Salesforce WhatsApp Integration Guide

Automations work best when seamless integrations between tools are established, and Chatarmin offers you tailored solutions to centralize sales activities and add messaging channels as a means of communication.

What Is Salesforce in General?

Salesforce serves as the heart of data collection in companies with high sales activity.

Salesforce has built a strong international reputation over many years, and companies of various sizes and industries rely on its integration. WhatsApp integrations further optimize the many customer interaction capabilities already offered by this CRM.

Regardless of which messenger your company or customers prefer, all relevant data is stored in Salesforce as the "source of truth" and is automatically synced via the WhatsApp integration.

WhatsApp messages have become an established means of collaboration in the business world. Leads that barely respond to traditional emails can be reactivated using this popular messenger, increasing revenue with the help of this service.

What Can the Salesforce WhatsApp Integration Do?

The integration of WhatsApp into Salesforce gives you unique capabilities!

For years, your CRM has managed records by segmenting customers into:

Long-term, repeat customers with high revenue
Reliable customers with low to medium revenue
One-time or random customers
Cold or inactive leads

With WhatsApp, you can specifically reactivate these customers and bind them to your business, increasing the share of high-revenue customers handled by your sales team.

Through automated notifications, your team can reach customers faster and more directly. At the same time, traditional channels like email remain relevant—the right mix of WhatsApp, emails, and Salesforce makes the difference.

For detailed use cases, you’ll find more articles on the WhatsApp-Salesforce integration that make your CRM more efficient and profitable.

Which Companies Already Use the Salesforce WhatsApp Integration?

Not only major online businesses rely on WhatsApp as a communication channel.

If you see your CRM not just as storage software but as a tool to unlock the potential of old records, then WhatsApp—being the most popular messaging tool—should be part of your future communication strategy.

Your marketing puts a lot of effort into acquisition. New customers can choose between chat, WhatsApp, or email as their preferred communication method. Why not offer these modern communication paths for your target audience in your CRM?

Thanks to AI insights, communication problems can be identified early and processes optimized to make your business more efficient and customer-friendly.

Can Startups Use Salesforce and WhatsApp Together?

Using the WhatsApp integration in Salesforce right from the start for messaging and better workflow makes sense if your main focus is smooth communication with customers.

As a company focused on social media and online sales, we offer this integration as a budget-friendly package.

Benefits of Salesforce WhatsApp Integration from Chatarmin for Your Business

Minimize missed interactions – Customers often respond too late or not at all; WhatsApp enables direct and fast communication.
Optimize automated reminders – Traditional email reminders rarely lead to more sales; WhatsApp messages increase success rates.
WhatsApp Business API as a solution – Directly use the WhatsApp number from Salesforce for targeted customer outreach.
Combine email and WhatsApp – Send offers via email and follow up with personalized WhatsApp messages.
Direct customer contact – Customers can ask questions and receive quick answers without long wait times.
One-click purchase – With WhatsApp templates, customers can purchase products with just one click.
100% visibility – WhatsApp messages reliably reach customers and have higher open rates than emails.
Easy integration with Chatarmin – Chatarmin makes WhatsApp-Salesforce integration seamless and efficient for support, sales, and marketing.

Guide to Salesforce WhatsApp Integration with Chatarmin

Go to the Chatarmin-Salesforce-Connect page and click "Connect now".

That’s it! Salesforce is now connected with Chatarmin!

Use Cases After Successful Integration of Salesforce and WhatsApp

Salesforce Marketing Cloud

Through the Salesforce integration, Chatarmin syncs your WhatsApp contacts to Salesforce. This means your WhatsApp contacts in Chatarmin are enriched with full name, email, phone number, and other properties, while Salesforce remains your source of truth with opt-in info and more.

You can also use a Chatarmin flow to fill specific Salesforce contact fields.

This lets you know which contacts prefer email or WhatsApp as their communication method.

Salesforce Service Cloud

The Chatarmin-Salesforce integration also lets you reply to WhatsApp messages directly from your Salesforce Cloud. Your staff no longer need to switch between tools—they stay in Salesforce while using Chatarmin for WhatsApp marketing.

Why Synchronization Is So Important

Every company can track in its CRM how long lead response times usually take. Managing time more effectively by shortening communication paths is our solution for you.

This doesn’t mean abandoning other communication channels. WhatsApp should complement, not replace, existing workflows where it improves operations and customer experience.

Using WhatsApp only for marketing overlooks many of the messenger's benefits. With Einstein AI in Salesforce, automated WhatsApp messages can be used to convert leads faster and improve customer communication.

Create, Import, and Sync Leads

Your marketing generates new leads from various channels, and the integration of WhatsApp and Salesforce ensures that these leads are promptly available to your next teams to turn them into customers.

Chatarmin ensures transparency within the Journey Builder. Salesforce remains your tool for click-ready analysis and documentation as the source of truth.

If we create this integration for you, you can use it confidently, as we work exclusively in a GDPR-compliant manner. For more questions, feel free to contact our experts in messaging experiences.

Goal of This Workflow

Syncing Salesforce with our integration and interaction tools means:

Automatically updating lead and deal status
Automatically adding completed WhatsApp actions to leads or deals
Assigning participants to the appropriate contact or offer
Answering WhatsApp messages from the Service Cloud

Advance and Clarify Sales Funnel Deals with the WhatsApp Business API

Using the WhatsApp Business API with Salesforce mainly replaces SMS with WhatsApp messages. The WhatsApp Cloud API offers scalable, secure, and flexible communication, making customer interaction more efficient. Other traditional methods remain unaffected, as proven communication channels should not be abandoned.

WhatsApp messages aim to push a business deal forward—not fundamentally change the process.

Salesforce and seamless data sync let you record preferred offer or newsletter channels and use them according to customer preferences.

WhatsApp and Salesforce bring new revenue opportunities to your business. Connecting your WhatsApp Business API with Salesforce frees up staff time previously spent on tedious follow-ups.

Using WhatsApp Business and templates for automated reminder messages unleashes new energy for turning leads into customers.

Automated Workflows

We can’t create your WhatsApp templates for automated messages, but once added to our platform, they streamline your workflow.

Send offers
Accept offers
Marketing email campaigns
WhatsApp newsletter marketing campaigns
Marketing campaigns for reactivation

Revive Lost Deals and Close Them After All

Just like abandoned carts in online stores, cold leads and unanswered proposal emails can be reactivated using WhatsApp and Salesforce in your sales business.

Don’t overlook the opportunities that arise from messaging long-forgotten customers. A new point of contact might be all it takes to close the deal.

Reactivating inactive records in your CRM is easier than you think—these contacts entered your system because they were once interested in working with you.

Just like abandoned purchases, the reasons for failed deals vary. Not choosing the fastest communication method may be one reason.

WhatsApp allows you to filter and re-engage Salesforce data to bring attention back to your business. The chat feature also enables quick responses to deal-related questions.

Benefits of the WhatsApp-Salesforce Integration with Chatarmin

At Chatarmin, we enable smooth WhatsApp integration into Salesforce, allowing businesses to automate customer communication and streamline operations. Thanks to direct integration with Salesforce, customer data can be synced, leads managed, and personalized WhatsApp campaigns effectively executed.

Companies benefit from faster response times, higher open rates, and automated customer support that relieves both support and sales teams. With features like retargeting, post-purchase automation, and onboarding, Chatarmin helps improve customer retention and increase conversions.

Thanks to GDPR-compliant data storage, real-time synchronization, and the WhatsApp Business API, Chatarmin is the ideal solution for companies wanting to integrate WhatsApp as an effective communication and sales channel into Salesforce.

Check out our other WhatsApp Integrations:

WhatsApp Salesforce integration: how to do it