Why It Matters
If your team handles WhatsApp chats outside of Salesforce, you lose tracking, reporting, and automation. Integration puts messages in context—right next to the lead, opportunity, or case.
One View for Conversations and CRM Data
Agents and reps can chat with customers on WhatsApp directly inside Salesforce. No toggling between tools. Just full visibility into history, context, and next steps.
Trigger, Track, and Automate Messaging
Send updates based on CRM events. Trigger drip campaigns. Auto-assign messages to queues. Keep it personal, but scalable.
Existing Solutions and APIs
WhatsApp Business API (typically via providers like Twilio, 360dialog, or Vonage) enables secure messaging, templates, session logic, and media handling. Salesforce integrates via Flow, Apex, Named Credentials, and Platform Events.
AppExchange has some connectors, but they often lack flexibility—especially when you want to tie messages to custom logic or user journeys.
Custom or Off-the-Shelf? We Handle Both
At Success Craft, we build WhatsApp + Salesforce integrations that fit how your teams work.
Want to send WhatsApp reminders based on Opportunity stage or custom fields? Easy.
Need to track message sentiment or NPS through custom WhatsApp flows? Done.
Want to link inbound messages to existing Contacts, even across orgs or workspaces? We’ve built it.
From conversational flows to real-time support sync—we tailor everything.
Proven Results with WhatsApp and Salesforce
Case Study 1: Appointment Reminders for Clinics
A medical network needed to reduce missed appointments. We built a WhatsApp flow triggered by Salesforce calendar events with automated confirmation and reschedule links.
Outcome: 62% drop in no-shows, better scheduling control, and improved patient satisfaction.
Case Study 2: Order Updates for Retail Logistics
An e-commerce logistics company used WhatsApp to update customers on order status. We integrated Salesforce orders and fulfillment data with templated outbound WhatsApp messaging.
Outcome: 85% reduction in WISMO (“where is my order”) inquiries and faster delivery resolutions.
Case Study 3: B2B Lead Engagement via WhatsApp
A tech distributor needed to follow up on high-value leads faster. We integrated WhatsApp messaging into Salesforce lead records, with auto-triggers based on lead score and source.
Outcome: 3x faster lead engagement, higher qualification rate, and improved conversion tracking.
Let’s Bring Messaging into CRM
Success Craft builds WhatsApp + Salesforce integrations that turn chat into data, and data into action. From support to sales—we help teams scale with clarity. Let’s connect.
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Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
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