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Salesforce WhatsApp Integration

Connect your existing WhatsApp numbers to Salesforce in under 5 minutes. Every message synced to Leads and Contacts as Tasks — no Digital Engagement SKU required. Works with any Salesforce edition.
✓ Works with personal & business WhatsApp
✓ Unlimited WhatsApp numbers per workspace
✓ Native Salesforce panel & embedded chat
✓ Growing teams already connected
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Available on AppExchange
TimelinesAI SalesForce Integration
Growing
Teams Connected
2 min
Setup Time
∞
WhatsApp Numbers
$0
Digital Engagement SKU

Everything You Need to Manage WhatsApp in Salesforce

TimelinesAI connects your WhatsApp accounts to Salesforce — personal or business, unlimited numbers, fully automatic sync.
⚡

Real-Time Message Sync

Every WhatsApp message syncs to Salesforce as a Task on the matching Lead or Contact — within seconds. Text, images, documents, and voice notes — all captured automatically.

⟳

Auto-Create Leads & Deals

New WhatsApp conversations automatically create Leads or Contacts in Salesforce. Phone number matching prevents duplicates across objects.

∞

Unlimited WhatsApp Numbers

Connect every team member's WhatsApp — personal or business. All conversations flow into one Salesforce workspace with full visibility.

✉

Embedded Chat Panel

Chat with WhatsApp contacts directly inside Salesforce using the TimelinesAI Chrome Extension. Full conversation history on any Lead or Contact record — chat directly from any Salesforce record.

Connect WhatsApp to Salesforce in 3 Steps

No developers needed. Just scan a QR code and your messages start syncing.
1

Sign Up & Connect WhatsApp

Create a free TimelinesAI account and scan a QR code to link your WhatsApp — just like WhatsApp Web.

2

Connect Salesforce

Click "Connect" in the Integrations tab. Authorize via Salesforce OAuth — one click, done.

3

Messages Start Syncing

WhatsApp conversations automatically appear as Notes on Salesforce records. New Leads and Contacts get created based on your rules.

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Simple, Transparent Pricing

All plans include a 10-day free trial with full access. No credit card required.
Communicate
$25/user/mo
  • WhatsApp shared inbox
  • Unlimited WhatsApp numbers
  • Salesforce message sync
  • Basic automations
See All Plans
CRM + Automate
$40/user/mo
  • Everything in Communicate
  • Auto-create Leads & Contacts
  • Task logging on Leads/Contacts
  • Advanced workflow triggers
  • Embedded chat panel
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Enterprise
Custom
  • Everything in CRM + Automate
  • Dedicated account manager
  • Custom onboarding
  • SLA & priority support
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What Salesforce Users Say

★★★★★
"We needed WhatsApp in Salesforce but couldn't justify the Digital Engagement add-on at $75/user. TimelinesAI gave us full WhatsApp sync with Tasks, auto-created Leads, and embedded chat — for a fraction of the cost."
VP of Sales Operations
G2 Review
★★★★★
"Setup was incredibly fast — scan QR, authorize Salesforce, done. Our reps can now see and reply to WhatsApp messages directly inside Salesforce without switching apps."
Sales Manager
G2 Review
★★★★★
"We have 15 sales reps across 3 countries, each with their own WhatsApp number. TimelinesAI let us connect all of them to one Salesforce org. Every conversation is tracked, every lead is auto-created."
Head of Revenue Operations
Capterra Review

See It in Action

Watch how WhatsApp messages flow into Salesforce automatically.
🎬

Watch the Integration in Action

See how WhatsApp messages sync to Salesforce automatically.

▶ Watch on YouTube

Automation Workflows You Can Set Up

These aren’t theoretical integrations. They’re workflows our users run every day — backed by real usage data.

📩 Auto-Sync Messages → Salesforce Tasks

Every WhatsApp message is logged as a Task on the matching Salesforce Lead or Contact. Full conversation history — searchable, reportable, and visible in the activity timeline.

Real-time sync, no Digital Engagement SKU needed

👤 Auto-Create Leads & Contacts

New WhatsApp conversations automatically create Leads or Contacts in Salesforce. Phone number matching prevents duplicates. Works across all Salesforce editions.

Automatic record creation from WhatsApp

🔗 Works with Any Salesforce Edition

Unlike Salesforce's native WhatsApp (which requires Enterprise + Digital Engagement at $75/user/mo), TimelinesAI works with Essentials, Professional, Enterprise, and Unlimited editions.

No add-on SKU required

⚙️ Custom Object Mapping

Route WhatsApp conversations to the right Salesforce object automatically. Map messages to Leads, Contacts, Opportunities, Cases, or custom objects based on your rules.

Flexible sync to any Salesforce object

💬 Embedded Chat Inside Salesforce

Reply to WhatsApp messages directly from any Salesforce record. The TimelinesAI Chrome Extension panel opens right inside the CRM — no app switching needed.

Chat without leaving Salesforce

📤 Send WhatsApp from Salesforce

Initiate WhatsApp messages from any Lead or Contact in Salesforce. Use templates or free-text — replies sync back to the activity timeline automatically.

12K+ messages sent via integration
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Who Is This Integration For?

Whether you’re a solo founder or a 50-person sales team, if your customers are on WhatsApp and your CRM is Salesforce — this is for you.
🎯

Sales Cloud Teams

  • WhatsApp messages logged as Tasks on Leads and Contacts — visible in the Activity Timeline
  • Leads auto-created from new WhatsApp conversations — no manual data entry
  • Embedded chat panel lets reps respond from within Salesforce records
  • No Digital Engagement SKU needed — works on any Salesforce edition
🛡️

Service Cloud & Support Teams

  • WhatsApp support conversations tracked as Tasks — tie to Cases or Contacts
  • Shared inbox gives supervisors visibility across all WhatsApp numbers
  • Customer context (Opportunity stage, account info) visible while chatting
  • Full conversation history for compliance and audit trails
📊

Teams That Need Reporting

  • WhatsApp activity data lands in Salesforce — build reports and dashboards on it
  • Track response times, conversation volume, and rep performance
  • Data stays in your Salesforce org — no external dashboards to manage
  • Works with existing Salesforce reports, list views, and automation rules
🏢

Multi-Number Enterprise Teams

  • Connect unlimited WhatsApp numbers — regional teams, departments, or brands
  • Each rep uses their own number, all conversations sync to one Salesforce org
  • No Meta Business Verification or template approvals — connect in 2 minutes
  • Works alongside Salesforce's native channels — not a replacement, an addition

Frequently Asked Questions

How quickly can I set up the WhatsApp–Salesforce integration?
Most teams are fully connected in under 5 minutes. You sign up for TimelinesAI, scan a QR code (like WhatsApp Web), click 'Connect' in the Salesforce integration tab, and authorize via OAuth. Messages start syncing immediately.
Does this work with my existing WhatsApp number?
Yes. TimelinesAI works with your current WhatsApp numbers — personal or business. No need to create a new number, port an existing one, or set up a separate WhatsApp Business API account.
Can I connect multiple WhatsApp numbers?
Absolutely. Connect as many WhatsApp numbers as your team needs — there's no limit. Each team member can connect their own number, and all conversations flow into one shared Salesforce workspace.
Will existing Salesforce contacts auto-match?
Yes. TimelinesAI matches incoming WhatsApp messages to existing Salesforce Leads and Contacts by phone number. If there's a match, the message gets logged as a Task on the right record. If not, a new Lead or Contact is created automatically based on your settings.
Can I send WhatsApp messages from Salesforce?
Yes. Use the embedded chat panel (Chrome Extension) to send messages directly from Lead or Contact views in Salesforce. You can send free-text messages or use templates — replies sync back automatically.
Can I route messages to different Salesforce objects?
Yes. With custom sync destinations, you can route WhatsApp conversations to Leads, Contacts, Opportunities, Cases, or custom objects. Configure which Salesforce objects receive WhatsApp data based on your rules.
Which Salesforce editions does this work with?
TimelinesAI works with all Salesforce editions — Essentials, Professional, Enterprise, and Unlimited. No Digital Engagement add-on needed. The integration connects via Salesforce's standard OAuth.
How is this different from Salesforce's native WhatsApp integration?
Salesforce's native WhatsApp requires the Digital Engagement add-on SKU ($75/user/mo), available only on Enterprise+ editions. It also requires WhatsApp Business API setup — a new business number, Meta verification, and template approvals. TimelinesAI works with your existing WhatsApp numbers on any Salesforce edition. Scan a QR code and you're connected in minutes.
Can I use the embedded chat view inside Salesforce?
Yes. The TimelinesAI Chrome Extension adds a WhatsApp chat panel directly inside Salesforce record pages. See full conversation history and reply to messages without leaving Salesforce — on any Lead, Contact, or Opportunity record.
How much does it cost?
Plans start at $25/user/month for message sync and shared inbox. The CRM + Automate plan at $40/user/month adds auto-creation of Deals and Leads, Custom Actions, and the embedded chat panel. All plans include a free 10-day trial — no credit card required.
Is my data secure?
Yes. TimelinesAI uses end-to-end encryption for message transfer, stores data in secure EU/US data centers, and is fully GDPR-compliant. Your WhatsApp messages are synced directly to your Salesforce account — we don't store message content permanently on our servers.

Two Ways to Integrate WhatsApp with Salesforce

There are two main approaches to connecting WhatsApp with Salesforce. Each serves different needs:

1. Salesforce's Native WhatsApp Channel — Uses the WhatsApp Business API through the Digital Engagement add-on ($75/user/month), available only on Enterprise, Performance, and Unlimited editions. Requires registering a new business number, Meta Business verification, and template approvals. Best for large enterprises that need official API features like message templates and broadcast messaging.

2. TimelinesAI WhatsApp Integration — Works with your existing WhatsApp numbers (personal or business). Connect via QR code in under 2 minutes — no API setup, no new number needed. Best for teams that already use WhatsApp on their phones and want to sync those conversations into Salesforce automatically.

What Does the TimelinesAI Salesforce Integration Do?

TimelinesAI provides a two-way sync between WhatsApp and Salesforce. Here's what gets connected:

  • Messages → Tasks: Every WhatsApp message (sent and received) is logged as a Task on the matching Lead or Contact in Salesforce.
  • New contacts → Leads/Contacts: When someone messages you on WhatsApp and doesn't exist in Salesforce, a new Lead or Contact is created automatically.
  • Custom object mapping: Route messages to Leads, Contacts, Opportunities, Cases, or custom objects based on your rules.
  • Embedded chat: Reply to WhatsApp messages directly from Salesforce record pages via the Chrome Extension.
  • Group chat sync: Optionally sync WhatsApp group conversations to Salesforce.

Related Integrations

TimelinesAI also offers WhatsApp integration for other CRMs: HubSpot WhatsApp Integration, Pipedrive WhatsApp Integration, Zoho CRM WhatsApp Integration, and Monday.com WhatsApp Integration. If your team uses a WhatsApp shared inbox, that's included in every plan.

Looking for a different CRM? See all WhatsApp CRM integrations →

Ready to Connect WhatsApp to Salesforce?

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