CRM integration

Native connector coming soon

Salesforce + WhatsApp via InfiQ

Bring WhatsApp into Salesforce the way your admins already automate everything else — Flows call the InfiQ API, webhooks write conversations back, and the audit trail stays intact.

Book a demo Read the API docs

How the data flows

Salesforce

your system

lead.created

InfiQ

rules + templates

→ welcome_lead

Customer

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Live sync

Why connect

What syncing Salesforce unlocks

Four flows teams typically wire up first when Salesforce starts talking to WhatsApp.

Flow-triggered messaging

Salesforce Flow HTTP callouts hit the InfiQ API at any automation step — lead assigned, opportunity stage changed, case escalated — sending the matching approved template.

Lead and contact sync

Sync Salesforce leads and contacts into InfiQ audiences for compliant, opted-in broadcasts, and create records from inbound WhatsApp enquiries automatically.

Case updates customers read

Service Cloud case status changes become WhatsApp notifications, and customer replies route back into your service queue via InfiQ webhooks.

Logging built for audits

Store message history against records with timestamps and delivery states — the paper trail regulated teams need when a conversation becomes a dispute.

How it works today

Connect today with webhooks and the REST API

No waiting on a connector: Salesforce and InfiQ can talk today over the same rails the native integration will use.

1
Create your API credentials
Sign in to the InfiQ dashboard and generate a scoped API key — it takes about a minute.
2
Wire Salesforce events to InfiQ
Point Salesforce's webhooks or automation layer at the InfiQ REST API, and subscribe to InfiQ webhooks for replies and delivery states.
3
Send approved templates
Trigger pre-approved WhatsApp templates with live data, and handle inbound replies in the shared team inbox or your own system.

Developer documentation

Example flows

Lead assigned in Salesforce → Flow callout → introduction template from the owner's queue
Case status changed → update template with reference number and next step
Inbound WhatsApp message → InfiQ webhook → Salesforce lead or case comment created

Endpoint references, payload examples and sandbox keys are in the developer docs.

Coming soon

Native Salesforce integration

A packaged integration with native Flow actions for template sends, scheduled contact sync and conversation logging to the activity timeline — so admins configure WhatsApp like any other Salesforce automation, without Apex.

Native integration coming soon — connect today via webhooks and the REST API. Flows you build now carry over unchanged when the connector ships: it replaces the wiring, not your templates or automations.

Connect via the API today →Ask about the roadmap →

Where it fits

Teams that pair Salesforce with WhatsApp

See how businesses in these industries run the flows above end to end on InfiQ.

Banking & Finance

Real Estate

All industry solutions

Where this integration fits

WhatsApp for Banking & FinanceSee how Banking & Finance teams run these flows end to end.WhatsApp for Real EstateSee how Real Estate teams run these flows end to end.WhatsApp Business APIThe official API and shared inbox behind every integration.Lead-generation WhatsApp templatesReady-to-edit templates to send from this integration.All WhatsApp integrationsConnect your CRM, store, payments and automation stack.

FAQ

Salesforce integration — common questions

Is the Salesforce integration available now?

Yes — you can connect Salesforce to InfiQ today using webhooks and the REST API. What is still in development is the native one-click connector; until it ships, the connection is API-based rather than point-and-click.

What can I automate between Salesforce and WhatsApp?

Flow-triggered template sends on lead, opportunity and case events, contact sync for broadcasts, case updates with two-way replies, and full conversation logging against records for audit and handover.

Do I need developers to set this up?

For the direct API route, yes — a developer typically wires up the first flow in a few hours using our docs at /developers. If you have no engineering bandwidth, you can bridge Salesforce and InfiQ through Zapier or Make without writing code. The native connector will remove the technical step entirely.

When is the native connector coming?

Native connectors roll out in phases and we do not publish dates we cannot keep — talk to us for the current roadmap. Building on the API today is safe: when the connector ships it replaces the plumbing, not your templates or message flows.

Put Salesforce on WhatsApp this week.

Start with the API today and switch to the native connector when it lands. Our team will map the flow in a 20-minute call.

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