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Connect WhatsApp Business to Salesforce

Move data between WhatsApp Business and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

WhatsApp Business triggers
0
WhatsApp Business actions
3
Salesforce triggers
9
Salesforce actions
27

Automation ideas

What you can build with WhatsApp Business and Salesforce

A few flows teams run between WhatsApp Business and Salesforce. Use one as a starting point, or build your own from scratch.

  • New Case Attachment in Salesforce creates Send Message in WhatsApp Business

    Fires when a new Attachment or File is added to any Case record.

  • New Case Attachment in Salesforce creates Send Media in WhatsApp Business

    Fires when a new Attachment or File is added to any Case record.

  • New Case Attachment in Salesforce creates Send Template Message in WhatsApp Business

    Fires when a new Attachment or File is added to any Case record.

  • New Contact in Salesforce creates Send Message in WhatsApp Business

    Fires when a new Contact record is created in Salesforce.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in WhatsApp Business and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.