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Your Ultimate Resource: A Comprehensive Guide to Salesforce WhatsApp Integration

In today’s fast-paced digital world, connecting with your customers in meaningful ways is more important than ever. That’s why businesses are constantly looking for innovative ways to communicate effectively. One such solution is integrating messaging apps like WhatsApp with customer relationship management (CRM) systems. With Salesforce – WhatsApp Web Integration, businesses can take their customer communication to the next level, making interactions smoother and engagement stronger.

Don’t Have a WhatsApp Business API? No Problem!

For businesses that don’t have access to the WhatsApp Business API, we offer solutions to connect WhatsApp on mobile with Salesforce. There are no setup costs or per message charges – just a flat monthly fee for using the WhatsApp Web API and Integration. This allows businesses to use their WhatsApp number to send and receive messages directly within Salesforce, making communication seamless and efficient.

How it Works:

The integration process is simple and user-friendly. Here’s a step-by-step overview of how it works:

  1. Login to scan QR code interface: Log in to the integration platform and navigate to the QR code interface.
  2. Open WhatsApp and scan QR code: Open WhatsApp on your mobile device and scan the QR code displayed on the integration platform.
  3. Connect with WhatsApp Web API: Once the QR code is scanned, your WhatsApp account will be connected to the integration platform via the WhatsApp Web API.
  4. You are all set! Now send/receive WhatsApp messages from Salesforce: With the integration complete, you can now seamlessly send and receive WhatsApp messages directly from Salesforce.

Key Features:

  • Multiple Agents: Run customer support on WhatsApp between multiple agents, ensuring efficient handling of inquiries and issues.
  • Automation: Set up workflows to send notifications to agents or customers based on updates to records.
  • Connect Multiple WhatsApp Numbers: Connect more WhatsApp numbers to send and receive messages from/to Salesforce.
  • Centralised Communication: View all messages against contacts in Salesforce, ensuring a centralised and organised communication system.
  • Salesforce Connection: Integrate WhatsApp messages seamlessly into Salesforce CRM, allowing for easy tracking and management.
  • Manage Contacts: Easily manage WhatsApp contacts, filter them, and more, directly within Salesforce.


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This comprehensive solution is available for a monthly fee of $149. This includes unlimited WhatsApp messaging for a single Salesforce installation. You can also connect up to 3 WhatsApp accounts, with additional numbers available for a small additional fee. Plus, enjoy multi-device WhatsApp connection for added flexibility.

Ready to transform your customer communication? Take advantage of Salesforce WhatsApp Web Integration and experience a new level of customer engagement. Contact us today to learn more!

Do You Need more information?

For any further information / query regarding Technology, please email us at
OR call us on +1 630 534 0220, Alternately you can request for information by filling up Contact Us

Arjav Shah

Arjav is a Salesforce Consultant with more than 2+ years of vast experience in the Salesforce ecosystem. He gains his experience in Sales, Marketing, Service & Commerce Cloud.

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