Connect Salesforce with FirstConnectt
Send and receive WhatsApp and SMS conversations right from Salesforce records, with every interaction logged on the customer timeline.
Power seamless customer communication with Salesforce + FirstConnectt
Salesforce is one of the world's most widely used CRM platforms. The Salesforce integration with FirstConnectt lets your sales and service teams message customers on WhatsApp and SMS directly from Salesforce — triggered by workflow rules or sent by agents — with replies and delivery statuses logged against the contact, lead, or case automatically.
What the integration unlocks
Conversations inside the CRM
Agents keep working inside Salesforce while FirstConnectt handles the messaging behind the scenes — no tab-switching and no separate inbox.
Flows trigger messages
Salesforce Flow and workflow rules fire template messages on record changes — lead assigned, case resolved, renewal approaching.
Every message on the record
Outbound sends, replies, and delivery statuses write back to the record, keeping compliance and context together in one place.
How to set up the Salesforce integration
Enable the FirstConnectt connector
Ask your FirstConnectt account manager for the Salesforce connector, or turn it on yourself from the integrations section of your dashboard.
Authenticate your Salesforce account
Authorise the link with your Salesforce admin credentials or an API token, then decide which objects — leads, contacts, tickets — are allowed to trigger messages.
Map fields and templates
Match Salesforce fields to your approved template variables and assign the sender ID or WhatsApp Business number each team should send from.
Set up triggers and workflows
Build workflow rules in Salesforce — new lead assigned, case updated, renewal due — so the right FirstConnectt message goes out at exactly the right moment.
Verify two-way sync and launch
Check that replies and delivery statuses log back onto the Salesforce record, pilot with a single team, then roll out company-wide.
Our solutions team supports every step — from account setup and template approvals through go-live testing.
Ready to connect Salesforce?
Talk to our team and we'll get your Salesforce integration configured, tested, and live — with our specialists guiding every step.
Schedule a Demo