhatsApp integration with Salesforce is planned.

Salesforce and WhatsApp Will Boost Customer Service

Salesforce took advantage of its Spring Release and announced that customers can now set up WhatsApp as another customer service channel. Now, agents can easily talk to customers over WhatsApp marketing guide. Before, WhatsApp integration customers could talk to Salesforce agents via email, Facebook Messenger, or live chat.

WhatsApp Salesforce Connector

You must be clear that the goal of this integration is to serve customers better and provide them with a channel when they need it. Thus, you won’t be able to deploy large-scale marketing automation tools campaigns or increase traffic from WhatsApp.

How to Connect WhatsApp to Salesforce?

Before you integrate WhatsApp with Salesforce, here are some parameters you will need to fulfill.

Customer Support Automation with Einstein Bots

Another exciting aspect of Salesforce WhatsApp integration is that it will offer Einstein bots for top WhatsApp marketing tools. As a result, brands will be able to automate messages on WhatsApp just like they do on Facebook Messenger or via standard text (SMS) messages.

1. Offer a direct channel of communication to customers

You can give an open channel like WhatsApp for customers to connect with your business directly. There you can have any number of service agents available to attend to those queries. Also, automate query resolution with an AI-powered WhatsApp bot.

2. Notify clients with pre-approved notifications

As a business, you can also initiate conversations with customers using WhatsApp’s pre-approved message notifications. As per WhatsApp notification guidelines, here is a list of permitted notifications published by Salesforce:

Is it possible to integrate a WhatsApp Business account with Salesforce in order to synchronize contacts and chats coming from the messaging application?

The integration between WhatsApp and Salesforce was announced during the Spring Release in April 2019.

How to add WhatsApp to Salesforce

To allow your customers to write to your Business via WhatsApp and respond from the Salesforce Service Console, you must first be a Salesforce customer. In addition, you need to meet some additional requirements:

The question is therefore: why are you looking for an integration between WhatsApp and Salesforce?

If you are looking for a way to integrate WhatsApp within its customer support channels, in addition to the channels already supported within your Salesforce account, then the integration described above meets your needs.


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