10 ways to send a WhatsApp message from Salesforce

These are the best solutions to send a WhatsApp message from Salesforce in 2025:

1. Harmonix AI
2. Salesforce
3. MessageBird for Salesforce
4. Zapier
5. Twilio
6. Wati
7. WA Web Plus
8. Pabbly Connect
9. Freshdesk Messaging
10. Salesforce Flow

Today, sending a WhatsApp message from Salesforce is not only possible, but has become a key tool to enhance real-time communication with clients.

However, many organizations still operate with isolated channels, such as calls, emails or WhatsApp separately, which leads to slow processes, fragmented information and coordination issues across teams.

When channels are not connected, each conversation lives in its own system, making it impossible to have a unified customer view and limiting the ability to make strategic decisions based on real data.

Integrating multiple channels into a single platform not only allows for faster responses, but also enables a better understanding of each interaction and more effective action.

Additionally, this integration speeds up daily work, reduces repetitive tasks, and frees up time for what really matters, which is closing more sales and delivering better service.

In this article, we’ll explore how to optimize this process, the advantages of an omnichannel solution, and the tools that make it easy for your team to send WhatsApp messages from Salesforce in an agile, centralized and highly productive way.

The 10 Best Ways to Send WhatsApp Messages from Salesforce

1. Harmonix AI: The Most Complete and Intelligent Option

Harmonix AI revolutionizes the way you communicate from Salesforce, allowing you to send and receive WhatsApp messages directly from the CRM, without jumping between tools or losing context.

Its omnichannel approach integrates WhatsApp, calls, emails, LinkedIn and more, all in one place. This allows teams to manage all conversations in a centralized way and make more informed decisions based on real data.

Unlike other solutions, Harmonix does not replace your CRM, it is installed on top of it, making it easy, fast and without complex development.

In addition, its artificial intelligence automates tasks like summaries, replies and follow-ups, helping teams work faster and more accurately.

Many companies still operate with isolated communication channels. Harmonix breaks that barrier, offering a smooth and efficient experience for all teams.

Key Benefits of Harmonix AI for Sending WhatsApp Messages from Salesforce:

● WhatsApp messages inside the CRM, without switching tabs
● True omnichannel: WhatsApp, calls, emails and more, all in one place
● Smart automation: AI that suggests, summarizes and organizes tasks
● Direct installation on Salesforce, no need to replace your current system
● Increased productivity and faster response times
● Centralized data for more strategic decision-making

In summary, Harmonix AI turns Salesforce into a complete and connected communication platform, boosting productivity and eliminating friction in daily work.

2. Salesforce (Native Integration with WhatsApp Business API)

Salesforce offers a native integration with WhatsApp Business API, allowing commercial teams to send messages directly from the CRM.

This option facilitates centralized conversation management, automated notifications, and personalized messaging based on customer behavior and data.

By leveraging this integration, all interactions can be automatically logged and tracked, ensuring security and compliance in communication.

Ideal for companies looking to professionalize and scale WhatsApp usage without losing control over the data.

3. MessageBird for Salesforce (AppExchange)

MessageBird provides a certified app on AppExchange that connects WhatsApp directly with Salesforce.

This solution enables teams to send and receive messages, manage automated chats and automate communication flows inside the CRM, all from an intuitive interface.

MessageBird also facilitates advanced segmentation and personalization, helping teams create more relevant and effective campaigns.

The included dashboards provide a complete view of channel performance and impact of each action.

4. Zapier

Zapier is an automation platform that connects Salesforce and WhatsApp with no coding required.

With just a few clicks, you can define automated flows to send messages when specific events happen in the CRM, such as the creation of a new lead or an opportunity update.

This solution is perfect for teams looking for flexibility and speed, as it allows the integration of multiple applications and reduces manual tasks.

Zapier democratizes automation and integration, making it an accessible option for companies of all sizes.

5. Twilio (Custom-Built Solution and API)

Twilio is one of the most powerful providers to integrate WhatsApp with Salesforce using APIs.

With Twilio, companies can build fully customized solutions, tailored to the specific workflows and needs of each organization.

This option allows full control over every detail of the process, from message design to consent management and deep integration with other systems.

Twilio is ideal for businesses that require maximum customization, scalability and digital communication security.

6. Wati (WhatsApp Bots Integrated with Salesforce)

Wati is a well-known platform for building WhatsApp bots that integrate with Salesforce, allowing the automation of replies and management of repetitive requests without manual intervention.

With Wati, you can configure bots that answer frequently asked questions, update records and follow up, all with full traceability inside the CRM.

This solution helps accelerate customer service, reduce wait times, and free up the sales team to focus on more complex deals and negotiations.

7. WA Web Plus (Browser Extensions for WhatsApp and Salesforce)

WA Web Plus is a browser extension that connects WhatsApp Web with Salesforce, making it easier to transfer messages and information between the two platforms.

While it doesn’t offer deep integration, it is useful for small teams that need a simple and direct solution to keep their records updated.

Ideal for those looking for practicality, without needing complex technical development.

8. Pabbly Connect (Integration Through Custom Webhooks)

Pabbly Connect is an automation platform that allows you to create custom webhooks to link Salesforce and WhatsApp.

You can design flows where the sending of messages is triggered by specific events in the CRM, adjusting communication to each case.

This gives total flexibility in workflow configuration and task automation for the sales team.

9. Freshdesk Messaging (External Multichannel Management Tools)

Freshdesk Messaging is a multichannel solution that centralizes WhatsApp, email and other communication channels, integrating with Salesforce through API.

This tool allows teams to manage all messages from a single panel, check the full conversation history and access advanced reports to support better decision-making.

It is especially useful for companies handling high volumes of interactions, where efficiency and control in every contact are essential.

10. Salesforce Flow (Templates and Automated Flows)

Salesforce Flow is a native Salesforce tool used to automate processes, including sending WhatsApp messages through integrations.

With Flow, you can create automations that send reminders, confirmations or follow-ups based on user actions, ensuring professional and consistent communication.

Automation with Salesforce Flow helps reduce errors, save time, and maintain a consistent customer experience.

3 Benefits of Connecting WhatsApp and Salesforce for Your Sales Team

1. More Productivity, Less Repetitive Tasks

Automating the sending and logging of WhatsApp messages from Salesforce frees sales teams from manual and unproductive tasks.

With automatic records, sales reps don’t have to manually log every interaction or update information themselves.

This translates to more time spent selling, closing deals and strengthening customer relationships.

When processes are streamlined and unnecessary steps removed, productivity increases and teams can manage a larger volume of accounts without sacrificing service quality.

2. Faster Response Times on the Customer’s Favorite Channel

WhatsApp has become the preferred channel for communicating with companies.

Providing fast and personalized responses through this channel creates a positive experience and improves brand perception.

Replying in minutes, not hours, can make the difference between winning or losing a sales opportunity.

Having WhatsApp integrated into Salesforce enables teams to be agile and always available on the customer’s chosen channel, adapting to their needs and expectations.

3. All Context in One Place

Centralizing all customer information in CRM makes it easy to access the complete interaction history.

This includes not just WhatsApp messages, but also emails, calls, meetings, and any activity logged.

That way, any team member can step in, understand the context, and continue the conversation without missing a beat.

Centralizing data not only improves efficiency, but allows for personalized messaging and anticipating needs, delivering more proactive and professional service.

Connecting WhatsApp and Salesforce is a powerful way to turn each interaction into a business opportunity, leveraging technology to build strong relationships and enable much more agile commercial processes.

The Importance of Omnichannel in Modern Sales

One Single Panel to Manage Everything

Omnichannel communication is now a key competitive advantage in sales. Managing WhatsApp, calls, emails, meetings and even LinkedIn from a single panel ensures that every interaction is connected and recorded.

This integration not only saves time, but also simplifies daily work.

Teams can respond from the channel most comfortable for the client and adapt communication to their preferred platform, ensuring a faster and more coherent experience.

Centralizing communication in one space eliminates the need to switch between apps, improves organization and keeps the team focused on what matters most: closing deals and building relationships.

Less Information Loss

When working with disconnected systems, information tends to scatter across tools, and the customer context is easily lost.

Omnichannel communication ensures that each salesperson has access to the full history, making it easier to maintain continuity, even if team members change.

All relevant data is logged, which reduces errors, avoids confusion, and improves data quality for future analysis and follow-ups.

AI to Prioritize Leads and Recommend Actions

Artificial intelligence takes omnichannel to the next level. With Harmonix AI, users become much more productive and faster, as the tool can analyze large volumes of data across all channels and detect opportunities or risks even before the team does.

Harmonix AI allows you to prioritize leads, recommend follow-up actions, and suggest personalized messages based on the client’s context. This not only optimizes the sales team’s time, but also supports more accurate strategic decisions with the help of artificial intelligence.

Moreover, Harmonix installs over any CRM, it does not replace it, making it extremely easy to implement and adopt in any organization.

This way, you can integrate multiple channels in one place and empower sales teams with AI, improving both operational efficiency and the customer experience.

3 Risks of Not Properly Integrating WhatsApp into Salesforce

1. Conversations Without Logging or Context

When WhatsApp is not integrated into Salesforce, conversations are out of the CRM’s reach.

This means that information becomes dispersed, follow-ups are lost, and the sales team may forget important client details.

The lack of full context makes it hard to personalize or maintain continuity in interactions.

Also, if multiple salespeople handle the same client, it's easy to duplicate messages or lose coherence in communication.

2. Difficulties in Analyzing the Impact of Interactions

Without proper integration, WhatsApp interactions are not automatically recorded in the customer’s history.

This makes it difficult to measure sales performance, identify missed opportunities, and analyze behavioral patterns.

The company then loses the chance to draw valuable conclusions about the effectiveness of its actions and cannot optimize processes based on reliable data.

3. Compliance Issues with Data Protection (GDPR)

Failing to integrate WhatsApp with Salesforce securely may lead to non-compliance with regulations like the GDPR.

When handling personal data outside of a controlled environment, it becomes harder to track consent and safeguard information properly.

An incomplete log can lead to legal penalties and loss of client trust.

That’s why it’s crucial to centralize and protect all data and conversations, in accordance with legal requirements and best practices in data protection.

3 Best Practices to Implement WhatsApp in Salesforce

1. Define Clear Objectives for Every Automated Message

Before launching any integration, it’s essential to set clear objectives for each automated message.

Are you looking to book appointments, confirm orders, or follow up on opportunities? Defining the intent helps personalize flows and enhance the customer experience.

Each message should have a clear and measurable purpose, which helps with the continuous optimization of automations and alignment with business goals.

2. Keep a Human Tone Even if Using AI

Automation doesn’t mean losing connection. Make sure each message maintains a human, warm and professional tone, even if generated by artificial intelligence.

The key is to use personalized greetings, empathetic replies, and adapt language to the client’s context.

This helps strengthen the relationship and increases the chance that the customer will respond and trust your team.

3. Review Data Protection Compliance

Compliance with data protection regulations is essential when implementing WhatsApp in Salesforce.

Make sure to record consents, protect personal information, and ensure that data is securely stored in the CRM.

Responsible data management builds trust with clients and prevents potential legal sanctions.

For teams managing high call volumes, adding an auto dialer for Salesforce can drastically reduce manual effort, speed up outreach, and help SDRs book more meetings in less time.

Real Use Cases: Harmonix AI in Action

Case 1: Automated Prospecting with Personalized Replies

With Harmonix AI, teams can automate WhatsApp prospecting, generating custom replies for each contact.

This enables faster identification of qualified leads, optimizes the team’s work, and increases conversion rates without compromising on message quality.

To further improve sales prospecting, Harmonix AI offers features that help identify the best leads and automate the first points of contact, increasing conversion efficiency.

Case 2: Post-Call Follow-Up with AI Summarizing the Conversation

After a call, Harmonix AI analyzes and summarizes the conversation automatically, generating ready-to-send follow-up messages via WhatsApp or email.

This saves the team time and ensures that each client receives quick support based on the real context of the conversation.

Case 3: Integration of WhatsApp and Email in a Single View

Harmonix AI allows you to manage WhatsApp and email from a single screen within the CRM, giving easy access to the entire history of interactions.

This boosts omnichannel capability, prevents information loss, and helps users become more productive and faster in their daily work.

Since it is installed on top of any CRM, Harmonix simplifies integration and allows full use of all communication channels in one place, improving strategic decision-making.

Why Harmonix AI is the Best Option to Send Messages from Salesforce

Harmonix AI stands out as the most complete solution for sending messages from Salesforce, thanks to its ability to transform communication and the daily work of sales teams.

Unlike other tools, Harmonix AI installs on top of any CRM, including Salesforce, without replacing the current system.

This means that implementation is quick, simple, and does not require complex migrations or long adaptation periods.

One of the biggest benefits of Harmonix AI is that it integrates multiple communication channels in one place.

You no longer need to depend solely on email, calls or WhatsApp, because all client interactions are centralized, making it easier to manage and make strategic decisions with a global view.

Its omnichannel approach allows you to send and receive WhatsApp messages, manage emails, make calls and more, all from the CRM interface.

This way, the team has access to the entire interaction history and can maintain consistent and continuous conversations with clients, without losing information.

In addition, Harmonix AI automates administrative tasks, such as activity logging, conversation summaries, or suggesting next steps and follow-up messages.

This automation results in teams that are much more productive and faster, freeing up time to focus on activities that actually create value.

The platform uses advanced artificial intelligence to analyze every interaction, identify opportunities, risks and needs, and provide instant actionable recommendations.

So, teams not only save time, but also improve the quality of their interactions and increase their commercial effectiveness.

In short, Harmonix AI turns Salesforce into a true omnichannel platform, fully adapted to the demands of today’s market.

It allows for the integration of all relevant channels, boosts productivity, accelerates daily work, and provides insights for smarter decision-making, making it the best choice for companies looking for efficiency, speed and unlimited sales management.

Harmonix AI also complements WhatsApp communication with advanced tools such as an automatic call dialer, enabling teams to streamline voice outreach directly from the CRM interface.

Frequently Asked Questions (FAQs)

How can I send WhatsApp messages from Salesforce automatically?

To automate the sending of WhatsApp messages from Salesforce, you need an integration between both platforms.

You can achieve this through specialized apps, official connectors, or tools that allow you to schedule messages based on CRM events, like status changes or new lead creation.

This way, your team saves time and improves follow-up for each opportunity.

Does Harmonix AI allow sending WhatsApp messages from Salesforce?

Yes, Harmonix AI allows you to send and receive WhatsApp messages directly from Salesforce, without switching apps.

Additionally, the platform integrates WhatsApp, email, calls and other channels in a single panel, enabling a truly omnichannel and much more efficient management.

How can I analyze the impact of WhatsApp messages on my sales?

The impact of WhatsApp messages on sales can be measured through automatic logs and integrated reports within the CRM.

By centralizing all conversations and linking them to opportunities, you can identify:

● Which messages drive conversions
● Which ones improve support
● How to optimize communication flows to increase sales closing

What features does Harmonix offer to improve customer prospecting?

Harmonix offers key features such as:

● Message automation
● Smart follow-up
● Action suggestions
● Centralized data

Thanks to its artificial intelligence, teams receive recommendations for each stage of the prospecting process, boosting effectiveness and personalizing interactions based on each client’s context.

Does Harmonix AI comply with GDPR and protect my data?

Yes, Harmonix AI complies with data protection regulations like the GDPR.

The platform ensures that your clients’ personal data is properly recorded, centralized and protected, making it easier to manage consents and ensuring legal compliance in all interactions.

Can I automate replies on WhatsApp from Salesforce?

Absolutely.

It is possible to automate replies on WhatsApp from Salesforce using tools that integrate both systems or with solutions like Harmonix AI, which let you define rules for automatic responses, follow-up messages, and custom workflows, all recorded in the CRM for professional management.

Can I manage other channels from the same panel as WhatsApp?

Yes, that’s one of the main advantages of an omnichannel solution like Harmonix.

You can manage WhatsApp, calls, emails, LinkedIn and more from a single panel integrated into your CRM.

This eliminates data fragmentation, centralizes information, and allows your team to be much more productive and faster every day.