Salesforce–WhatsApp Enterprise Messaging

Overview

Developed an enterprise-grade automation workflow that integrates WhatsApp messaging with Salesforce using Twilio. The system captures inbound WhatsApp messages via secure webhooks, standardizes the data, and prevents duplicate processing through an idempotency layer. It automatically matches the sender's phone number with existing Salesforce Leads or Contacts (or creates a new lead if none exists) and organizes messages into the correct conversation thread. This automation enables businesses to manage WhatsApp conversations directly within Salesforce, ensuring reliable message tracking and streamlined customer communication.

Key Features

• Secure Twilio webhook integration
• Idempotency layer to prevent duplicates
• Automatic lead/contact phone matching
• New lead creation for unknown senders
• Conversation thread organization
• Reliable message tracking in Salesforce

Video Demo