Connect Salesforce to WhatsApp Business
Automate workflows between Salesforce and WhatsApp Business. No coding required.
What you can automate between Salesforce and WhatsApp Business
Send message when new contact created
Post a message to a channel automatically when a new contact is added to your crm.
- Trigger
- New contact created in Salesforce
- Action
- Send message in WhatsApp Business
Create contact when new message received
Add a new contact to your CRM automatically when a new message arrives in a channel.
- Trigger
- New message received in WhatsApp Business
- Action
- Create contact in Salesforce
Sync Salesforce changes to WhatsApp Business
Keep WhatsApp Business updated when a new deal or opportunity is created.
- Trigger
- New deal created in Salesforce
- Action
- Send direct message in WhatsApp Business
Get WhatsApp Business alerts for Salesforce
Never miss important Salesforce updates with instant WhatsApp Business notifications.
- Trigger
- New contact created in Salesforce
- Action
- Send message in WhatsApp Business
What syncs between Salesforce and WhatsApp Business
CRM events — new deals, stage changes, won/lost updates — post notifications to WhatsApp Business so your team stays informed without checking the CRM.
From Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
To WhatsApp Business
- Messages
- Channel posts
- Mentions
- Thread replies
- File attachments
How to connect Salesforce to WhatsApp Business
What you'll need
- An active Salesforce account with API access enabled
- An active WhatsApp Business account with permission to install apps
- A free Arahi AI account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
Create your Arahi AI account
Sign up at app.arahi.ai — it takes 30 seconds and starts a 7-day free trial.
Authenticate Salesforce
Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
Authenticate WhatsApp Business
Grant Arahi permission to read and post messages in your selected channels. You control which channels the integration can access.
Choose your trigger
Select the event that starts your workflow. Popular triggers include: new contact created in salesforce or new message received in whatsapp business.
Configure the action
Define what happens when the trigger fires — for example, send message in whatsapp business. Map the data fields between Salesforce and WhatsApp Business.
Test and activate
Run a test to confirm data flows correctly between Salesforce and WhatsApp Business, then toggle the workflow on. It runs 24/7 with automatic retries and error monitoring.
Why connect Salesforce and WhatsApp Business?
Your sales pipeline moves fast. When Salesforce deal changes hit WhatsApp Business in real-time, reps stay informed, managers can coach, and no opportunity slips through the cracks.
- Notify WhatsApp Business channels when Salesforce deals close, move stages, or need attention
- Give your WhatsApp Business-first team real-time visibility into Salesforce pipeline changes
- Log important WhatsApp Business conversations against Salesforce contact records
- Alert sales reps via WhatsApp Business when Salesforce leads take high-intent actions
Tips for your Salesforce + WhatsApp Business integration
- Map your custom fields during setup so data lands in the right place
- Use channel-specific triggers to avoid notification overload
- Use deal stage changes as triggers for the most impactful automations
- Filter by keywords or senders to only sync messages that matter
Who uses the Salesforce + WhatsApp Business integration?
- Sales reps tracking deal progress who rely on WhatsApp Business for communication
- Remote teams who need real-time data from Salesforce
- Sales teams and remote teams collaborating across tools
Frequently asked questions
- How do I connect Salesforce to WhatsApp Business?
- Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both Salesforce and WhatsApp Business via OAuth. Choose a workflow template — like syncing crm events to communication actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
- What can I automate between Salesforce and WhatsApp Business?
- Popular automations include: post Salesforce deal-won celebrations to WhatsApp Business, alert WhatsApp Business when Salesforce deals stall, notify WhatsApp Business channels on new Salesforce lead assignments, and share weekly Salesforce pipeline summaries in WhatsApp Business. Filters let you target specific deal stages or values.
- Is the Salesforce and WhatsApp Business integration free?
- Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your Salesforce-to-WhatsApp Business workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
- Is my Salesforce data secure when connected to WhatsApp Business?
- Yes. Arahi uses OAuth 2.0 for authentication — we never store your Salesforce or WhatsApp Business passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
- Can I sync data both ways between Salesforce and WhatsApp Business?
- Yes. You can set up workflows that trigger from either Salesforce or WhatsApp Business. For example, create a workflow where Salesforce events update WhatsApp Business, and a separate one where WhatsApp Business changes sync back to Salesforce. Each direction is configured independently so you have full control.
- Do I need technical skills to connect Salesforce and WhatsApp Business?
- No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use Salesforce and WhatsApp Business, you can set up the integration. Most users are running their first workflow within 10 minutes.