WhatsApp Business
Salesforce

WhatsApp Business and Salesforce Integration

Connecting WhatsApp Business with Salesforce helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between WhatsApp Business and Salesforce, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New Message Sent
Emit new event when a new message is sent or received
Upsert Record
Create or update a record of a given object. See the documentation
Update Opportunity
Updates an opportunity. See the documentation
Update Record
Update fields of a record. See the documentation
Search Object Records
Searches for records in an object using a parameterized search. See the documentation
Update Account
Updates a Salesforce account. See the documentation
Update Contact
Updates a contact. See the documentation
Insert Blob Data
Inserts blob data in Salesforce standard objects. See the documentation
SOSL Search
Executes a Salesforce Object Search Language (SOSL) text-based search query.
SOQL Query
Executes a Salesforce Object Query Language (SOQL) query-based, SQL-like search.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with WhatsApp Business and Salesforce?

By linking WhatsApp Business with Salesforce, Ayudo makes everyday work smoother so updates to whatsapp messages immediately inform leads. Field mapping, conditional rules, and two way options help you control how data flows and who is notified. That means fewer gaps, quicker handoffs, and a shared source of truth for daily operations. For example, Generate Salesforce leads from WhatsApp WhatsApp updates for Salesforce changes

Connect
WhatsApp Business
and
Salesforce
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use WhatsApp Business with Salesforce?

A straightforward win is Create Salesforce contacts from WhatsApp. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event when a new message is sent or received and then perform Create User in Salesforce?

Yes, you can set up a workflow so that when trigger new event when a new message is sent or received, Ayudo carries out Create User in Salesforce. You control filters and field mappings so only the right events trigger the action.

Can we start from Salesforce and drive Send Text Message in WhatsApp Business?

Absolutely. When trigger new event when a record of the selected object type is created. See the documentation, Ayudo can run Send Text Message in WhatsApp Business so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Can we control which fields sync between WhatsApp Business and Salesforce?

Yes, you can pick the exact fields to move, set conditions, and choose one way or two way sync. You can also add filters by status or tags and decide who gets notified when changes happen.

What problems does connecting WhatsApp Business and Salesforce actually solve?

It creates one connected workflow instead of separate silos which means fewer delays and cleaner reporting. Ayudo keeps information consistent across tools so decisions are made with confidence.

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