Integrations
Bi-directional sync of leads, cases, opportunities, and activity. Reps see WhatsApp conversations alongside emails and calls in the Salesforce timeline. Leads auto-created from inquiries.
Sync
Both sides update
Setup
OAuth + field mapping
Updates
Sub-second sync
Cloud
Both supported
Bot captures inquiry → auto-creates lead in Salesforce with all fields populated. No manual entry.
Every WhatsApp conversation appears in the contact's Salesforce activity timeline alongside emails and calls.
Support inquiries via WhatsApp auto-create Salesforce cases. Linked to the right contact + opportunity.
Bot collects info during a sales conversation (budget, timeline, decision criteria) → updates the opportunity fields.
Salesforce contact data (preferences, tier, account) syncs into Edesy custom fields for personalization.
Reps can send WhatsApp messages directly from the Salesforce contact view. Conversations show in both places.
Edesy Settings → Integrations → Salesforce. Standard OAuth flow with your Salesforce admin user. Sandbox + production both supported.
Visual mapper for Salesforce ↔ Edesy field mappings. Standard objects (Lead, Contact, Account, Opportunity, Case) pre-mapped; custom objects/fields configurable.
Which Edesy events create which Salesforce records: 'bot completion → create Lead', 'support inquiry → create Case', etc. Granular control.
Optional: when Salesforce records update (lead status change, opportunity stage move), Edesy custom fields update too. Useful for personalization in subsequent campaigns.
Reps see WhatsApp activity in Salesforce timeline; they can also message customers directly from Salesforce. ~1 day workflow training.
| Feature | Edesy | Typical competitor |
|---|---|---|
| Native Salesforce integration | Limited | |
| Bi-directional sync | One-way | |
| Real-time activity logging | Batch sync | |
| Auto-create leads/cases | Manual | |
| Custom field mapping | Standard only | |
| Sandbox + Production support | Production only | |
| Sales Cloud + Service Cloud | One | |
| Setup time | 10 min | 1-2 days |
Prospect inquires via WhatsApp, bot qualifies, lead auto-created in Salesforce with full context. SDR sees full conversation in activity timeline.
SDR ramp time cut from 4 weeks to 2
Tier-1 WhatsApp inquiries handled by bot, complex cases auto-create Service Cloud tickets. Agent sees full WhatsApp history when taking over.
Average ticket resolution time -35%
Existing Salesforce contact gets personalized WhatsApp drip based on their product portfolio (synced from Salesforce custom fields).
Cross-sell campaign CTR 4x baseline
30 days before contract renewal, automated WhatsApp message fires. Customer responses sync to opportunity in Salesforce; reps see real-time engagement.
Renewal rate up 18%
Free workspace, Salesforce OAuth in 10 min, all sync rules customizable.