Two-way chat on records
Send and receive WhatsApp messages from leads, contacts, accounts and cases, with the full history on the record.
💬 WhatsApp + Salesforce
Salesforce WhatsApp integration that your team actually uses
Your customers already answer WhatsApp faster than email. We connect the WhatsApp Business Platform to Salesforce, so reps chat from the lead, contact or case, every message is logged on the record, and Flow sends approved templates for reminders, follow-ups and order updates.
Integration
Salesforce WhatsApp Integration
A good fit for
- Sales teams following up leads on WhatsApp
- Support teams handling cases over chat
- Businesses in markets where customers prefer WhatsApp
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we set up
Automated templates from Flow
Approved WhatsApp templates for appointment reminders, follow-ups, payment links and order updates, sent by Flow.
New leads from WhatsApp
Inbound chats from new numbers create or match leads automatically and route to the right owner.
Service Cloud messaging
WhatsApp as a channel in Service Cloud, with routing, queues and case creation.
WhatsApp Business Platform setup
Meta business verification, phone number registration, template approval and secure API connection.
Reports and opt-in tracking
Dashboards for response times and conversions, plus opt-in records so you only message people who agreed.
💵 Pricing
Clear pricing, agreed before we start
Setup review
Free 30-minute call
We look at your Salesforce edition, WhatsApp number and goals, then recommend native Salesforce messaging, an AppExchange app or a custom build.
Standard integration
Fixed quote after the call
Two-way chat on records, logging, one or two automated templates and training. Most projects take one to two weeks.
Custom build & support
From $40 per hour
Custom Apex and LWC chat components, bulk messaging rules, chatbots and ongoing support.
🗺️ How we work
Plan, build, then stay with you
Every WhatsApp and Salesforce project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
WhatsApp and Salesforce connected to the rest of your tools
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Experience Cloud
- Meta WhatsApp Cloud API
- AppExchange WhatsApp apps
🧭 Related
You may also need
💬 FAQ
WhatsApp and Salesforce questions, answered
Something else on your mind? Ask us on a free call.
Yes. Once WhatsApp is connected, Flow can send approved template messages when a record changes, for example a booking reminder or an order update.
For Salesforce you need the WhatsApp Business Platform (the API), not the phone app. We help with Meta business verification, the phone number and template approval.
It depends on your edition and budget. Service Cloud has native WhatsApp messaging; AppExchange apps are quick for sales teams; a custom integration suits special workflows. We recommend the simplest option that fits.
Meta charges for some business-initiated messages, and prices vary by country and message type. Replies within the customer service window are usually free. We set up your templates to keep costs predictable.
Yes. Every inbound and outbound message is logged on the matching record, so anyone on the team can see the conversation history.