Connect Salesforce CRM + WhatsApp with no-code integration in a few clicks

Integrate Salesforce CRM to WhatsApp easy, secure and without limits using visual builder and powerful API connectors

Looking for Salesforce CRM and WhatsApp integration service?

Using Onlizer you can connect Salesforce CRM with WhatsApp, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Salesforce CRM + WhatsApp

Onlizer provides you with all required tools to setup connection and send info between Salesforce CRM and WhatsApp automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Salesforce CRM and WhatsApp accounts

2

Integrate

Customize your Salesforce CRM to WhatsApp integration

3

Launch

Run automation Salesforce CRM + WhatsApp online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Notify for Salesforce CRM

Track important events in Salesforce CRM and send them to WhatsApp

Setup send and receive notifications for events in Salesforce CRM to WhatsApp in a few minutes.
Integrate WhatsApp to receive messages, send notifications and reminders, share reports and files, and enable automatic content posting into groups and chats.

  • Send notification to WhatsApp when Account updated in Salesforce CRM
  • Send notification to WhatsApp when Object created in Salesforce CRM
  • Send notification to WhatsApp when Object updated in Salesforce CRM
Create notification for Salesforce CRM
Learn more about Notify
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Chats for Salesforce CRM

Talk to your customers from Salesforce CRM and close deals faster via WhatsApp

Onlizer Chats connects your Salesforce CRM to WhatsApp and other messengers to send and receive messages, sync chats, add contacts and deals on the fly, schedule tasks and track activities.

Onlizer Chats messages sync

Close your deals in messengers

Connect your CRM to WhatsApp, Telegram, Microsoft Teams, Slack, Discord, Viber and other messengers to sync messages, add contacts and deals on the fly, schedule tasks, manage tickets and track activities.

Connect WhatsApp, Telegram, Viber, Teams to:

Onlizer Chats available now in beta mode. Request access to empower your communication

Onlizer Studio

Create customized individual integration of Salesforce CRM to WhatsApp with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Salesforce CRM and WhatsApp with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Salesforce CRM + WhatsApp
Learn more about Onlizer Studio
Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated WhatsApp notifications to boost productivity and reduce delays

Our customer: Leading USA pizza restaurants and delivery network
Goal: Boost customer satisfaction, reduce delays for issues resolving and decision-making
Solution: Automated events tracking for Zendesk, Trello, HubSpot, ConnectWise Manage, Power BI and notifications delivery in WhatsApp

  • 20%

    More second sales to existing customers

  • 4.5 / 5

    Stars average customers feedback

  • x4

    Reduced issues resolution time

  • Daily

    Reports and business insights available

Read more about integration case
Salesforce CRM

Salesforce is one of the best Customer Relationship Management (CRM) tools. With Salesforce, you can continually and optimally satisfy all your customers' needs without stress. Salesforce helps create unity between your marketing and sales, commerce, service, and IT teams anywhere in the world. So, in essence, Salesforce is a digital market.

Read more about Salesforce CRM integrations
WhatsApp

WhatsApp is a popular messenger and a global communication platform for both persons and businesses. Integrate WhatsApp to receive messages, send notifications and reminders, share reports and files, and enable automatic content posting into groups and chats. Connecting WhatsApp with Onlizer provides a new way to automate communication and business processes.

Read more about WhatsApp integrations

Salesforce CRM + WhatsApp integration ideas

Support or submit Salesforce CRM and WhatsApp integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Request Salesforce CRM + WhatsApp integration Check all Salesforce CRM + WhatsApp suggestions

Explore Salesforce CRM and WhatsApp integration features

You can easy create integration for Salesforce CRM and WhatsApp using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action
Send message in WhatsApp

Sends message to selected receivers. Images, documents and files can be attached

Try action Action
Send messages in WhatsApp

Sends one or multiple text messages to selected receivers

Try action Action

FAQ

Connect Salesforce CRM and WhatsApp in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Salesforce CRM and WhatsApp to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Salesforce CRM and WhatsApp accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Salesforce CRM to WhatsApp online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Salesforce CRM and WhatsApp seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like WhatsApp when event occured in Salesforce CRM or when data changed in WhatsApp to perform action in Salesforce CRM. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Salesforce CRM and WhatsApp to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Salesforce CRM and WhatsApp with 300+ services like: