Respects your API limit
LetsBot reads your org’s daily API usage and pauses at 80% of your own limit, so your other tools keep working.
Works with Salesforce
Salesforce and WhatsApp, in sync both ways
Contacts, accounts, opportunities and tasks stay the same in Salesforce and in the LetsBot CRM, and leads and notes come into the customer record next to the chat.
Requires your own active Salesforce subscription. The integration itself is free.
- 2Directions
- 6Salesforce objects
- 80%API limit ceiling
Direction
Salesforce and WhatsApp, in sync both ways
These are the defaults. Switch any object off, or keep it one way.
| Salesforce | LetsBot CRM | Direction |
|---|---|---|
Contacts |
Customers | Both ways |
Leads |
Customers marked “Lead” | Into LetsBot |
Accounts |
Companies | Both ways |
Opportunities |
Deals (stage names matched) | Both ways |
Tasks |
Tasks | Both ways |
Notes |
Timeline notes | Into LetsBot |
Salesforce
Built around Salesforce limits
New WhatsApp numbers as Leads (optional)
Off by default. Switch it on and a new number becomes a Lead, with Company set to “[not provided]” until you fill it in.
One connection
If you already connected Salesforce for the chat sidebar lookup, two-way sync uses that same connection.
Regular checks for changes
LetsBot checks Salesforce for changed records on a schedule, so no extra Salesforce streaming add-on is needed.
How it works
Put Salesforce next to every WhatsApp conversation
-
Connect Salesforce
Sign in to Salesforce and approve LetsBot. Use the same login host your org uses.
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Choose objects
Contacts, leads, accounts, opportunities, tasks and notes — each both ways, into LetsBot, or off.
-
Match stages and fields
Each opportunity stage goes to a LetsBot stage; field mapping comes filled in.
-
Preview, then start
Check the first records, then press “Start sync”. Nothing is written before that.
Requires your own active Salesforce subscription. The integration itself is free.
Salesforce
Good to know
Your Salesforce edition must include API access.
Records are matched by phone number (international format), then e-mail, then the Salesforce ID.
A Lead converted in Salesforce is not followed to its new Contact; the Contact syncs on its own.
Frequently asked questions
Frequently asked questions
Is the Salesforce integration free?
Yes. The integration costs nothing. You need your own Salesforce subscription with API access.
Does it use my Salesforce API calls?
Yes, like any integration. LetsBot pauses at 80% of your org’s daily limit, or as soon as Salesforce reports the limit is reached.
Are new WhatsApp contacts pushed to Salesforce?
Not by default. You can switch on “Create a Lead” for new numbers on the setup page.
What happens if I disconnect?
Syncing stops and nothing is deleted on either side.
Put Salesforce next to every WhatsApp conversation
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