Customer messages your WhatsApp number
Any inbound WhatsApp message — text, media, location, or voice note — arrives through your verified WhatsApp Business number.
The situation
Your customers are already on WhatsApp. Salesforce just can’t see it.
WatBox brings customer WhatsApp conversations into Salesforce so your team can own the relationship, keep the CRM current, and maintain the oversight your business needs.
Native to Salesforce
Consent & audit trail
Zero copy-paste
4.9 · 500+ teams trust WatBox
Available on Salesforce AppExchange
Available on Salesforce AppExchange
Customer message, automatically logged
WhatsApp
WatBox
Salesforce
WhatsApp
WatBox
Salesforce
Contact
Google Ads enquiry
Contact us
Tell us about your Salesforce setup and WhatsApp use case. The submission goes directly to the WatBox Salesforce team.
98%
Open rate on WhatsApp
3 min
Average read time
30x
Higher reply vs email
54%
Engagement uplift
What breaks today
WhatsApp is active. Salesforce is incomplete.
These are the gaps WatBox is built to close, the moment customer conversations start moving faster than your CRM updates.
01
Conversations on personal phones
Reps message customers from their own handsets. When someone leaves, the thread and often the relationship leaves with them.
02
A shared inbox nobody reconciles
Messages sit in a separate tool while the CRM stays empty. Nobody updates two systems, so pipeline data quietly rots.
03
No audit trail when it matters
Branches, dealers and partners run their own numbers. No consent record, no oversight, nothing to show when compliance asks.
TRUSTED BY GLOBAL BRANDS
Trusted by 500+ companies to
Trusted by 500+ companies to
automate conversations across Salesforce.
How it works
From WhatsApp message to
From WhatsApp message to
Salesforce record, automatically
No middleware, no manual logging. WatBox is a native Salesforce managed package — every message writes straight to your org.
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Step 01
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WatBox matches it to a record
The conversation is logged against the matching Lead, Contact, Account, or Case — or a new record is created automatically.
Step 02
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Your rep replies from Salesforce
No separate app. Reps send and receive WhatsApp messages directly from the record they're already working in.
Step 03
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The full thread stays on the record
Consent, ownership, and conversation history stay in Salesforce — visible to the whole team, ready for reporting and audit.
Step 04
Enterprise Certified
100% Native.
100% Native.
Officially Partnered.
WatBox isn't just an integration—it's an ecosystem native app. As official Salesforce and Meta Business Partners, we guarantee enterprise-grade security, instant API updates, and zero data leakage outside your org.
Native Salesforce App
Built directly on the Salesforce platform, WatBox ensures your data never leaves your CRM. Enjoy seamless integration with standard objects, Flows, and reporting while meeting the highest enterprise security standards.
Verified Meta Partner
As an official Meta Business Partner, WatBox provides direct, approved access to the WhatsApp Business API. Skip the complex approval queues, eliminate third-party risk, and get your team communicating efficiently.
What you can do
Everything your team needs to run
Everything your team needs to run
WhatsApp inside Salesforce
One inbox for every conversation — inside the CRM your team already runs on.
Two-way WhatsApp messaging
Send and receive WhatsApp messages from any Lead, Contact, Account, or Case — no separate app, no exporting, no lost history.
Templates with merge fields
Pre-approved WhatsApp templates that pull live data from the Salesforce record.
Broadcast campaigns
Send personalized broadcasts to segmented Leads, Contacts, or custom lists — with merge fields and scheduling, tracked like every other conversation.
AI auto-replies
Keyword and AI-driven replies answer common questions instantly, day or night, before a rep ever has to.
WhatsApp Calling
Make and receive WhatsApp voice calls from any Salesforce record — every call auto-logged alongside the chat thread.
Rich media & documents
Images, PDFs, location pins, and contact cards, all logged on the record automatically.
WhatsApp Coexistence
Keep using the WhatsApp Business app on your phone while also using WatBox in Salesforce — the same number works in both.
Product experience
This is what your reps actually see
Watch WatBox in Action
This is a real-time simulation of how a sales rep closes a deal using WhatsApp directly inside Salesforce. Stop switching tabs, eliminate manual data entry, and keep full context.
Instant Lead Response
Respond to WhatsApp inquiries within seconds, not hours
Auto-Logged to CRM
Every message is captured on the Contact record automatically
Automated Outreach
Trigger standard replies based on conversation context and Flows
Live inside Salesforce · WhatsApp thread
WhatsApp Business
Live
Hi, is the Q4 quote ready yet? 👋
Yes! Sending it over now — logged to your account ✅
Perfect, thank you!
◆Lead
◆Contact
◆Account
◆Case
Use cases
Built for Admins, not just Sales.
See why WatBox wins against legacy aggregators.
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Capabilities
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WatBox.ai
RECOMMENDED
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Standard Tools
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Fast Deployment (Hours)
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Pro-Serv Required (Weeks)
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Guided Partner Onboarding
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Manual Approval Bottlenecks
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100% Native
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External Tab/iFrame
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✓
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✕
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Stop switching apps. Get a native WhatsApp Salesforce Integration with WatBox.
Implementation
Getting started is structured and guided
1
Connect
Link your WhatsApp Business number to WatBox inside Salesforce.
2
Map
Choose which Salesforce objects receive messages and logs.
3
Build
Set up approved templates and AI auto-replies.
4
Go live
Start sending and receiving — track everything in Salesforce reports.
Frequently Asked Questions
Is WatBox native to Salesforce?
Yes. WatBox connects to the WhatsApp Business API and installs as a native Salesforce managed package. Reps send and receive WhatsApp messages — text, media, location, documents, voice notes, and WhatsApp Calls — directly from any Lead, Contact, Account, or Case record, with no external dashboards or separate logins.
Do I need a WhatsApp Business API account?
Yes — you'll need a WhatsApp Business API account through Meta Business Manager. As a certified Meta Business Partner, WatBox provides guided onboarding to navigate the approval process and remove common roadblocks.
Can I send bulk WhatsApp broadcasts from Salesforce?
Yes. Send personalized broadcasts to Leads, Contacts, or any custom Salesforce list using Meta-approved templates with merge fields. Delivery, read, and reply rates are tracked natively in Salesforce reports.
Is WatBox GDPR compliant?
Yes. All data stays inside your Salesforce org — WatBox does not store messages externally. Consent management, retention policy, and opt-out handling are built in, and WatBox has passed Salesforce's AppExchange security review.
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 common questions, qualifying leads, and escalating to a human agent when needed. Every conversation stays in Salesforce.
How much does WatBox cost?
Pricing depends on your Salesforce org size, message volume, and AI usage. Book a demo for a custom quote.
Let's show you how WhatsApp works inside your Salesforce.
See your WhatsApp conversations land on the right Lead, Contact, or Case — no copy-paste, no side inbox.