Most popular
Create Salesforce leads from WhatsApp chats
When a new WhatsApp message arrives, create or update the Salesforce contact with phone and last message snippet.
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Create your own WhatsApp and Salesforce integration
Choose a trigger
Choose an action
When WhatsApp: Status Changed happens, do Salesforce: Create contact.
Popular WhatsApp and Salesforce workflows
When this happens in one app, do this in the other. Try it on Hub to connect both apps and run the pair.
Text buyers when Opportunities advance
When an Opportunity hits Proposal Sent, send the approved WhatsApp template with pricing PDF link.
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Message account owners on WhatsApp
When a strategic Account updates in Salesforce, send a WhatsApp ping to the AE with the new fields.
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Log WhatsApp delivery to Salesforce
When WhatsApp reports delivered or read, update the Salesforce contact activity with message status.
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Refresh templates after contact edits
When a Salesforce contact changes locale, list WhatsApp templates for the right language.
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Find Salesforce records for a WhatsApp thread
When ops needs context on a chat, search Salesforce by phone number before replying.
WhatsApp + SalesforceTry it →
Agent
Use Corsair's MCP with your agent
Corsair connected
The agent searches both apps before it answers.
Did we log Maria's WhatsApp reply on the Apex opportunity?
WhatsApp and Salesforce details
Messaging platform API for business conversations, templates, media, and customer notifications.
Salesforce
Enterprise CRM for leads, accounts, opportunities, service cases, and sales automation.
WhatsApp and Salesforce FAQ
Yes. Corsair is built with a REST API. This means you can build agents, knowledge bases, interfaces, and workflows.
Yes. Connect WhatsApp and Salesforce once in Corsair, then automate in either direction with typed triggers and actions tailored to how your team works.
Create contacts from inbound chats, send stage-based WhatsApp templates, log delivery status, and search Salesforce by phone during conversations.
Yes. WhatsApp message and status webhooks plus Salesforce Account, Contact, and Opportunity events are typed triggers with tenant matching built in.