integraid

integraid + Twilio WhatsApp

Connect WhatsApp via Twilio directly to Salesforce – no code needed.


With integraid, you can use the Twilio API to seamlessly integrate WhatsApp into Salesforce. Manage customer conversations, send automated messages, and build flows – all inside your CRM. No code. No hassle.

  • Ready in minutes

  • 100% compatible with Twilio’s WhatsApp API

  • Automated WhatsApp messaging from Salesforce

  • Fully GDPR-compliant and enterprise-grade security

WhatsApp integration for Salesforce has never been easier.

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WhatsApp

Kategorien:

Communication & Collaboration

WhatsApp is the world’s most popular messaging app and a powerful channel for customer communication. With the WhatsApp Business Platform (Cloud API/On-Premise), companies can exchange rich, two-way messages at scale — including text, images, documents, locations, and interactive replies. Businesses use pre-approved message templates for notifications and reminders, while live agents handle free-form conversations within a 24-hour session window. Connected to Salesforce, WhatsApp becomes a seamless touchpoint across sales, service, and marketing. And with integraid, you can integrate WhatsApp with Salesforce — without writing any code.

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Use Cases:

  • Two-way service from Cases in Salesforce

    Start and continue WhatsApp chats directly from a Case. Incoming and outgoing messages are logged on the record; agents see full context (contact, assets, SLAs) and can escalate, transfer, or close — all inside Salesforce.

  • Proactive notifications with templates

    Send order updates, appointment reminders, and delivery alerts via approved WhatsApp templates triggered by Salesforce flows. Delivery and read statuses can be written back to the related record for clear tracking.

  • Lead capture & routing

    Convert “Click-to-WhatsApp” ad or QR code conversations into Salesforce Leads, auto-enrich with conversation metadata, and route them to the right queue or owner. Follow-ups (tasks or cadences) are created automatically to keep momentum.

Video-Tutorial

How to connect WhatsApp and Salesforce with Integraid

Watch our short video to see how you can connect WhatsApp to Salesforce in just a few minutes – no coding required.

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Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.