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Integration Guide
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Written by Vangari Sai Sampath · Automation Specialist · Hyderabad, India  |  Reviewed June 2026

How to Connect WhatsApp Business and Salesforce

How to set up this integration (step-by-step)

1

Create a free Make.com account

Go to Make.com and sign up. The free plan includes 1,000 operations/month — enough for most automations.

Create free account →
2

Connect WhatsApp Business as the trigger

In Make.com, create a new scenario. Search for WhatsApp Business and choose your trigger event (e.g. "New message", "New record", "New row").

3

Connect Salesforce as the action

Add Salesforce as the next module. Map the data fields from WhatsApp Business to the corresponding fields in Salesforce.

✓

Test and activate

Run a test with real data. Once it works, turn on the scenario. Make.com will run it automatically — no more manual work.

⚡ Automate WhatsApp Business + Salesforce with Make.com →

Free plan · 1,000 ops/month · No credit card needed

About WhatsApp Business and Salesforce

💬

WhatsApp Business

Business Messaging

WhatsApp Business is the world's most popular business messaging platform, with over 200 million active business users globally. In India especially, WhatsApp is the primary channel for customer communication. The WhatsApp Business API integrates with HubSpot, Salesforce, and Shopify to automate order notifications, customer support, lead qualification, and marketing campaigns at scale via Make.com and Zapier.

  • 200M+ active business users globally
  • WhatsApp Business API for automation
  • Message templates for marketing and notifications
  • Integrates with HubSpot, Salesforce, and Shopify
  • Connects to Make.com and Zapier for workflow automation
Free app; API pay-per-message Try WhatsApp Business free →
☁️

Salesforce

Enterprise CRM

Salesforce is the world's #1 enterprise CRM platform, used by over 150,000 companies globally. It provides advanced tools for sales forecasting, pipeline management, customer service, and marketing automation. Salesforce is highly customisable and integrates with virtually every major business application via its AppExchange marketplace.

  • Advanced sales pipeline and opportunity tracking
  • AI-powered forecasting with Salesforce Einstein
  • AppExchange with 3,000+ integrations
  • Custom reports and real-time dashboards
  • Enterprise-grade security and compliance
30-day free trial Try Salesforce free →

⚡ Why connect WhatsApp Business + Salesforce?

Connecting WhatsApp Business and Salesforce with Make.com eliminates the manual work of copying data between the two tools. Automate data syncing, trigger actions in Salesforce when events happen in WhatsApp Business, and build workflows that save your team hours every week — all without writing any code.

Don't have these tools yet? Start free.

WhatsApp Business

Free app; API pay-per-message

World's most used business messaging with 200M+ business accounts.

Try WhatsApp Business free →

Salesforce

30-day free trial

The world's #1 enterprise CRM used by 150,000+ companies.

Try Salesforce free →

Calculate your time savings

18.3 Hours
Saved Per Month

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Frequently asked questions

How do I connect WhatsApp Business and Salesforce?
Use Make.com to connect them without code. Sign up free, create a scenario with WhatsApp Business as trigger and Salesforce as action. Setup takes under 10 minutes.
Is this integration free?
Yes. Make.com's free plan includes 1,000 operations/month — enough for most small teams. No credit card required to start.
Do I need coding skills?
No. Make.com is a visual drag-and-drop builder. You connect modules by clicking, not writing code.
What can I automate between WhatsApp Business and Salesforce?
Connecting WhatsApp Business and Salesforce with Make.com eliminates the manual work of copying data between the two tools. Automate data syncing, trigger actions in Salesforce when events happen in WhatsApp Business, and build workflows that save your team hours every week — all without writing any code.
What is WhatsApp Business used for?
WhatsApp Business is the world's most popular business messaging platform, with over 200 million active business users globally. In India especially, WhatsApp is the primary channel for customer communication. The WhatsApp Business API integrates with HubSpot, Salesforce, and Shopify to automate order notifications, customer support, lead qualification, and marketing campaigns at scale via Make.com and Zapier.
What is Salesforce used for?
Salesforce is the world's #1 enterprise CRM platform, used by over 150,000 companies globally. It provides advanced tools for sales forecasting, pipeline management, customer service, and marketing automation. Salesforce is highly customisable and integrates with virtually every major business application via its AppExchange marketplace.
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About the author — Vangari Sai Sampath · Automation & SaaS Specialist

Vangari Sai Sampath built Integration Directory to help businesses automate their SaaS workflows without writing code. Based in Hyderabad, India, he has hands-on experience with Make.com, Zapier, and 50+ tools covered in this directory, helping teams set up no-code automations that save hours every week.

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