Greenbubble for Salesforce.
Send and receive WhatsApp, Instagram, Facebook Messenger, and Telegram against the Leads, Contacts, and Opportunities your sales team already works in.
What Greenbubble does inside Salesforce
Lead & Contact upsert
Inbound WhatsApp numbers create or update Salesforce Leads and Contacts. Phone, name, source, and consent flow both ways automatically.
Flow-native WhatsApp actions
Drop "Send WhatsApp" or "Send WhatsApp Template" into any Salesforce Flow. Trigger on record change, schedule, or Platform Event.
Opportunity-stage WhatsApp
Push Opportunity stage changes into WhatsApp send logic — fire the right template at the right moment, gated by consent.
Case creation from inbound chat
Open Salesforce Cases from inbound WhatsApp activity. Owner routing respects round-robin, queue, and skill rules you already use.
Consent-aware sync
Suppressed records in Salesforce never receive WhatsApp messages. Opt-in timestamps reconcile across both systems.
Standard Salesforce APIs only
No managed-package gotchas. Greenbubble uses REST, Streaming API, and Platform Events — the same surface Salesforce admins already audit.
Install in three steps
Connect your Salesforce org
OAuth or username-password flow. Greenbubble never stores Salesforce credentials — it uses a refresh token rotated automatically.
Map objects and pick event sources
Decide which objects sync (Lead, Contact, Opportunity), and which events should trigger WhatsApp sends.
Approve templates, go live
Submit and approve WhatsApp templates through Greenbubble, then drop Flow actions into your existing Salesforce automations.
Salesforce integration FAQ
Stop running WhatsApp sales conversations in a separate tab.
Native Greenbubble for Salesforce — Lead & Contact upserts, Flow actions, Cases from chat. No developer, no middleware.