WBConnect+ — WhatsApp Business Automation for Salesforce
WBConnect+ is a Salesforce-native managed package built by MV Clouds that puts WhatsApp Business directly
inside your CRM. Whether you are a sales team tracking leads, a support team handling customer queries, or a
marketing team running broadcast campaigns, WBConnect+ gives you a single unified inbox for every WhatsApp
conversation — all stored on the Salesforce record where it belongs. The entire platform is built on the
official Meta Cloud API, so you benefit from enterprise-grade reliability with zero middleman markup on
messaging costs.
The Problem with WhatsApp and CRM Today
Sales and support teams are switching between WhatsApp on their phones and Salesforce on their desktop all
day long. Conversations get lost, follow-ups are missed, and there is no way to link a WhatsApp message to a
Salesforce Lead, Contact or Case. WBConnect+ solves this by embedding WhatsApp Business directly into
Salesforce — so every message is captured, attributed and searchable without leaving your CRM.
From WhatsApp Chaos to CRM-Powered Conversations
WBConnect+ transforms how your team uses WhatsApp. Instead of managing conversations on personal phones
with no visibility, your entire team works through a shared, Salesforce-connected inbox. Every message
thread is linked to the right record, every template is pre-approved by Meta, and every automation runs
without writing a line of code.
Key Features of WBConnect+
WBConnect+ ships with a comprehensive feature set designed to cover every WhatsApp Business use case inside
Salesforce, from one-on-one customer conversations to large-scale broadcast campaigns.
- Global Chat Window — A persistent WhatsApp overlay accessible from any Salesforce screen
— Sales Cloud Lightning, Service Console or Salesforce Mobile. Agents see the full conversation history and
can reply without switching apps. Conversations are linked to any Standard or Custom Salesforce object.
- No-Code Flow Builder — Build interactive WhatsApp forms with a visual drag-and-drop
canvas. Collect data, book appointments, run surveys and route customers to the right team — entirely inside
WhatsApp with no coding required. Live preview updates in real time as you design.
- Template Builder — Design, preview and submit Meta-approved WhatsApp message templates
directly from Salesforce. Supports all template categories including marketing, utility and authentication.
Use Salesforce merge fields to personalise every message at scale.
- Broadcast & Analytics — Send high-volume WhatsApp campaigns to segmented contact
lists and track delivery rates, read receipts and ROI in real time inside Salesforce dashboards. Smart
throttling respects Meta rate limits automatically.
- Automation Builder — Set up trigger-based follow-up sequences that fire when customers
tap quick-reply buttons or reach a certain pipeline stage. Chain multiple templates in a journey without
writing Apex code or custom development.
- AWS S3 Media Storage — Route all WhatsApp media (images, documents, audio, video) to
your own AWS S3 bucket. You own the data, control retention policies and eliminate Salesforce storage
overage fees.
- Full Audit Trail — Every message sent and received is stamped with a timestamp and
linked to the Salesforce record, giving compliance teams a complete, searchable conversation history.
- Multi-Object Support — Link WhatsApp conversations to Leads, Contacts, Accounts, Cases,
Opportunities or any custom object. WBConnect+ adapts to your existing Salesforce data model.
View the full WBConnect+ feature list
Industries Served by WBConnect+
WBConnect+ is purpose-built for businesses that rely on WhatsApp to reach customers quickly and at scale.
The platform has been deployed across more than ten industries:
- Real Estate — Send property listings, schedule viewings and follow up with buyers and
tenants via WhatsApp, all tracked inside Salesforce CRM.
- Healthcare — Automate appointment reminders, lab result notifications and post-visit
follow-ups through secure WhatsApp messages linked to patient records.
- E-commerce — Dispatch order confirmations, shipping updates and delivery notifications at
scale using WhatsApp broadcast campaigns.
- Education — Reach students and parents with admission updates, fee reminders and course
notifications via WhatsApp flows.
- Travel & Hospitality — Share booking confirmations, itinerary changes and check-in
instructions instantly over WhatsApp.
- Banking & Finance — Deliver account alerts, loan approval updates and KYC reminders
through compliant, audited WhatsApp messages.
- Automotive — Automate service reminders, test-drive follow-ups and vehicle delivery
updates for dealership customers.
- Food Delivery — Keep customers informed about order status, rider location and delivery
confirmation in real time.
- Fitness & Wellness — Send class schedules, membership renewal reminders and
promotional offers to gym members.
- Professional Services — Law firms, consultancies and agencies use WBConnect+ to
communicate project updates and document requests securely.
Why Choose WBConnect+?
WBConnect+ is 100% Salesforce-native — installed as a managed package directly from Salesforce AppExchange.
All data stays inside your Salesforce org; nothing is routed through third-party servers. You pay zero
middleman markup on Meta Cloud API messaging costs, and the flat monthly subscription covers unlimited
Salesforce users. Unlike competing solutions that charge per seat or per message, WBConnect+ gives your
entire team access for a predictable fee so you can scale conversations without scaling costs.
MV Clouds brings over 11 years of certified Salesforce expertise to every implementation. Our team handles
configuration, Meta Business Manager setup, WhatsApp number registration and go-live support so your team
can start messaging customers within days, not weeks.
Measurable ROI with WBConnect+
Businesses using WBConnect+ report significant improvements across customer engagement and operational
efficiency. WhatsApp messages see up to 98% open rates compared to 20% for email. Automated flows reduce
manual follow-up time by hours per agent per day. Broadcast campaigns linked to Salesforce Opportunity
stages give marketing teams clear revenue attribution for every WhatsApp campaign they run.
WBConnect+ Pricing Plans
WBConnect+ offers straightforward, transparent pricing with no hidden fees.
- Standard Plan — $189 per month: Unlimited Salesforce users. Includes broadcast
messaging, no-code flow builder, template builder, automation builder and full conversation timelines.
Ideal for growing teams that need the full WhatsApp Business feature set without per-seat charges.
- Enterprise Plan — Custom pricing: Available for organisations running multiple
Salesforce orgs, requiring dedicated support SLAs or needing custom integrations. Contact MV Clouds
for a tailored quote.
All plans connect directly to the Meta Cloud API. You pay Meta's standard WhatsApp Business messaging
rates directly — WBConnect+ adds zero markup on top of those costs. All plans include a 7-day free
trial.
What Our Customers Say
WBConnect+ is trusted by sales, support and marketing teams across industries including real estate,
healthcare, education, e-commerce and professional services. Customers consistently highlight the speed of
go-live, the ease of the no-code builders and the cost savings from eliminating per-seat and per-message
charges.
Getting Started with WBConnect+
Setting up WBConnect+ is straightforward. Most teams are live within a few business days:
- Install the WBConnect+ managed package into your Salesforce org from AppExchange.
- Map your Salesforce objects and fields using point-and-click configuration — no code required.
- Connect your Meta Business Manager account and register your WhatsApp Business number via the Meta
Cloud API.
- Optionally connect your AWS S3 bucket for media storage and configure your automation rules.
- Go live with broadcast campaigns, no-code flows and a unified WhatsApp inbox inside Salesforce.
MV Clouds provides full onboarding support including Meta Business Manager verification assistance,
WhatsApp number porting, template approval guidance and staff training.
WBConnect+ — All Features
The Features page provides an in-depth look at every capability WBConnect+
offers. Below is a summary of what you'll find there.
Global Chat Window — One WhatsApp Conversation Across Every Salesforce Record
A persistent WhatsApp chat overlay that follows the rep across Accounts, Cases, Custom Invoices and any
Salesforce object you choose. Renders inside Lightning, Console and Mobile. Includes quick replies,
internal notes and mentions, and a full WhatsApp conversation timeline on every record.
WhatsApp Flow Builder — Drag, Drop and Collect Inside WhatsApp
WhatsApp Flows let you collect customer details right inside a WhatsApp message using forms, menus, date
pickers and dropdowns — all with a visual drag-and-drop canvas and a live preview. Auto-publishes a
Meta-compliant Flow JSON in the background with reusable screens for forms, menus and conditional fields.
WhatsApp Template Builder — Personalised Templates with Salesforce Merge Fields
Design every WhatsApp message template Meta supports — rich headers, body copy, footers and quick-reply or
call-to-action buttons. Drop in Salesforce merge fields for full personalisation and submit for Meta
approval in one click.
WhatsApp Automation Builder — Automate Replies to Quick Reply Buttons
When a customer taps a quick-reply button on one of your WhatsApp templates, fire off the next template
instantly. Chain follow-up templates without writing Apex code, branch logic based on which button was
tapped, and track everything on the Salesforce contact timeline.
AWS S3 Media Storage — Bring Your Own S3 Bucket
Plug in your own AWS S3 bucket to store WhatsApp media. Files never leave your account, IAM and KMS
encryption is respected end to end, and you cut Salesforce file-storage costs dramatically.
WhatsApp Broadcast and Analytics — Send Millions of Messages, Measure Everything
High-volume WhatsApp broadcasts with smart throttling, opt-out management and a real-time analytics
dashboard. Track delivery, read, click and reply attribution. ROI dashboard linked to Salesforce
Opportunity stages. Audience segmentation from any SOQL query.
Built for Developers and Enterprises
Advanced configuration options for teams that need full control:
- Webhook Configuration — Connect with CRM, ERP, or internal systems.
- Chat Window Configuration — Customise agent workspace and branding.
- AWS Configuration — Connect your own S3 storage bucket.
- Automation Configuration — Automate template selection based on reply button clicks.
Frequently Asked Questions — WBConnect+
Visit the FAQs page for a full list of questions and answers. A selection of the most
common ones is provided below.
General Questions
- What is WBConnect+?
- WBConnect+ is a powerful WhatsApp Business API integration designed specifically for Salesforce CRM. It
allows businesses to send, receive, and automate WhatsApp messages directly from their Salesforce
environment, enabling seamless customer communication at scale.
- Do I need a WhatsApp Business API account to use WBConnect+?
- Yes. WBConnect+ connects your Salesforce CRM to the official WhatsApp Business API. We provide an
embedded sign-up process to help you create and link your WhatsApp Business account quickly.
- Can I use my existing WhatsApp number with WBConnect+?
- Yes. You can migrate an existing number to the WhatsApp Business API. However, the number must first be
disconnected from the standard WhatsApp or WhatsApp Business mobile app before it can be linked to the
API via WBConnect+.
- How do I schedule a WhatsApp message?
- Use WBConnect+ to schedule messages — select your audience, set a delivery time, and automate
personalized customer communication. You can schedule both one-to-one messages and large broadcast
campaigns.
Setup & Onboarding
- How long does it take to set up WBConnect+?
- Most teams are live within 2–5 business days. MV Clouds provides full onboarding support including Meta
Business Manager verification, WhatsApp number registration, template approval guidance and staff
training.
- Does WBConnect+ require custom Salesforce development?
- No. WBConnect+ is a fully managed package installed from AppExchange. All configuration is done through
point-and-click setup inside Salesforce — no Apex code or custom development is required.
Features & Capabilities
- What types of WhatsApp messages can WBConnect+ send?
- WBConnect+ supports all Meta-approved message types: template messages (marketing, utility,
authentication), session messages, rich media (images, documents, video, audio), interactive messages with
quick-reply buttons, and WhatsApp Flows.
- Can WBConnect+ send bulk WhatsApp messages?
- Yes. The Broadcast feature lets you send high-volume WhatsApp campaigns to segmented contact lists with
smart throttling that respects Meta rate limits automatically.
Pricing & Plans
- How much does WBConnect+ cost?
- WBConnect+ starts at $189 per month for the Standard Plan with unlimited Salesforce users. Enterprise
pricing is available for multi-org deployments. All plans include a 7-day free trial and connect directly
to the Meta Cloud API — WBConnect+ adds zero markup on messaging costs.
WBConnect+ Blog — WhatsApp Business Insights & Guides
The WBConnect+ blog publishes in-depth guides, best practices and industry insights on
WhatsApp Business automation, Salesforce CRM integration and customer engagement strategy. Topics include
how to run effective WhatsApp broadcast campaigns, setting up no-code WhatsApp flows, measuring ROI from
WhatsApp marketing, and comparing WhatsApp Business API providers.
About MV Clouds
MV Clouds Pvt Ltd is a certified Salesforce partner with over 11 years of experience delivering enterprise
CRM solutions. Headquartered in Ahmedabad, India with a presence in Dubai, MV Clouds specialises in
Salesforce implementation, custom development and ISV product engineering. WBConnect+ is MV Clouds' flagship
product, combining deep Salesforce expertise with the reach of WhatsApp Business to help companies
communicate better with their customers.