How do I connect WhatsApp to Salesforce?

Install Eazybe and connect your Salesforce account. Eazybe syncs WhatsApp chats to Salesforce so conversations and customer data are automatically captured in your CRM.

Does Eazybe sync WhatsApp messages into Salesforce automatically?

Yes. Eazybe can sync WhatsApp conversations to Salesforce automatically, reducing manual data entry and keeping your CRM up to date.

Can multiple teammates use a shared inbox with Salesforce + WhatsApp?

Yes. Eazybe supports shared inbox workflows so teams can collaborate on WhatsApp leads while keeping Salesforce records synchronized.

What can AI agents do for Salesforce + WhatsApp conversations?

AI can help draft replies, summarize conversations, and speed up follow-ups—so reps respond faster while maintaining consistent messaging.

Is this integration safe to use with WhatsApp and Salesforce?

Eazybe is designed for business use cases and focuses on secure workflows for syncing WhatsApp conversations with Salesforce. Always review your security and compliance requirements before rollout.

What data gets synced from WhatsApp to Salesforce?

Eazybe can sync contact information, message content, timestamps, and custom fields to Salesforce. The exact data mapping depends on your workflow requirements.

WHATSAPP × SALESFORCE

The Official Salesforce WhatsApp Integration

Stop letting deal intelligence die on personal phones. Every message, image, and voice note is automatically logged to the Salesforce Activity Timeline.

Real-time sync for 1-on-1 and Group Chats.
Automatic association with open Deals and Tickets.
Complete conversation history retained when reps leave.

Works with the WhatsApp you already use

Other tools force you to abandon WhatsApp Business App and migrate to API-only. Eazybe works with both—keep your existing setup, your chat history, and your workflow.

Capability

Other Tools

Eazybe

WhatsApp Business App

WhatsApp Business API

Keep existing chat history

Track personal WhatsApp numbers

Live in 30 minutes

Mini CRM

Salesforce Mini CRM in 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

Hi! Following up on the enterprise quote.

Just sent it over to your email, Sarah.

Synced to Salesforce

First nameSarah

Last nameChen

CompanyEnterprise Solutions Inc.

System Intelligence

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.

Install Extension

Add Eazybe to Chrome. One click, 60 seconds.

Connect Salesforce

OAuth login, no API keys, no developer needed.

Open WhatsApp Web

The Salesforce sidebar appears automatically.

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.

Does this require WhatsApp Business API?

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.

Are managed packages installed in my org?

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.

What happens to conversations when reps leave?

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.

Is this Shield-compatible?

Yes. Eazybe supports Platform Encryption and is compliant with Salesforce Shield requirements. SOC 2 Type II certified, GDPR compliant.

Can I map to custom objects?

Yes. Map WhatsApp conversations to any standard or custom object in your Salesforce org. Territory routing and assignment rules are supported.

How does deployment work for large teams?

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.