Integrate Salesforce with WhatsApp -- 2
Budget: ₹1,500 – ₹12,500 INR
I need my Salesforce instance to talk seamlessly with WhatsApp Business. The API has not been set up yet, so the first step will be registering and activating a WhatsApp Business number and gaining full API access.
Once the API is live, I want three flows automated inside Salesforce:
• Lead management – new WhatsApp inquiries should create or update leads, log conversations on the record, and trigger the usual assignment rules.
• Customer support – agents must be able to send and receive messages directly from Salesforce (Service Console), with transcripts stored on the case.
• Marketing messages – I’d like to schedule and send templated broadcasts that respect WhatsApp’s policies and surface engagement data back in reports and dashboards.
You are free to use the method you prefer—Twilio, Meta Cloud API, or another compliant gateway—as long as it remains within Salesforce’s governor limits and keeps messages synced in real-time. A short knowledge-transfer session and basic documentation (API credentials, key objects, and flow diagrams) will round off the job.
Once the API is live, I want three flows automated inside Salesforce:
• Lead management – new WhatsApp inquiries should create or update leads, log conversations on the record, and trigger the usual assignment rules.
• Customer support – agents must be able to send and receive messages directly from Salesforce (Service Console), with transcripts stored on the case.
• Marketing messages – I’d like to schedule and send templated broadcasts that respect WhatsApp’s policies and surface engagement data back in reports and dashboards.
You are free to use the method you prefer—Twilio, Meta Cloud API, or another compliant gateway—as long as it remains within Salesforce’s governor limits and keeps messages synced in real-time. A short knowledge-transfer session and basic documentation (API credentials, key objects, and flow diagrams) will round off the job.