WHATSAPP × SALESFORCE

Salesforce Integração WhatsApp

Pare de perder inteligência de negócios em telefones pessoais. Cada mensagem, imagem e nota de voz é automaticamente registrada na Timeline de Atividades do Salesforce.

  • Sincronização em tempo real para chats 1-1 e em grupo.
  • Associação automática com Negócios e Tickets abertos.
  • Histórico completo de conversas retido quando representantes saem.
Meta
Meta
Parceiro de Negócios
Salesforce
Salesforce
Parceiro de App
web.whatsapp.com
Salesforce
Sarah
Hi! Following up on the enterprise quote.
ME
SYNCING TO SALESFORCE…
Salesforce · Contact● LIVE
First nameSarah
Last nameChen
CompanyEnterprise Solutions Inc.
Last WhatsApp2 hrs ago
Deal value—
Por que equipes mudam para o Eazybe

Funciona com o WhatsApp que você já usa

Outras ferramentas forçam você a abandonar o WhatsApp Business App e migrar apenas para API. O Eazybe funciona com ambos—mantenha sua configuração existente, seu histórico de chat e seu fluxo de trabalho.

Capacidade
Outras Ferramentas
Eazybe
WhatsApp Business App
WhatsApp Business API
Manter histórico de chat existente
Rastrear números pessoais de WhatsApp
Pronto em 30 minutos
Mini CRM

Salesforce Mini CRM no WhatsApp Web

Open any WhatsApp chat and Eazybe surfaces the matching Salesforce record alongside — fields, deals, activity log — all editable, all synced back.

salesforce.com/contacts/sarah
Sarah
Hi! Following up on the enterprise quote.
ME
Just sent it over to your email, Sarah.
Synced to Salesforce
First nameSarah
Last nameChen
CompanyEnterprise Solutions Inc.
Inteligência do Sistema

Salesforce Fields, Populated Automatically

Eazybe writes every WhatsApp signal into Salesforce as a typed custom property — no manual data entry.

PIPELINE

OPPORTUNITY_STAGE

Proposal

Auto-updated from conversation signals.

CURRENCY

DEAL_VALUE

$45,000

Extracted from quote discussions.

FORECAST

CLOSE_PROBABILITY

85%

AI-predicted based on engagement patterns.

TIMESTAMP

LAST_ACTIVITY

2 hrs ago

Most recent WhatsApp interaction.

HEALTH

ACCOUNT_HEALTH

STRONG

Composite score from all touchpoints.

AI_SUGGEST

NEXT_BEST_ACTION

SEND_CONTRACT

Recommended based on conversation flow.

Who It's For

Built For Teams Where Deals Happen On WhatsApp

Sales Teams

  • Full conversation visibility
  • Deal-linked chat history
  • Response time tracking

Sales Managers

  • Team-wide visibility
  • Performance monitoring
  • Pipeline reality check

Customer Success

  • Full customer history
  • Seamless handoffs
  • Ticket creation from chats
Live in 5 Minutes

No Developers. No IT Tickets. No Waiting

01

Install Extension

Add Eazybe to Chrome. One click, 60 seconds.

02

Connect Salesforce

OAuth login, no API keys, no developer needed.

03

Open WhatsApp Web

The Salesforce sidebar appears automatically.

04

Start Closing Deals

Every message flows to Salesforce. You're live.

FAQ

All Your Salesforce + WhatsApp Questions, Answered

Get answers to common questions about setup, supported features, security, and how the Salesforce integration works day-to-day. Still stuck? Talk to our live agent on WhatsApp.

No. Eazybe works with personal WhatsApp, WhatsApp Business App, AND WhatsApp Business API. Unlike other integrations that require expensive API migrations, we work with whatever WhatsApp your team already uses.
No. Eazybe connects via OAuth and logs Activities through standard APIs. Nothing is installed in your Salesforce org. No Apex, no Lightning components, no managed packages.
All WhatsApp conversations remain logged as Activities in Salesforce. They stay attached to Contacts, Leads, Accounts, and Opportunities forever. Your customer relationships belong to your company, not personal phones.
Yes. Eazybe supports Platform Encryption and is compliant with Salesforce Shield requirements. SOC 2 Type II certified, GDPR compliant.
Yes. Map WhatsApp conversations to any standard or custom object in your Salesforce org. Territory routing and assignment rules are supported.
Chrome extension deployment via your MDM or Google Workspace admin console. No per-user manual setup. Enterprise support included for teams over 50 users.

Didn't find your answer? Let's connect with us!

Bring WhatsApp into Salesforce.

Install Eazybe, connect Salesforce, watch every chat sync — automatically.