WhatsApp Salesforce integrationEvery WhatsApp chat on a Salesforce lead, with the page and campaign that started it
Your team answers WhatsApp on a phone. Your pipeline lives in Salesforce. We route WhatsApp leads into Salesforce with their source, log every click in a Google Sheet, and alert your team by SMS or email when a new chat comes in.
- WhatsApp leads created or updated in Salesforce
- Matched to the click by time, or by a unique ID through the WhatsApp API
- SMS or email alerts, and a click log in Google Sheets
900+ integrations completed · Salesforce partner · We sign BAAs
- • Phone number
- • Chat start time
- • Unique ID
- • Source fields
WhatsApp leads that do not reach Salesforce
A visitor clicks your WhatsApp button and leaves your site. The chat happens on a phone, the source is lost, and the lead only reaches Salesforce if someone types it in. Reports undercount WhatsApp, and follow-up depends on memory.
What it does
What the WhatsApp Salesforce integration handles
Click tracking on your site
Every WhatsApp button and link tracked, with the click time, the page and the tracking fields.
Timestamp matching
Each chat matched to the click by comparing the click time with the time the chat starts.
Unique ID matching
Through the WhatsApp API, a unique ID goes into the chat and is matched to the click it came from, one chat to one click.
Leads in Salesforce
The matched chat creates a lead, or updates the existing record when the phone number is already in Salesforce.
Source on the lead
First and last click landing page, first and last click referring domain, and the page the click happened on, in their own fields.
Alerts
An SMS or email alert to the right person or team when a new WhatsApp lead comes in.
Click log in Google Sheets
Every click and match kept in a sheet you own, so the data can be checked line by line.
Reports
WhatsApp leads reported by page and source in Salesforce, next to calls, forms and chats.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect WhatsApp to Salesforce.
AimingData that flows
WhatsApp Salesforce integration: both directions, field by field
- Click timeLogged on every WhatsApp click
- Page and referrerWith the campaign tags on the URL
- Phone numberUsed to find or create the lead
- Chat start timeMatched to the click
- Unique IDWith the WhatsApp API, read from the chat and matched exactly
- Source fieldsLanding page, referring domain and click page on the lead
See your own WhatsApp + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
WhatsApp Salesforce integration: the hard parts, already solved
Two clicks at the same moment
Timestamp matching can struggle to tell them apart. Unique ID matching solves that, so we suggest it for busier sites.
A number already in Salesforce
The phone number is cleaned up and matched first, so a returning contact updates their record instead of creating a duplicate.
Several WhatsApp numbers
Each number or location routed to the right team, with alerts going to the people who answer it.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the WhatsApp Salesforce integration goes live
- 1
Free call
We look at how your team uses WhatsApp today and what has to show up on the record.
- 2
Mapping
Which records sync, which fields match, which system owns each value, and what happens when they disagree.
- 3
Build and test
Built in a sandbox or test account and tested end to end before your team relies on it.
- 4
Go live
Switched on, your team walked through it, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the WhatsApp Salesforce integration is for
- Sales and admissions teams that take inquiries over WhatsApp
- Teams with a WhatsApp number per location or brand
- Marketers who want WhatsApp leads counted in Salesforce with their source
WhatsApp Salesforce integration FAQ
Do we need the WhatsApp API?
For unique ID matching, yes. Timestamp matching works with click tracking on your site and the chat start times.
Where do the leads go?
Into Salesforce as leads, or onto the existing record. The click log goes to a Google Sheet, and alerts go out by SMS or email.
Will a returning customer create a duplicate?
No. The phone number is matched first, and the existing record is updated.
Can the full conversation be saved in Salesforce?
This build puts the lead and its source in Salesforce. If you want more of the chat on the record, tell us on the free call and we check what your WhatsApp setup allows.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.