How to Connect Salesforce to WhatsApp with DMHub

Salesforce is the CRM of record for hundreds of thousands of businesses. But its native WhatsApp capabilities require expensive add-ons and complex configuration. DMHub provides a simpler path: connect Salesforce to WhatsApp in minutes, sync contacts bidirectionally, and trigger WhatsApp messages from Salesforce workflows.

What the Integration Does

• Contact sync: Salesforce leads, contacts, and accounts sync to DMHub
• Workflow triggers: Salesforce Process Builder or Flow can trigger WhatsApp messages via DMHub
• Conversation logging: WhatsApp conversations log as activities on Salesforce records
• Custom field mapping: Map any Salesforce field to DMHub contact properties
• Opportunity tracking: Deal stage changes trigger relevant WhatsApp messages

Step-by-Step Setup

Step 1: Connect Salesforce

1. In DMHub, navigate to Settings > Integrations > Salesforce
2. Click Connect and log in with your Salesforce credentials
3. Authorize DMHub to access your Salesforce org
4. Select objects to sync: Leads, Contacts, Accounts, Opportunities

Step 2: Configure Field Mapping

Map Salesforce fields to DMHub:

| Salesforce Field | DMHub Field | |-----------------|-------------| | Phone / MobilePhone | WhatsApp Number | | FirstName + LastName | Contact Name | | Company / Account | Business Name | | LeadSource | Source | | Custom fields | Custom attributes |

Step 3: Set Up Workflow Triggers

Create Salesforce Flows that trigger DMHub actions:

New Lead Created:

• Trigger: Lead record created with MobilePhone populated
• Action: DMHub API call to send WhatsApp welcome message

Opportunity Stage Change:

• Trigger: Opportunity moves to "Proposal Sent"
• Action: WhatsApp message to contact with proposal summary and payment link

Case Created:

• Trigger: Support case opened
• Action: WhatsApp acknowledgment with case number and expected response time

Step 4: Enable Activity Logging

Configure DMHub to log WhatsApp activities back to Salesforce:

• Each WhatsApp message becomes a Task or Activity
• Conversation summaries are logged as Notes
• Engagement metrics update on the Contact/Lead record

Global Sales Use Cases

Enterprise sales team in Singapore: Follow-up sequence after trade shows. Business cards are entered as Salesforce leads, triggering a WhatsApp message: "Great meeting you at {{event}}. Here's the {{resource}} I mentioned." Response rate: 62%.

Pharma sales in the Middle East: Doctor visit follow-ups via WhatsApp after Salesforce logging the visit. Product information sheets sent as WhatsApp documents. Doctors engage 4x more on WhatsApp than email.

B2B sales in Brazil: Proposal follow-ups via WhatsApp when a Salesforce opportunity sits in "Negotiation" for more than 5 days. Deal velocity improved 30%.

Advanced: WhatsApp Engagement Scoring in Salesforce

Push WhatsApp engagement data from DMHub back to Salesforce lead scoring:

• WhatsApp message read: +3 points
• WhatsApp reply received: +10 points
• Link clicked in WhatsApp: +7 points
• WhatsApp call initiated: +15 points

Sales teams can prioritize leads based on WhatsApp engagement alongside traditional email and web engagement.

Getting Started

Salesforce stores the data. WhatsApp is the channel. DMHub bridges them so your sales team can reach prospects where they're most responsive, with full CRM context in every conversation.

---

Ready to connect Salesforce to WhatsApp? Start free with DMHub — no credit card required.