IntegrationsCRMSalesforce CRM
Salesforce CRM
CRMEnterpriseEnterprise Plan

Salesforce CRM

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

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

Records Synced

Yes

Case Auto-creation

5 min

Setup Time

MotherBot · Integrations
WhatsApp
Salesforce CRM
WhatsApp
⬤ syncing
Salesforce CRM
Contact synced
just now
Data pushed
2s ago
Webhook received
5s ago
Capabilities

Everything you can do with Salesforce CRM + MotherBot

Every feature below becomes an available node in your chatbot builder — drag, drop, connect.

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

Real-world automations

Built for real workflows

See how businesses like yours use Salesforce CRM + MotherBot to automate the hard parts.

01

Support Case Deflection

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

Automations like this take 5 minutes to build

02

Field Sales Sync

Field agents chat with prospects on WhatsApp. Every qualified lead is instantly pushed to Salesforce with GPS location.

Automations like this take 5 minutes to build

03

Contact 360° View

Live agents see Salesforce account history, open opportunities, and case status during every WhatsApp conversation.

Automations like this take 5 minutes to build

Setup guide

Up and running in minutes

Four steps. No developers needed.

1

OAuth with Salesforce

Authorize via Salesforce Connected App. Works with sandboxes and production orgs.

2

Choose Sync Objects

Select which Salesforce objects to sync: Leads, Contacts, Accounts, Cases.

3

Use CRM Nodes

Add Salesforce Lookup, Push, or Case nodes to your chatbot flows for dynamic CRM operations.

4

Agent Sidebar

Live chat panel shows Salesforce record data. Agents can update records without leaving MotherBot.

Chatbot nodes

Powerful chatbot nodes included

Drag these nodes into any chatbot flow — no code required. Connect your Salesforce CRM data to WhatsApp conversations in seconds.

Chatbot Builder · Salesforce CRM Nodes
1
Lookup Record
2
Create / Update Lead
3
Create Case
4
Get Account
5
Log Activity

Drag these nodes into any chatbot flow — no code required

Salesforce CRM

Start connecting Salesforce CRM to WhatsApp today

Free 14-day trial. No credit card required.