CRM · Custom integration
Salesforce + WhatsApp
Bring WhatsApp, Instagram and web chat conversations into Salesforce. MonoChat connects through its API, webhooks and custom functions, so leads, contacts and cases follow your chats.
- Salesforce
- Custom integration
What it can do
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Leads and contacts from chats
A new conversation creates or updates a lead or contact in Salesforce.
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Cases from support chats
Support requests become cases, with the conversation linked.
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Salesforce data in the chat
Your AI assistant and team see the customer’s Salesforce record while they answer.
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Messages from Salesforce
A record change can send an approved WhatsApp template.
Custom integration
How it connects
There is no ready Salesforce connector in MonoChat. Salesforce connects through MonoChat’s REST API and webhooks, custom functions that call the Salesforce API, and MCP. Your developers can set it up, or our team builds it with you.
Built with
- REST API and webhooks
- Custom functions
- MCP servers
- Custom views inside MonoChat
How a custom integration works
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Tell us what should sync
Send us a WhatsApp message with your software, your plan and what should move between it and your conversations.
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We agree the scope
We map the data, the events and the messages, and agree who builds it: your developers with our API, or our team.
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Build and test
The connection is built with MonoChat’s API, webhooks and custom functions, and tested on real conversations.
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Go live
Turn it on for your team and channels, and adjust it as your process changes.
FAQ
Frequently Asked Questions
Quick answers to the most common questions.
Is there a native Salesforce app in MonoChat?
No. Salesforce connects through MonoChat’s API, webhooks and custom functions, set up for your org.
Who builds the integration?
Your developers or Salesforce partner, using our API, or our team, as a project with you.
Can it run on-premises?
MonoChat itself can run on-premises on the Enterprise plan; the Salesforce connection works the same way.
Start automating today
Connect Salesforce to your conversations
Tell us about your setup on WhatsApp, and start free with MonoChat today.
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