WatBox is a Salesforce-native multichannel communication platform that unifies Salesforce WhatsApp integration, Salesforce SMS integration, CTI / telephony inside Salesforce, AI Receptionist, and AI Insights — all in a single managed package installed from Salesforce AppExchange. Every customer conversation lives inside Salesforce against one record.

How does Salesforce WhatsApp integration work with WatBox?

WatBox provides full Salesforce WhatsApp integration via the WhatsApp Business API. It connects WhatsApp Business with your Salesforce org as a managed package, so reps send and receive WhatsApp messages — text, media, location, documents, voice notes, and WhatsApp Calls — directly from any Salesforce record. WatBox is an official Meta Business Partner and Salesforce AppExchange app.

How does WatBox handle Salesforce SMS integration?

WatBox provides full Salesforce SMS integration — inbound and outbound text messages natively inside any Salesforce record, with templates, personalized bulk sends, flow automation, a unified SMS Inbox, and AI conversation insights. Reps send and receive SMS without ever leaving Salesforce.

Does WatBox provide CTI for Salesforce?

Yes. WatBox is a full CTI for Salesforce (Computer Telephony Integration) — a 14-feature suite including click-to-dial, a web softphone, IVR routing, hold queues, call recording, AI transcription, dedicated business numbers, inbound screen pop, and auto call logging. Everything runs inside Salesforce Lightning.

Can I run a telephony system inside Salesforce with WatBox?

Yes. WatBox is a complete telephony system inside Salesforce. Reps make and receive calls from a softphone embedded in Lightning, get IVR routing and queues, see screen pop with full customer context, record and transcribe calls, and log every interaction automatically against the Salesforce record.

What is the WatBox AI Receptionist?

The WatBox AI Receptionist is an always-on AI voice agent that answers inbound calls 24/7 inside Salesforce. It greets callers, qualifies inquiries, books demos, routes to the right rep, and logs every conversation as a transcribed activity on the Salesforce record.

Does WatBox support AI bots like ChatGPT inside Salesforce?

Yes. WatBox integrates ChatGPT and custom AI bots inside Salesforce to auto-respond on WhatsApp and SMS, qualify leads, triage cases, generate call transcripts, and surface AI Insights on customer conversations 24/7.

Is WatBox a Salesforce-native app?

Yes. WatBox is 100% Salesforce-native and listed on Salesforce AppExchange. It installs as a managed package, runs entirely inside Salesforce Lightning, respects your existing security model, and writes all data into standard Salesforce objects — no external CRM or middleware required.

Is there a free trial?

Yes. WatBox offers a 15-day free trial with no credit card required.

Channel · WhatsApp

WhatsApp,
inside Salesforce.

Name: WatBox
Brand: Whatsapp
Rating: 5 (6 reviews)

Two-way WhatsApp conversations on every Salesforce record. Send templates, run broadcasts, automate replies with AI, and keep every message attached to the right Lead, Contact, or Case — no copy-paste, no third-party inbox.

Book a Demo All Channels

4.9 ★★★★★ · 500+ teams trust WatBox · Salesforce AppExchange

WhatsApp Business

98%

open rate

Sara Klein

Contact · Hot Lead

Logged on Salesforce

+54% engagement uplift

Hey! Loved the demo last week 🙌

10:42 · ✓✓

Live · WhatsApp API

98%

Open rate on WhatsApp

3 min

Average read time

30x

Higher reply vs email

54%

Engagement uplift

Features

Everything you need —
in Salesforce.

Two-Way Conversations

Send and receive WhatsApp messages directly inside Salesforce Lightning — every reply is logged on the right Lead, Contact, or Case automatically.

Approved Templates

Use Meta-approved WhatsApp Business templates for marketing, order updates, OTPs, payment reminders, and customer notifications — all compliant out of the box.

Broadcast Campaigns

Send personalized WhatsApp broadcasts to segmented lists — Leads, Contacts, or custom audiences from any Salesforce object, with merge fields and scheduling.

WhatsApp Calling

Make and receive WhatsApp voice and video calls directly from any Salesforce record — no separate dialer, no missed customer calls. Every call auto-logged.

WhatsApp Coexistence

Keep using the WhatsApp Business app on your phone while also using WatBox in Salesforce. The same number works in both — agents and customers stay in sync.

Voice Notes & Transcripts

Send and receive WhatsApp voice notes from Salesforce. Inbound voice notes are auto-transcribed by AI and attached to the record as searchable text.

AI Auto-Replies

Set up keyword-based auto-replies and AI-driven conversational responses so customers get instant answers, day or night, in 50+ languages.

Full Message History

Every WhatsApp conversation — inbound and outbound — is permanently logged on the Salesforce record with media files, timestamps, and agent attribution.

Inbound to Salesforce

WhatsApp inbound messages create or update Leads, Contacts, and Cases automatically — no manual data entry, no missed conversations.

Embedded Signup Forms

Capture opt-ins via embedded WhatsApp signup forms — fully compliant with Meta's opt-in rules and recorded with consent metadata.

Click-to-WhatsApp Ads

Run Meta Click-to-WhatsApp ad campaigns and capture every lead in Salesforce in real time, with full attribution back to the ad set.

Reports & Dashboards

Native Salesforce reports for delivery rates, response times, agent activity, template performance, and campaign ROI.

Multi-Number Support

Run multiple WhatsApp Business numbers from one Salesforce org — assign by team, geography, brand, or campaign.

Media & Documents

Send images, videos, PDFs, audio messages, and location pins. Receive attachments and have them stored on the Salesforce record.

Quick Replies

Save and re-use frequently sent messages as quick replies — agents respond 5x faster without losing the personal touch.

How it Works

From zero to live —
in days, not months.

Connect your WhatsApp Business account

Link your Meta Business Manager and verified WhatsApp Business number to WatBox inside Salesforce — guided setup, no developer required.

Map fields to Salesforce

Choose which Salesforce objects (Lead, Contact, Case, custom) receive inbound messages and outbound logs. Map merge fields for personalization.

Build templates & flows

Create Meta-approved templates in WatBox. Trigger them from Salesforce Flow, Apex, or any standard process. Set up AI auto-replies for common queries.

Go live & track

Start sending and receiving. View all activity in native Salesforce reports — delivery, replies, conversions, agent performance.

Use Cases

See how teams
put this to work.

Sales follow-ups in seconds

A new Lead lands in Salesforce. WatBox sends an automated WhatsApp welcome via an approved template — and when the lead replies, the conversation lands on the Lead record for your rep to continue. No copy-paste, no missed handoffs.

Order & payment notifications

Trigger WhatsApp notifications from any Salesforce process — order confirmations, shipment tracking, payment reminders, appointment confirmations. All compliant, all logged, all personalized.

Customer support that scales

Inbound WhatsApp messages auto-create Cases. AI categorizes, routes, and even responds to common questions. Agents see full chat history and customer context on every Case.

Marketing campaigns that convert

Run targeted WhatsApp campaigns to segmented Salesforce lists — abandoned cart recovery, seasonal promotions, product launches. Track every reply and conversion natively.

FAQ

Common
questions.

Is WatBox WhatsApp integration native to Salesforce?

Yes. WatBox is built natively on the Salesforce platform and listed on the Salesforce AppExchange. WhatsApp messages, templates, and broadcasts run entirely inside your Salesforce org — no external dashboards, no separate logins.

Do I need a WhatsApp Business API account?

Yes. You'll need a WhatsApp Business API account through Meta Business Manager. WatBox guides you through the connection process and provides documentation. As a Meta Business Partner, we can also help you get verified faster.

Can I send bulk WhatsApp broadcasts from Salesforce?

Yes. You can send personalized broadcasts to lists of Leads, Contacts, or any custom Salesforce object using Meta-approved templates with merge fields. Delivery, read, and reply rates are tracked natively in Salesforce reports.

Are WhatsApp messages compliant with Meta's rules?

Yes. WatBox enforces Meta's template approval rules, opt-in requirements, 24-hour customer service window, and rate limits automatically. We're a verified Meta Business Partner.

Can AI auto-respond to inbound WhatsApp messages?

Yes. WatBox includes a built-in AI Layer that can auto-respond to inbound WhatsApp messages — answering FAQs, qualifying leads, booking meetings, and escalating to human agents when needed. All conversations remain in Salesforce.

How much does WatBox WhatsApp cost?

Pricing depends on your Salesforce org size, message volume, and AI usage. WatBox is significantly more cost-effective than stitching together Twilio, a third-party inbox, and a Salesforce connector. Book a demo for a custom quote.

Bring every conversation into Salesforce.

Talk to our team — we'll show you how WatBox replaces three apps and lands every message, call, and AI insight on the right Salesforce record.

Book a Demo Email Us

All channels — one platform

Telephony

SMS

AI Layer

Level up WhatsApp Integration with Salesforce

Start with a 15 day trial for you to taste the CRM + WhatsApp interactions!

Start with 15-days trial

A Inno Valley Works Product

WhatsApp,inside Salesforce.

Everything you need —in Salesforce.