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Seamless Salesforce and WhatsApp Integration

ConvoForce empowers businesses to connect Salesforce with WhatsApp for efficient, real-time communication. Streamline customer interactions, automate processes, and boost engagement without leaving your CRM.

Convoforce

Our Services

This ConvoForce to Whatsapp integration empowers businesses to communicate seamlessly with customers, leads, and partners directly from Salesforce. It provides a unified communication experience without relying on external applications, ensuring efficiency, transparency, and real-time engagement.

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Automated Lead Creation

When a new WhatsApp message is received from an unknown number, a Lead record is automatically created in Salesforce.Reduces manual data entry and ensures no customer inquiry is missed.

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Support for Standard & Custom Objects

The integration works with all Salesforce standard and custom objects.Users can initiate WhatsApp communication directly from any object record (e.g., Account, Contact, Opportunity, Case, or custom objects).

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Bi-Directional Communication

Enables two-way messaging between Salesforce users and WhatsApp contacts.All incoming and outgoing messages are logged in Salesforce for complete conversation tracking.

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Broadcast Messaging

Allows sending bulk WhatsApp messages to multiple records from any Salesforce object.Ideal for announcements, promotions, or mass updates.

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Broadcast History & Tracking

Complete broadcast message history is stored and can be tracked by month or year.Helps in monitoring communication volume and analyzing engagement trends.

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Template Messaging

Create and send approved WhatsApp templates directly from Salesforce.Supports Marketing, Utility, and Authentication template categories.Ensures compliance with WhatsApp Business policies.

Why ConvoForce Works for You

ConvoForce connects Salesforce with WhatsApp, enabling seamless bi-directional communication directly within Salesforce. Your team can send and receive messages, files, audio, video, stickers, broadcasts, and keep full conversation history—without switching apps.

From sales and support to marketing and operations, ConvoForce streamlines engagement: share quotes or invoices, send updates to thousands, or automate notifications. The result—faster responses, higher satisfaction, and stronger customer relationships that drive growth.

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Why Choose ConvoForce?

When selecting an integration solution, you need a partner that's reliable, innovative, and aligned with your goals. Here's why ConvoForce stands out:

Expertise

Expertise

Our team consists of certified Salesforce developers and WhatsApp API specialists with years of experience in building custom integrations. We've successfully deployed solutions for businesses of all sizes, ensuring seamless connectivity that adheres to the latest API standards and security protocols.

Client-Centric Approach

Client-Centric Approach

At ConvoForce, we prioritize your unique needs. From initial consultation to deployment, we tailor the integration to fit your workflows, incorporating feedback at every step to deliver a solution that feels like an extension of your team.

Result-Driven Solutions

Result-Driven Solutions

We focus on measurable outcomes. ConvoForce isn't just about connecting apps—it's about delivering ROI through improved response times, reduced manual errors, and enhanced data synchronization. Clients report up to 40% faster communication cycles and better customer retention.

Collaborative Partnership

Collaborative Partnership

We believe in long-term relationships. Our collaborative model involves regular check-ins, joint planning sessions, and scalable solutions that evolve with your business. You're not just a client; you're a partner in innovation.

Choose Plan That's Right For You

Select the perfect ConvoForce plan to integrate Salesforce with WhatsApp. Whether you're starting small or scaling up, our plans offer the features you need for seamless communication.

Free

Test the basics of ConvoForce integration

$0

  • 2 User
  • Basic Messaging

Pro

Unlock advanced features for growing teams

$8

Save $50 a year
  • 10 Users
  • Bi-Directional Communication

Business

Enterprise-level integration with full features

$16

  • Unlimited Users
  • Advanced Tracking & Analytics
  • Custom Templates

How ConvoForce Works

ConvoForce operates as a robust middleware that syncs Salesforce data with WhatsApp's messaging capabilities. Once integrated, users can initiate chats from Salesforce records (like leads or opportunities), receive inbound messages that auto-update CRM fields, and leverage advanced features for multimedia sharing and broadcasting. The setup is straightforward: we handle API configurations, webhook setups, and custom mappings to ensure everything runs smoothly.

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What Services Does ConvoForce Provide?

ConvoForce offers a comprehensive suite of services centered around Salesforce-WhatsApp integration:

  • Bi-directional messaging for real-time conversations.
  • File sharing capabilities for PDFs, docs, audio, video, and stickers.
  • Broadcast messaging to send bulk updates or promotions.
  • Conversation history logging directly into Salesforce for easy reference and compliance.
  • Custom automation, such as triggering WhatsApp notifications from Salesforce workflows.
  • Analytics and reporting on message engagement and response rates.
  • Integration consulting, deployment, and training for your team.

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What Industries Does ConvoForce Work With?

ConvoForce is versatile and has been successfully implemented across various sectors, including:

  • E-commerce and retail for order updates and customer queries.
  • Financial services for secure notifications and client consultations.
  • Healthcare for appointment reminders and patient follow-ups (compliant with privacy standards).
  • Real estate for property inquiries and virtual tours via video.
  • Education for student communications and event broadcasts.
  • Manufacturing and logistics for supply chain updates. We customize the integration to meet industry-specific regulations and needs.

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Can You Work with Existing Design or Development Frameworks?

Yes, ConvoForce is highly flexible. We can integrate with your current Salesforce setups, custom apps, or third-party tools. Whether you're using Lightning Experience, Apex code, or other frameworks like MuleSoft, our experts adapt to your environment to minimize disruptions and leverage existing investments.

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What Is the Typical Timeline for a Project?

Project timelines vary based on scope, typically ranging from a few weeks to several months.

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How Can ConvoForce Help My Business?

ConvoForce streamlines your operations by bringing customer communications into one centralized platform. For sales teams, it means quicker follow-ups and personalized outreach. Customer support can resolve issues faster with multimedia evidence. Marketing benefits from targeted broadcasts, while overall, it reduces app-switching fatigue, minimizes data entry errors, and provides a unified view of interactions. Businesses using ConvoForce see improved efficiency, higher customer satisfaction, and better data-driven decisions.

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Do You Offer Ongoing Support and Maintenance After the Project Is Completed?

Absolutely. We provide tiered support plans, including 24/7 monitoring, regular updates to accommodate API changes from Salesforce or WhatsApp, bug fixes, and feature enhancements. Our maintenance packages ensure your integration remains secure, performant, and up-to-date, with options for on-demand assistance or dedicated account managers.

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How Involved Will I Be in the Project Development?

Your involvement is customizable based on preference. We encourage active participation through milestone reviews, feedback sessions, and demos. For hands-off clients, we handle everything independently while keeping you informed via progress reports. Typically, clients are most involved in the requirements gathering and testing phases to ensure the final product meets expectations.

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Can You Help with Website or App Maintenance and Updates?

While our core focus is the Salesforce-WhatsApp integration, we offer extended services for related website or app maintenance. This includes updating connected web portals, optimizing mobile apps that interface with WhatsApp, and ensuring compatibility with future updates. If your project involves web/app elements tied to ConvoForce, we're equipped to manage ongoing maintenance.

What Our Customers Say

Hear from businesses transforming their communication with ConvoForce

Game-Changing Integration

"ConvoForce has revolutionized our customer service! The bi-directional messaging and easy file sharing have cut our response times in half. It's seamless and intuitive—highly recommended!"

Sarah L.

Sarah L.

Customer Support Manager at RetailPro Inc

Boosted Engagement

"Integrating Salesforce with WhatsApp via ConvoForce was a game-changer for our sales team. Broadcasting promotions and tracking history in one place has boosted our engagement rates significantly."

Mike T.

Mike T.

Sales Director at FinTech Solutions

Smoother Operations

"This tool made our daily operations so much smoother. Sending videos and stickers adds a personal touch, and the support from the ConvoForce team was top-notch throughout."

Sarah L.

Priya K.

Marketing Lead at HealthCare Partners

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