Salesforce WhatsApp Integration
Connect Salesforce leads, opportunities, cases, tasks, renewals, and field follow-ups to WhatsApp workflows.
Leads
New Lead Response
Send a WhatsApp response when a Salesforce lead is created, including source, campaign, and owner.
Opportunities
Opportunity Stage Update
Notify the customer or owner when an opportunity changes stage, value, close date, or risk.
Tasks
Task Reminder
Send reps WhatsApp reminders for overdue calls, demos, quote follow-ups, and renewal tasks.
Service
Case Escalation
Route cases to supervisors when priority, SLA, customer tier, or owner changes.
Field Sales
Field Visit Handoff
Send field reps customer context, address, notes, and promised outcomes before visits.
Renewals
Renewal Alert
Notify account owners and customers before contract, subscription, or warranty renewal windows.
Approvals
Quote Approval Flow
Escalate quotes waiting for approval and send customers the approved next step.
Reporting
Pipeline Digest
Summarize hot leads, stalled opportunities, open cases, and missed activities in WhatsApp.
No matching workflows.
Build the module your business actually needs
Tell us about the workflow eating hours every week, the one held together by spreadsheets, ERP exports, and WhatsApp groups because it is too specific for any off-the-shelf tool. We scope it, build it, and ship it as a first-class Raqi module.
App integrations
Connect the tools your team already uses and turn real events into WhatsApp confirmations, reminders, documents, and follow-ups.
Salesforce WhatsApp Integration FAQ
What does the Salesforce WhatsApp integration do?
Raqi listens to events in Salesforce — new records, status changes, due dates, and exceptions — and turns each one into the right WhatsApp message to customers, drivers, or internal owners. Replies and updates flow back so the WhatsApp thread stays in sync with Salesforce.
Do we need to install anything inside Salesforce?
No engineering work on your side. Raqi connects through Salesforce's official APIs and webhooks. Your team keeps working in Salesforce exactly as before; we add the WhatsApp layer around it.
Who configures the workflows?
Raqi sets the workflows up with you. We map every trigger, message template, owner, and approval path against your real operation before anything goes live, so you launch with workflows that already match how your team works.
Where is our data stored?
Data stays in-region. Raqi runs on infrastructure hosted inside the GCC, and customer messages, attachments, and operational metadata never leave the region. Access controls, audit logs, and retention policies are configured per customer.
Do messages go out from our own WhatsApp number?
Yes. Raqi is an official Meta tech provider, so every workflow is delivered through your own verified WhatsApp Business number with your brand name, profile, and reply behavior — never a shared sender.
How do we get started with the Salesforce integration?
Book a discovery call. We will pick one workflow that is costing your team the most manual follow-up between Salesforce and WhatsApp, scope it together, then run it as a pilot before rolling out the rest.
