Salesforce WhatsApp integration

A Salesforce WhatsApp integration that answers your customers and creates the lead itself

Mando AI's agent answers on WhatsApp, Instagram, Messenger and your website from your own content. When a customer is ready for sales, it creates the Salesforce lead, filled in and checked against the leads you already have.

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Free plan forever, 14-day money-back guarantee

24/7Answers WhatsApp, Instagram, Messenger and web

$0To start, the AI agent included

$59/moGrowth: AI Actions that create Salesforce leads

Teams replying faster with Mando AI

Case study

The problem

Your WhatsApp leads never reach Salesforce on their own

Sales works in Salesforce. Customers write on WhatsApp. Someone has to carry every lead across, and on a busy day nobody does.

WhatsApp sits outside your org

Customers message the sales number and the reply comes from someone's phone. The lead lives in a chat thread, not in a record anyone can report on.

In Salesforce, WhatsApp is an add-on

WhatsApp, SMS and social channels come with the Digital Engagement add-on at $75 per agent a month, on top of Service Cloud seats from $165 to $550.

The AI is metered

Agentforce is billed at $2 per conversation, or with Flex Credits, and it needs a Data Cloud subscription.

Duplicates and converted leads

A rushed connection creates a second lead for someone already in your org, or fails on a lead that was converted months ago.

How Mando AI solves it

A Salesforce WhatsApp integration with an AI agent in front

The agent holds the conversation. Salesforce gets a clean lead.

The agent answers first

WhatsApp, Instagram, Messenger and your website chat reach one AI agent that answers from your own content, in English or Arabic. The customer gets an answer at 11pm, and sales gets the lead in the morning.

A lead, created in Salesforce

An AI Action, written in plain words, collects what sales needs. Then it creates the lead with name, email, phone, company and number of employees in their own fields.

Checked against your org first

It looks for the lead by exact email, then exact phone. A match is only filled in, never overwritten. A converted lead is left alone and a new lead is created, and anything without a field of its own goes into a note on the lead.

No add-on, no per-conversation AI fee

WhatsApp connects on any Mando AI plan, and the AI agent is in every plan. Creating Salesforce leads starts on Growth at $59 a month. For the full picture, see Mando AI vs Salesforce Service Cloud.

What it does

WhatsApp for Salesforce, and every other channel

What happens between a customer's first message and a lead in your org.

Capability	What you get
Channels
WhatsApp Business	Connect your number with embedded signup, no add-on. The AI answers there with the same knowledge as your website.
Instagram, Messenger and web chat	One agent across your DMs and your website, plus proactive messages based on the page a visitor is reading.
Conversation
Answers from your content	Your website, files, Notion, Google Drive and product catalogs.
English and Arabic	Each customer is answered in their own language, set from their first message.
Learns from corrections	Fix an answer once and your correction is ranked above scraped content.
Salesforce
Create a lead	Name, email, phone, company and number of employees go into lead fields. Anything else goes into a note on the lead.
Exact-match lookup	By email, then by phone, so an open lead isn't entered twice.
Fill in, never overwrite	A lead you already have only gets its empty fields filled.
Converted leads stay closed	Salesforce refuses edits to a converted lead, so a new lead is created instead.
Nothing gets lost	If Salesforce refuses a send, your team gets a note on the chat with everything the customer gave.
Your team
Hand off after sending	The chat can go to your sales team with a summary, sentiment and priority already set.
Book the call	Connect Google Calendar or Cal.com and the agent books in the chat. With Calendly it sends a prefilled booking link.

Examples

What lands in Salesforce, by industry

A customer question, what the AI collects, and the lead it creates. Each industry has its own page.

Car dealers

Customer asks"Is the hybrid in your ad in stock in white? I'd like a test drive this week."

AI collectsName, phone, company if any, model, preferred day

Lands in Salesforce as→ Lead, with model and test-drive day in a note

AI agent for car dealerships →

Real estate

Customer asks"We relocate in June. Which three-bedroom villas do you have in our budget?"

AI collectsName, email, company if any, budget, area, move date

Lands in Salesforce as→ Lead, with budget, area and move date in a note

Real estate AI agent →

Education

Customer asks"Does the MBA have a weekend option, and when is the deadline?"

AI collectsName, email, company if any, program, intake

Lands in Salesforce as→ Lead, with program and intake in a note

AI for education →

SaaS

Customer asks"We're 40 people on another tool. Can you migrate us, and what would it cost?"

AI collectsName, work email, company, team size

Lands in Salesforce as→ Lead with company and number of employees

AI customer support for SaaS →

Details without a lead field of their own are kept in a note on the lead.

How it works

Connect Salesforce in four steps

No developer, no Apex, no webhook.

Connect WhatsApp and your other channels

Embedded signup links your WhatsApp Business number. Instagram, Messenger and your website chat connect alongside it.

Sign in to Salesforce

On your agent's Tools tab, sign in with a Salesforce user that can create leads.

Write the AI Action

In plain words: when someone asks for a quote, collect their name, email, company and team size, then send it to Salesforce.

Send a test lead

Press Send test and check the sample lead in Salesforce.

Pricing

Salesforce WhatsApp integration pricing

WhatsApp and the AI agent come with every plan. Creating Salesforce leads uses AI Actions, which start on Growth.

Free

The AI agent on WhatsApp and your other channels, 50 message credits a month.

Light

$19 /mo

Live chat and a shared inbox for your team, 600 credits a month.

Most popularGrowth

$59 /mo

2 AI Actions, so leads go to Salesforce. 3,000 credits and 3 seats.

Business

$149 /mo

5 AI Actions, 10,000 credits and 5 seats.

See the full Mando AI pricing, including yearly prices and add-ons.

FAQ

Questions about the Salesforce WhatsApp integration

How do I integrate WhatsApp with Salesforce?+

Connect your WhatsApp Business number to Mando AI with embedded signup, sign in to Salesforce on the Tools tab, and create an AI Action that sends to Salesforce (Growth plan and up). Leads from your WhatsApp chats then arrive in Salesforce.

Do I need Salesforce Digital Engagement for WhatsApp?+

Not with Mando AI. The WhatsApp conversation happens in Mando AI, which connects your number on any plan, and the lead is created in Salesforce. Inside Salesforce itself, WhatsApp comes with the Digital Engagement add-on at $75 per agent a month.

Is there a Salesforce AI chatbot for WhatsApp?+

Salesforce's own AI agent is Agentforce, billed at $2 per conversation or with Flex Credits, and it needs Data Cloud. Mando AI's AI agent answers WhatsApp on every plan, and its AI Actions create the Salesforce lead.

Will it create duplicate leads in Salesforce?+

It searches by exact email, then exact phone, before writing. A lead you already have only gets its empty fields filled, and details that differ go into a note on it.

What happens with converted leads?+

Salesforce doesn't allow edits to a converted lead, so Mando AI creates a new lead for the returning customer instead of failing.

What if the customer doesn't give a company name?+

Salesforce needs a last name and a company on every lead. When the chat has no company, Mando AI uses the customer's name as the company ("Individual" if there is no name either). A one-word name becomes the last name ("Unknown" if there is no name), and these stand-ins count as empty, so a later chat can fill in the real values.

Can it book sales calls too?+

Yes. Connect Google Calendar or Cal.com and the same agent offers free times and books inside the chat. With Calendly it sends a one-time booking link with the customer's details filled in. Booking works on every plan.

Do I need a developer or a Salesforce admin?+

No code is needed. You sign in with a Salesforce user that can create leads, and describe the AI Action in plain words.

What doesn't the integration do?+

It doesn't log the chat transcript in Salesforce, doesn't read Salesforce records to answer customers, doesn't touch opportunities, and doesn't sync changes back. It creates and fills in leads, and your team works them in Salesforce.

Salesforce facts as published on salesforce.com, Service Cloud pricing and Agentforce pricing, checked July 2026. Mando AI prices are monthly; yearly billing costs less. The examples on this page are illustrative. Last updated October 2026.

30+

AI models, switch per agent in one click

Languages supported, Arabic and English first

24/7

Coverage, no shift scheduling

<5m

Setup per integration

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Malaz Madani

Founder, Mando AI