WhatsApp, Phone & SMS Integration in Salesforce CRM

Connect with clients faster through WhatsApp, phone, and SMS—right from Salesforce CRM. Our integration enables you to send and receive messages, make calls, and track all communication in one place. Stay responsive, organized, and compliant while delivering seamless client experiences.

Connect with Clients Instantly — All from One Central Platform

In today’s fast-paced world, your clients expect quick, convenient communication—whether it’s through a phone call, text message, or WhatsApp. With our Salesforce CRM communication integration, you can send and receive WhatsApp messages, phone calls, and SMS texts directly from the CRM system.

No more switching between apps or missing follow-ups—everything is tracked, recorded, and managed within Salesforce.

( Third Party Integration is required)

Stay Connected Across Every Channel

With full communication integration, you can manage your client relationships more efficiently and deliver a more responsive, professional experience.

WhatsApp Integration

Phone Call Integration

Make and receive calls directly within Salesforce using integrated dialers
log call details and notes against the relevant contact or opportunity
Use call recordings (where applicable) for training and compliance
Set call tasks, follow-ups, and call outcomes automatically

SMS (Text Message) Integration

Benefits for Brokers and Sales Teams

Faster Response Times

Communicate instantly without leaving Salesforce—keeping the deal moving.

Complete Communication History

All calls, texts, and messages are automatically logged and linked to the right deal or contact.

Better Client Experience

Use the channels your clients prefer—WhatsApp, phone, or text—for faster, more personalised service.

Improved Team Efficiency

No more manual data entry or switching between systems—everything happens in one place.

Stronger Compliance & Tracking

Maintain a full audit trail of every interaction to support compliance and transparency.

Process Overview

Initiate a message or call directly from the contact or opportunity in Salesforce

Communicate via WhatsApp, SMS, or phone using integrated tools

Automatically log every interaction to the relevant record

Set follow-ups or workflows based on communication outcomes

One CRM. Every Channel. Fully Connected.

Whether you’re following up on a finance application, requesting documents, or confirming a settlement date—our integrated communication tools help you do it faster and smarter, right from within Salesforce CRM.

Ready to modernise your client communications?

to see WhatsApp, phone, and SMS integration in action

Products

Asset Commitment Schedules

Equifax Credit Check

Amortisation Schedule

Auto Log Email Records

PPSR Schedule Automation

PPSR
Searches