WhatsApp IntegrationSalesforce Certified

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.
Meta
MetaBusiness Partner
Salesforce
SalesforceApp Partner
Why teams switch to Eazybe

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.

WhatsApp
Personal WhatsApp
WhatsApp
B
WhatsApp Business App
WhatsApp
WhatsApp Business API
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

Access your entire Salesforce CRM directly inside WhatsApp. No tab switching, no guessing, no friction.

Instant Context
Pipeline Management
Quick Actions
WhatsApp chats
Sarah ChenSarah Chen
Hi! Following up on the enterprise quote.
10:02:15
Just sent it over to your email, Sarah.
10:03:42
Sarah ChenSarah Chen
Received! Let's schedule the kickoff.
10:05:10
Salesforce
Sarah Chen

Sarah Chen

Not the right contact?
Sarah
Chen
Enterprise Solutions Inc.
sarah@enterprise.com
enterprise.com
System Intelligence

Sync High-Intent
Engagement Fields

Directly mapped WhatsApp engagement signals rendered in your Salesforce environment. Active monitoring enabled.

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.

The Missing Data

Every conversation your Salesforce org doesn't see—until now.

Automatic Activity Logging

Every WhatsApp message becomes an Activity on Contacts, Leads, Accounts, and Opportunities. No manual logging. No rep "summaries." The actual conversation, captured automatically.

Customer 360 Inside WhatsApp

Your reps see the full Salesforce record while chatting: Opportunity stage, Account hierarchy, recent Activities, open Cases. No more tab switching or context loss.

Works With Your WhatsApp

Unlike solutions requiring WhatsApp Business API migration, Eazybe works with personal WhatsApp accounts. Your field reps use what they already have. No expensive rollout needed.

Manager Visibility

See every WhatsApp conversation across your entire org. Territory assignments, queue routing, workload visibility—all synced with your existing Salesforce hierarchy.

Pipeline Reality

Your Opportunities show one thing, but conversations tell the real story. See which deals are actually moving and which are stalled—based on real engagement data.

Enterprise Security

SOC 2 Type II certified, GDPR compliant, Shield-compatible. Platform Encryption supported. No managed packages touching your org.

Who It's For

Built for teams whose deals happen on WhatsApp

Sales Teams

Your Opportunities show stage changes, but not the conversations driving them. Get full WhatsApp chat history on every Opportunity. See who's engaged, who's ghosting, and who needs follow-up—from actual message data.

  • Opportunity-linked conversations
  • Real engagement data
  • Response time visibility

Sales Ops & RevOps

Pipeline reviews based on CRM data miss the ground truth. See what's actually happening in customer conversations. Forecast accuracy improves when you see real engagement, not just logged Activities.

  • Pipeline reality check
  • Forecasting accuracy
  • Rep accountability

Customer Success

When handoffs happen, context gets lost. Full WhatsApp history stays attached to Accounts and Contacts. New CSMs see every conversation, not just whatever the rep remembered to log.

  • Complete conversation history
  • Seamless handoffs
  • Account context
No Managed Packages

No Apex. No admin setup. No IT tickets.

Connect to Salesforce with OAuth. No managed packages touch your org. No developer resources needed.

01

Install Extension

Chrome extension installs in 60 seconds.

02

OAuth to Salesforce

Connect to Production or Sandbox. No admin setup.

03

Open WhatsApp Web

The Salesforce sidebar appears automatically.

04

Activities Start Logging

Every WhatsApp message becomes a Salesforce Activity.

“
Our Salesforce Activities showed emails and calls, but 70% of customer conversations happened on WhatsApp. Now we see everything. 200 users were live in 2 hours with no managed packages or admin work.
David Chen
VP Sales Ops, TechCorp Enterprise
Common Questions

What you need to know

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.

Stop missing deals that close on WhatsApp

Your Salesforce org has a massive data gap. Join 5,000+ enterprise teams who closed it with Eazybe.

14-day free trial • No credit card • No managed packages

Ready for Lift Off

WhatsApp AI Agents for
Sales Teams

See every WhatsApp conversation inside your CRM. Qualify leads with AI, detect deals going cold, and automate follow-ups — all with a WhatsApp AI Agent that works 24/7.

No credit card required

Enterprise-Grade Security
Meta

Meta Business Partner

Verified Integration

GDPR Ready

Fully Compliant Data Processing

Compliant

Bank-Grade Security

SSL & 256-bit Encryption

Trusted by regulated industries: financial services, healthcare, insurance