How long does it take to connect Salesforce CRM?

About 5 min. You sign in through Salesforce CRM's own login screen — there are no API keys to copy for this integration — tick what should sync, and it is live. If you would rather not do it alone, we will connect it with you on the free setup call.

Can my chatbot use Salesforce CRM on its own?

Yes — connecting it adds 5 new blocks to the chatbot builder: Lookup Record, Create / Update Lead, Create Case, Get Account, Log Activity. Drag one into any flow and the bot can read from and write to Salesforce CRM mid-conversation, with no code and no webhook plumbing.

Which plan includes the Salesforce CRM integration?

Infinity and above. Integrations are also controlled per team member, so you can let an agent see Salesforce CRM data beside a chat without letting them create or change records in it. You can disconnect at any time from one screen, and nothing is retained after you do.

Will it create duplicate records in my CRM?

No. Contacts are matched on phone number first, so a customer who already exists is updated rather than duplicated. Where a match is ambiguous you get a flag to review instead of a silent merge — merging two people who are not the same person is far worse than briefly holding two records.

All integrations

CRMEnterpriseInfinity plan and up

Salesforce CRM + WhatsApp

Connect the world's #1 CRM to the world's #1 messaging app

Connect Salesforce CRM Ask about setup

One-click sign-inNo API keysDisconnect any time

Salesforce CRM

MotherBot

Account details

∞
Records Synced: Yes
Case Auto-creation: 5 min
Setup Time: 0
Kinds of data moving both ways

Both directions

What actually moves

Nothing has to be copied across by hand — in either direction.

Into your WhatsAppFrom Salesforce CRM

Account details
Opportunity stage

Back into Salesforce CRMFrom your conversations

New leads
Activity logs

See it happen

Salesforce CRM and WhatsApp, in one conversation

The chat plays on the left. What MotherBot and your tool did is on the right.

RARavi Subramanianonline

following up on the proposal from last week

An enterprise sales teamWhat MotherBot did, meanwhile

The honest comparison

The same week, run twice

Right now

Enquiries retyped into the CRM at the end of the day
Half the WhatsApp conversations never reach it at all
Your rep opens two tabs to answer one question
A deal's real story lives in somebody's phone

An hour a day of typing, and a CRM nobody trusts

With MotherBot

The contact is created as the first message arrives
Every conversation logged against the right record
Deal stage and owner shown beside the chat
The story is in the CRM, where the next person can read it

A pipeline that is current without anyone updating it

What it does

Everything the connection handles

One-click contact import from Salesforce to MotherBot

Look up Salesforce leads and contacts by phone number in live chat

Auto-create Salesforce Cases from WhatsApp support conversations

Push chatbot-collected data to any Salesforce object

3 chatbot nodes: Lookup, Push Data, Create Case

Supports all Salesforce editions: Essentials → Unlimited

Import Salesforce contacts, look up leads mid-conversation, create cases, and push WhatsApp interactions directly into your Salesforce org.

In the bot builder

5 new blocks to drag in

They appear the moment it's connected, so your bot can use it mid-conversation.

Lookup RecordCreate / Update LeadCreate CaseGet AccountLog Activity

Drag any of these onto a chatbot canvas

Setup

Connecting it, start to finish

Most people are through this in under ten minutes.

What people build

Three things teams set up first

Support Case Deflection

WhatsApp chatbot resolves 70% of tickets. Remaining issues auto-create Salesforce Cases with full chat transcript.

Questions

About the Salesforce CRM integration

Both directions. Coming into your conversations from Salesforce CRM: account details, opportunity stage. Going the other way, written into Salesforce CRM from what happens in chat: new leads, activity logs. Nothing has to be copied across by hand in either direction.

Also connects

More CRM integrations

All integrations

HubSpot CRM

Turn WhatsApp conversations into HubSpot deals automatically

Zoho CRM

Supercharge Zoho with WhatsApp's 98% open rate

LeadSquared

Capture, qualify and nurture leads at WhatsApp speed

Get started

Put Salesforce CRM and WhatsApp on the same page

Integrations come with our paid plans — the pricing page shows which ones each plan includes — and we’ll wire up the first one with you. Any fees Salesforce CRM charges are billed by Salesforce CRM, under your account with them.

Start free See pricing