Enterprise plan and up
Salesforce CRM + WhatsApp
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.
What it does
Everything the Salesforce CRM 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
In the chatbot builder
5 nodes you can drag into any flow
These appear in the visual builder the moment the integration is connected — no code, no webhook plumbing.
Setup
How you connect it
Most teams are through this in under ten minutes.
- 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.
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.
Field Sales Sync
Field agents chat with prospects on WhatsApp. Every qualified lead is instantly pushed to Salesforce with GPS location.
Contact 360° View
Live agents see Salesforce account history, open opportunities, and case status during every WhatsApp conversation.
Get started
Put Salesforce CRM and WhatsApp on the same page
Fourteen days free with every integration unlocked. We’ll help you connect this one on the setup call.