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WhatsApp Salesforce Integration: A Detailed Overview

WhatsApp Salesforce Integration: A Detailed Overview

WhatsApp Salesforce Integration: A Detailed Overview

In today’s digital era, businesses require finding innovative ways to reach out to their target audience base. Being one of the world’s leading messaging platforms, WhatsApp has become an effective way of reaching customers. With a monthly user base of 2 billion worldwide, WhatsApp is recognized as a powerful business communication tool for communicating with new, as well as existing customers. In fact, businesses can leverage this robust App to increase the size of their audience, as well as the efficiency of their marketing campaigns.

What is the Need for WhatsApp Salesforce Integration?

Manually sending WhatsApp messages to every contact is a tedious process. The integration of Salesforce and WhatsApp enables the exporting and importing of the list of contacts from Salesforce to WhatsApp correspondingly. It is essential to configure the settings in Salesforce to receive messages in WhatsApp. This integration will transform the way brands connect with consumers through conversational engagement across marketing, sales, and service communications. The new integration will empower brands to tailor their experiences and connect with their customers in a quick and simple way while answering their queries, providing support, and promoting their products. This increases customer satisfaction, which ultimately increases the brand reputation and loyalty.

Things to Consider for an Effective Salesforce WhatsApp Integration

Listed below are some essential aspects that should be evaluated without fail before integrating Salesforce with WhatsApp:

  • API Usage: Before integrating the API, it is essential to identify which department in your organization will require WhatsApp for communication. Usually, business communication is a forte of sales and service departments within an organization. However, it is equally important to ensure whether or not the API can be integrated with other Apps used in your organization.
  • Native Integration: Data confidentiality is of great significance for every organization. Consequently, organizations do not approve data to be moving around various applications. It is therefore crucial to ensure that this integration service is provided. Though this kind of service is offered by very few vendors, it will certainly be the icing on the cake if you get a chance to avail this.
  • Omnichannel Services: Customers utilize their preferred channel of communication, which is why businesses should get in touch with an omnichannel service provider. This will significantly improve team performance including better scope for closing deals.
  • Budget Constraints: It’s crucial to choose a service provider that can provide proper integration of various APIs, which in turn will pace up the communication process as the budget required to develop an API is pretty high and requires high maintenance.
  • Billing Amount: It’s essential for businesses to understand the price and billing structure used during the Integration of Salesforce and WhatsApp. Usually, the prices are presented on a per-user basis which is easy to understand. However, one might lose track while buying during the scaling process. So, it’s better to get a plan that has a flat price structure and allows users to add multiple add-ons. This will allow users to generate a better ROI while getting a good value for money.
  • Provision for Templates: It’s essential for users of WhatsApp API to use templates to ensure effective communication. In fact, different templates are available for users with different needs. For instance, separate templates are available for separate purposes such as texting a new customer or texting a customer who hasn’t responded for quite some time.

What are the Prerequisites of WhatsApp Salesforce Integration?


Sales prerequisites for effective integration are as follows:

  • A Salesforce Account
  • Different editions of Lightning Experience or Salesforce Classics for integrating a Salesforce account.
  • Licenses such as Digital Engagement and Chat User.


Listed below are the WhatsApp prerequisites for successful integration:

  • A WhatsApp Business Account along with a verified Facebook Business Manager Account.
  • Approval for message configuration.
  • Vendor’s approval for authorizing WhatsApp Messaging Customize Application.
  • Dashboard for monitoring WhatsApp channels wherever it can be monitored.

What are the Business Benefits of WhatsApp Salesforce Integration?

  • Enhanced Communication: Businesses get the opportunity to engage with their clients using the same platform they use to oversee their sales, service, and marketing efforts. This can result in quicker responses and more tailored interactions, ultimately leading to enhanced customer satisfaction and commitment. Furthermore, it's viable to have multiple service representatives for addressing inquiries or employ an AI-driven WhatsApp bot to automate the resolution of queries.
  • Increased Efficiency: Businesses are able to optimize their interaction processes and decrease the need for manual data input through WhatsApp communication. This enhances operational efficiency and minimizes inaccuracies.
  • Better Customer Insights: Such integration allows businesses to get access to valuable data pertaining to customer behavior and preferences to better understand their customers. They are therefore able to tailor their service, sales, and marketing activities accordingly.
  • Improved Collaboration: It enhances cooperation among all the departments including sales, service, and marketing thereby fostering alignment in pursuit of shared objectives and adherence to a uniform approach in communicating with a customer.
  • Multi-Channel Communication: Organizations have the option to provide customers with various communication channels thereby empowering them to communicate with their business as per their convenience.
  • Pre-Approved Notifications to Notify Clients: Organizations have the capability to engage with customers through pre-approved message notifications on WhatsApp. Some of the authorized Salesforce notifications include Appointment notifications, account notifications, ticket notifications, transportation notifications, financial notifications, and more.

To Wrap-up:

The integration of Salesforce and WhatsApp undoubtedly holds immense potential for businesses seeking to enhance their communication, streamline operations, and boost customer satisfaction. However, it's important to note that implementing this integration successfully can be a complex task, requiring expertise and technical know-how.

This is where GirikSMS comes into play. GirikSMS is a powerful Salesforce SMS App that takes the complexity out of WhatsApp Salesforce Integration. With GirikSMS, businesses can enjoy the following benefits:

  • Easy Setup: GirikSMS offers a user-friendly interface that simplifies the integration process. You don't need to be a tech expert to get started.
  • Seamless Communication: Our platform ensures that your Salesforce data seamlessly syncs with WhatsApp, allowing you to communicate with your customers efficiently and effectively.
  • Cost-Effective: GirikSMS offers flexible pricing plans, making it a cost-effective solution for businesses of all sizes.
  • Templates and Automation: GirikSMS provides a wide range of templates and automation options to streamline your messaging and response processes.
  • Reliability: We understand the importance of data security and reliability. GirikSMS ensures that your data remains safe and your communication channels remain open.

By leveraging GirikSMS, you can supercharge your Salesforce and WhatsApp integration, harnessing the power of AI and automation to connect with your customers like never before. Whether you want to send appointment reminders, handle customer inquiries, or engage in personalized marketing, GirikSMS has got you covered.

Ready to enhance your business's communication and customer engagement? Get started with GirikSMS today and experience the benefits of a seamless WhatsApp Salesforce Integration.

For more information about GirikSMS and how it can transform your business communication, feel free to contact us or drop us an email at You can also reach us by phone at +91-9811400594.

Don't miss out on the opportunity to elevate your communication game and drive business growth with GirikSMS!