Skip to content

Salesforce and SmartChat working together.

Connect Salesforce in the AI Chat. Then SmartChat reaches out to leads on WhatsApp and keeps your records up to date.

Start now

After the demo, your sales team gets in touch.

A new lead in Salesforce can instantly trigger a friendly message on WhatsApp. The record itself stays where your team works.

  • Right after the event

    As soon as Salesforce reports the event, the automation starts.

  • With the name from the record

    Details from the event can be used in the message.

  • As an approved template

    SmartChat AI writes the template and submits it to Meta.

What an automation in Salesforce can run.

The connection's list includes these actions, among others. SmartChat AI picks the one that fits your goal.

  • Create a lead in Salesforce for every sign-up for the product demo.

    Create lead

    Creates a new lead. An assignment rule can assign it right away.

  • Look up the contact in Salesforce by phone number before you create anything.

    Find contact

    Searches contacts by name, address or phone.

  • Save the feedback of every contact who replies to the survey.

    Change contact

    Only changes the fields you name.

  • Create a task in Salesforce when someone responds to the quote message.

    Task and note

    Creates tasks, completes them and attaches notes to records.

  • Create an opportunity as soon as a prospect books a consultation.

    Create opportunity

    Creates a sales opportunity and searches existing ones.

  • Add everyone who signed up at the trade fair to the matching campaign.

    Fill campaign

    Adds contacts or leads to a campaign.

How an event gets from Salesforce to SmartChat.

Salesforce sends events to the secret webhook address of an automation. If it can't do that itself, a tool like Make, Zapier or n8n helps in between.

  1. A lead changes

    For example, the status changes to Contacted or a new lead is created.

    Salesforce

  2. The data goes to SmartChat

    Ideally, the message contains the phone number and the fields you need in the message.

    webhook

  3. The filter kicks in

    You only let through cases where a field matches the value you want.

    Filters

  4. The message goes out

    SmartChat finds the contact by the number. If it's missing, the step is skipped.

    WhatsApp

Three businesses, three workflows.

Every business uses the same connection for something different. The messages show how it arrives for the contact.

Prospects get the login details for the trial and the team gets a task.

Anyone who books a consultation finds out ahead of time what to bring.

Applicants get a confirmation of receipt, and the HR manager gets a task.

In three sentences to a running automation.

SmartChat AI turns your goal into an automation and shows it to you before it starts. Changes can be undone.

  1. 1

    Name the goal

    You describe the trigger and the message in plain words.

    As soon as a new lead is created in Salesforce, they get a welcome on WhatsApp.
  2. 2

    Add an action

    The automation can also do something in Salesforce.

    Also create a task for my sales team.
  3. 3

    Check and switch on

    You see the trigger, steps and message and switch the automation on.

    Show me the automation first.

Sales work with and without integration.

Often today

  • New leads wait until someone has time.
  • Tasks only get created when someone notices them.
  • Everyone writes messages to prospects differently.
  • Existing customers get mixed up with leads.

With Salesforce in SmartChat

  • The welcome goes out on WhatsApp as soon as the event arrives.
  • An automation creates the task in the CRM by itself.
  • The message comes from an approved template.
  • The contact is matched by phone number before anything new is created.

What prospects read on the lock screen

  • Right in view

    The first line shows what it's about.

  • Reviewed by Meta

    Messages outside the inbox only use approved templates.

  • Replies come to you

    Everything the contact writes back shows up in the inbox.

Connect Salesforcewithout filling out a form.

You sign in at Salesforce. Your password stays with Salesforce.

  1. You write it in the AI Chat

    Tell SmartChat AI that you want to connect Salesforce. A card with a button appears.

    AI Chat

  2. You sign in

    In the Salesforce sign-in window, you pick your account and allow access.

    Salesforce

  3. Connected and ready

    Now an automation can carry out actions in Salesforce.

    Connected

Answers about Salesforce and SmartChat.

How do I set up the connection to Salesforce?

You say in the AI Chat that you want to connect Salesforce. SmartChat AI shows a card with a button. One click opens the Salesforce sign-in window, where you pick your account and allow access.

Where do I enter my Salesforce password?

Only at Salesforce itself, in the sign-in window. SmartChat never sees your password.

How does SmartChat react to a new lead?

Every automation can have the trigger Event from an app and has a secret webhook address. Salesforce or a tool like Make, Zapier or n8n sends the event there, and then your automation starts.

What does matching a contact mean?

SmartChat searches Salesforce for the contact by phone number or address and creates or updates it. That way, no duplicate entries are created.

Does the event need to include a phone number?

Yes, for WhatsApp. If it's missing, SmartChat can't send anything and skips the step. Some programs only send IDs instead of values, then Make, Zapier or n8n fetches the values.

Which actions are there for leads and opportunities?

According to the connection's list, leads, contacts, tasks, notes and opportunities can be created, and contacts, leads and opportunities can be searched. Contacts can be updated, tasks completed, and contacts or leads added to a campaign.

Do unconfirmed contacts also get the message?

Yes, automations also reach contacts who haven't confirmed their consent yet. Unsubscribed contacts are not reached by any automation.

Does SmartChat sync my pipeline automatically?

No. SmartChat works with events that arrive at the automation and with actions it carries out. There's no ongoing sync between both sides and no automatic pipeline control.

Which role do you need to set it up?

Only admins build and change automations with SmartChat AI. Everyone else on the team works in the inbox.

Can I undo changes?

Yes. SmartChat AI shows the automation before it runs, and changes can be undone.

How many automations can I use?

An automation with Salesforce counts as an additional one. Free and Starter only have the fixed automation for new contacts, Basic includes three (one of them fixed), Pro as many as you like.

What are the costs?

Free costs €0, Starter €299, Basic €499 and Pro €999 per month, plus VAT. Sending and automation runs use no credits. Meta's fees for messages are listed here.

Why does SmartChat work with templates?

Outside the inbox, Meta only allows templates that have been reviewed and approved. SmartChat AI writes and submits them. Replies within the open window go directly through the inbox.

What happens after STOP?

If someone writes STOP, SmartChat unsubscribes them immediately. After that, they won't get any more messages from automations.

Turn leads into conversations. In 60 seconds your system is ready.

Enter your website, and SmartChat AI builds your landing page, confirmation and thank-you message in 60 seconds. Then you connect Salesforce in the AI Chat.

Start for free