Whapin is Salesforce's native WhatsApp Business console: your service, sales and support team receives, replies to, and follows up on every conversation with the contact, case and account always in view — without leaving the platform they already use every day.
Whapin is a WhatsApp Business console built natively into Salesforce. Your service, sales and support team receives, replies to, and follows up on WhatsApp conversations with the full customer context — contacts, cases, opportunities and accounts — always visible next to the conversation. It works on desktop and in the Salesforce mobile app, and connects to your WhatsApp Business number through Meta Cloud API.
No external tools or extra tabs required — it all happens inside Salesforce.
Every conversation shows the contact, account and related case, with real, up-to-date information.
Incoming conversations are assigned to available agents, with the option to transfer to another agent at any time.
Create a case, an opportunity, a task or an email right from the conversation, without switching screens.
Nothing gets left out of the conversation — and nothing that happens on WhatsApp gets left out of Salesforce.
An unassigned entry queue and "My conversations" for the ones already assigned, with an Online status for each queue you're part of.
CONSOLEREAL TIMEPhotos, videos, voice notes, documents and real-time location, just like in the WhatsApp app your customer uses.
ATTACHMENTSLOCATIONThe Case, the Contact and the Account appear next to the conversation — a central panel, with no screen switching.
CASECONTACTCreate a case, an opportunity, a task, an event or send an email straight from the conversation.
CRMPRODUCTIVITYStart conversations outside the 24-hour window with pre-approved templates — Whapin handles the whole flow.
METATEMPLATESA queue visible to the whole team, transfers in one click with an optional reason, and acceptance notices.
QUEUESTRANSFER
The Contact, the Case and their data appear next to the conversation — one central place, with no screen switching to understand the customer. The same Quick Actions let you create an opportunity, a case, a task or an event, all automatically related to that conversation's contact.
Everything in the same panel, with no need to look up the customer on another screen.
Priority, status and assignment, one click away from "View case".
Draft and send an email from a pop-up, with email templates available.
Opportunity, case, task or event, without re-entering the customer's data.
Draft and send an email from a pop-up, without leaving the chat.
Follow-up linked to the Contact, in one click.
Turn the chat into a real deal, with stage and close date.
Conversations come into a Service or Sales queue and are automatically assigned to an available agent. When needed, they're transferred to a teammate in a couple of clicks, with an optional reason and an acceptance notice.
The whole team can see which conversations are waiting for an agent.
A supervisor sees how many conversations each agent has, in real time.
With an optional reason, to give the next agent context.
The conversation doesn't change owner until the new agent accepts it.
Handle, reply to and transfer conversations from the Salesforce mobile app, with the same desktop Quick Actions available from each conversation's menu.
Conversations, New conversation and Templates, just like on desktop.
Create a case, task, opportunity, event, or send an email, with a tap.
Switch agents without going back to a computer.
🎙️ Voice notes sent by the customer are received and play back fine on mobile. To record and send a voice note, we currently recommend using the Whapin desktop version.
A simple flow, with no manual steps or copy-pasting between platforms.
To your WhatsApp Business number, connected through Meta Cloud API.
Service, Sales, or whichever queue you define — based on simple assignment rules.
Contact, Case and Account in view, without leaving the conversation or switching screens.
Reportable in the same Salesforce Reports & Dashboards your team already uses.
What we've covered so far, plus two new cases: the bot that answers questions and automatic alerts to the team.
A Flow or Apex triggers the notification: to a customer, the team, or the whole organization.
A Salesforce event sends the same message to an entire group within the same minute.
Every conversation the company has, in one place, with Salesforce right alongside it. Office, remote, or on the road.
The customer asks and Whapin replies instantly with Salesforce data: invoices, cases, balances. 24/7.
Whatever happens in the channel reaches the team on their WhatsApp, without watching the inbox.
Built on top of the world's #1 CRM, by a Salesforce Partner since 2009. Using the same objects, permissions and processes you've already set up in your org.
The latest additions to Whapin, focused on larger attachments and more visibility into what happens in each conversation.
Videos, voice notes and documents up to 16 MB — up from a previous limit of around 3.5 MB.
Heavy photos are compressed before sending, with no action needed from the agent.
The (⋮) menu on each mobile conversation now includes the same actions as desktop.
Messages now show if WhatsApp couldn't deliver them, so agents can follow up another way.
Fixed the flow for starting conversations by selecting a line and a template.
Each conversation's header now shows the account related to the contact.