Overview

Bridge the gap between your Salesforce CRM and WhatsApp conversations. Import contact data, view customer context during chats, and automate messaging based on Salesforce triggers. Ideal for sales teams managing high-value accounts who need instant, personal communication.

What you can do:

• Import contacts from Salesforce with full contact history
• View lead and account details while chatting on WhatsApp
• Send automated messages when deals update or leads change status
• Create support cases directly from WhatsApp conversations
• Track WhatsApp interactions alongside other customer touchpoints

Key Features

Contact Import & Sync

Instantly access your entire Salesforce contact database in Wati. Customer phone numbers, account details, and deal history appear automatically when they message you on WhatsApp.

Contextual Conversations

See complete customer profiles during WhatsApp chats. View recent deals, support cases, account value, and interaction history without switching between platforms.

Automated Messaging

Set up triggers to send WhatsApp messages when opportunities change stages, leads get assigned, or accounts need attention. Keep customers informed automatically.

Real-time Updates

When customers respond via WhatsApp, their information updates in Salesforce immediately. Keep your CRM data fresh without manual data entry.