WatBox
WatBox is a Salesforce-native platform that embeds WhatsApp, SMS, and CTI calling into Salesforce, letting sales and support teams manage customer conversations, campaigns, and automation directly inside their Salesforce CRM with full context and history.
Cost / License
- Subscription
- Proprietary
Platforms
- Salesforce
- Online
- Software as a Service (SaaS)
Features
- Sms integration
Tags
WatBox information
What is WatBox?
WatBox is a Salesforce-native messaging add-on that lets you manage WhatsApp and SMS conversations directly inside your CRM, so you do not have to juggle between external messaging apps and Salesforce. When a customer messages you on WhatsApp, WatBox routes that conversation into Salesforce, links it to the right Lead, Contact, Account, or Case, and keeps every interaction attached to the customer record. This gives you a single place to see history, update data, and follow up in context.
You use WatBox to handle one-to-one chats, send updates in bulk from Salesforce campaigns, and automate routine reminders or responses with Salesforce Flows and bots. Messages can be initiated from Sales Cloud, Service Cloud, and Marketing Cloud objects, which means your sales, support, and marketing teams all work from the same interface while still using WhatsApp and SMS as their main channels. Because it is built as a native Salesforce app, you configure it with standard Salesforce tools and keep data, permissions, and reporting fully within your existing CRM setup.
If you work in a customer-facing role, WatBox is designed to help you respond faster and keep conversations organized. Sales teams can qualify and nurture leads over WhatsApp, share quick updates, and log every touchpoint without manual copy-paste. Service teams can handle support queries, link threads to Cases, and maintain continuity even when multiple agents are involved. Marketing and outreach teams can run targeted WhatsApp or SMS campaigns from Salesforce lists and then track replies and outcomes alongside other campaign metrics.
WatBox is also used across specific industries where real-time messaging matters, such as real estate, recruitment, travel, non-profits, and insurance. In these scenarios, you rely on it to send viewing reminders, application updates, booking information, donation or program messages, and policy or claim notifications via WhatsApp while keeping everything synchronized with Salesforce. Overall, if you depend on Salesforce and communicate heavily over WhatsApp or SMS, you would use WatBox to centralize conversations, reduce context switching, and maintain a more complete, up-to-date view of each customer.