CRM INTEGRATION
WhatsApp Integration with Salesforce
Connect Salesforce with WhatsApp to manage leads, sync customer conversations, and automate sales workflows directly from your Salesforce dashboard.
Connect Salesforce — Start Free TrialWhat You Can Do with WhatsApp + Salesforce
1
Lead capture and assignment via WhatsApp
2
Opportunity-based WhatsApp notifications
3
Customer case management integration
4
Campaign response tracking
5
Automated lead scoring sync
Benefits of Integrating WhatsApp with Salesforce
Enterprise-grade CRM integration
Automated lead routing and assignment
Full conversation history in Salesforce
Better sales forecasting with WhatsApp data
How to Connect WhatsApp with Salesforce
1
Sign Up
Create your NOVI account and choose a plan
2
Connect Salesforce
Link your Salesforce account through the integrations dashboard
3
Configure
Set up data mapping, triggers, and automation rules
4
Go Live
Start automating WhatsApp messages based on events
Frequently Asked Questions
More WhatsApp Integrations
Connect WhatsApp with Salesforce Today
Start automating your crm workflows with WhatsApp. Get started with NOVI.