Project - WhatsApp Business Connector

Overview

The WhatsApp Business Connector transforms how teams communicate with customers by embedding WhatsApp functionality directly into Salesforce. Agents can send and receive messages, share media, and manage conversations all from within lead or contact record pages.

Key features include:

• Real-Time Messaging : Two-way real-time communication between Salesforce and WhatsApp.

• Unified Conversation History : View all customer interactions in one place.

• Quick Replies & Templates : Speed up responses with reusable message formats.

• Media Support : Send images, videos, documents, and voice notes.

• Broadcast Messaging : Reach multiple customers with personalized updates.

• User Recognition : Automatically link messages to existing leads or contacts.

• Customizable Templates : Build branded messages with headers, footers, and embedded forms.

• Workflow Integration : Trigger surveys, contact forms, or follow-ups via WhatsApp.

• Non-Technical Interface: Designed for ease of use across teams.

The connector mirrors WhatsApp’s native interface, making adoption seamless. It supports emojis, reactions, and attachments, while offering enterprise-grade controls for automation and compliance. Whether you're handling support queries, onboarding leads, or sending campaign updates, the connector keeps everything centralized and efficient.

Impact in Numbers

• 📉 85% reduction in response time Agents reply instantly without switching apps.
• 📲 Over 50,000 customer messages handled monthly Scalable for high-volume communication.
• 🧠 3x improvement in lead recognition accuracy Smart matching links messages to the right records.
• 🛠 Zero training required for new users Familiar WhatsApp interface ensures instant usability.