A WhatsApp Salesforce integration brings conversations into your CRM so you can respond from one place, log outcomes, and keep deal context in sync. This guide covers how to connect WhatsApp to Salesforce using a BYOK-friendly, native app approach.
What you need
WhatsApp Business API access (via Twilio or Meta), a Salesforce org, and a Salesforce-native app that supports Bring Your Own Key (BYOK). With BYOK you supply your own API credentials and pay the provider at wholesale rates—no per-message markup from the app vendor.
Steps
- Obtain Twilio or Meta WhatsApp Business API credentials.
- Install a native Salesforce app (e.g. ConnectVogue) that supports BYOK.
- Store your API keys in Salesforce Protected Custom Metadata or a secure custom setting.
- Configure the app to sync conversations to Leads, Contacts, and Opportunities.
- Optional: enable Agentic AI for summaries and automatic CRM updates.
Twilio vs Meta
Both Twilio and Meta offer WhatsApp Business API access. Twilio gives a multi-channel developer experience; Meta offers direct API access. For a detailed comparison, see our blog on choosing the right API for Salesforce WhatsApp.
Full step-by-step article
For the complete walkthrough—from API keys to Agentic AI—read our blog:
The Step-by-Step Guide to WhatsApp Salesforce Integration in 2026