GUMU™ Messaging for Salesforce

Engage Faster Sell Smarter Work in Context 

Bring WhatsApp inside Salesforce and give your teams the speed and clarity to convert more customers.

GUMU™ Messaging transforms WhatsApp into a compliant, trackable, revenue-focused communication channel in your CRM through real-time chats, AI replies, and full interaction visibility. 

GUMU™ Messaging for Salesforce

Engage Faster Sell Smarter Work in Context 

Bring WhatsApp inside Salesforce and give your teams the speed and clarity to convert more customers.

GUMU™ Messaging transforms WhatsApp into a compliant, trackable, revenue-focused communication channel in your CRM through real-time chats, AI replies, and full interaction visibility. 

Why Choose GUMU™ Messaging for Salesforce?

WhatsApp is where customers respond instantly, but businesses lose track when those conversations sit outside the CRM. GUMUTM Messaging brings every chat to customer data, sales processes, and performance tracking so teams can move faster and convert with confidence.

Built on the GUMU™ integration ecosystem, it ensures reliability, security, and seamless scalability as your business grows. 

Fully Salesforce-Native

Operate entirely inside Salesforce. No devices switching , no external dashboards, no copy-paste.

AI efficiency

Auto-summaries and reply suggestions speed up responses and improve accuracy.

Real-Time Context Access

See every lead detail and past interaction before responding — smarter conversations.

Audit-Ready Messaging

Every message is tracked with status and logs for compliance and leadership reporting.

Powered by the GUMU™ Ecosystem

Built on a proven integration framework trusted by thousands of global customers.

Core Features

Powerful WhatsApp workflows right where your teams work 

Unified Inbox

Manage every WhatsApp conversation from a single Salesforce screen for faster action- prioritize, assign, and reply instantly.

Auto Lead & Contact Creation

Turn incoming messages into leads and opportunities instantly, without manual data entry.

Bulk Messaging

Send promotions, reminders, and updates to many customers at once using templates.

Status Tracking

Clear Sent, Delivered, Read indicators track updates, for the right moment to follow up.

Message Logs & Audit Trail

Complete transparency into errors, retries, and outcomes for operational control.

Multi-Team Usability

Sales, support, and marketing are aligned around one messaging workspace.

GUMU™ Messaging in Action

A simple, structured path from conversation → action → revenue. 

1

Lead Capture & Qualification

Incoming WhatsApp message → Lead auto-created → Owner assigned → Conversation logged → Deal updated

AI-Assisted Case Resolution

Support message → Case auto-created → AI summary → Agent resolves faster


2
3

Smooth Campaign Execution

Bulk campaign → WhatsApp delivery insights → Follow-up tasks generated in CRM

Lead Capture & Qualification

Incoming WhatsApp message → Lead auto-created → Owner assigned → Conversation logged → Deal updated

AI-Assisted Case Resolution

Support message → Case auto-created → AI summary → Agent resolves faster

Smooth Campaign Execution

Bulk campaign → WhatsApp delivery insights → Follow-up tasks generated in CRM

Seamless Integration with WhatsApp

GUMU™ Messaging connects WhatsApp Business Cloud API directly to Salesforce, ensuring every chat is secure, compliant, and linked to the right customer records. Teams respond instantly with full context, leadership gains visibility into message performance, and operations run without switching screens. This unified structure removes communication silos, enhances productivity, and drives consistent customer experiences — all powered by the CRM your business already trusts. 

Smart, Insightful Dashboards

Track message delivery, read rates, user activity, and campaign results from a unified Salesforce dashboard designed for efficient decision-making and easy visibility. 

About Greytrix

Greytrix is a global Salesforce and ERP integration partner with 25+ years of experience transforming businesses into connected ecosystems. With 2,000+ customers and 1,000+ successful projects across 30+ countries, we deliver secure, scalable, real-time solutions that unify data, automate workflows, and enhance customer experiences. We don’t stop at configuration, we partner with you end-to-end, from consultation and implementation to optimization and support. Powered by our GUMU™ Platform, we ensure every integration is strategic, business-specific, and built for growth. 

Trusted by Industry Leaders

FAQ's

GUMU™ Messaging is built for businesses that rely on Salesforce and use WhatsApp to engage customers. It’s ideal for sales teams handling inbound leads, support teams managing Service Cloud cases, customer success teams handling follow-ups, and operations teams sending updates. Any organization looking to integrate WhatsApp with Salesforce and manage conversations inside CRM workflows will benefit.

Yes. GUMU™ Messaging is designed in accordance with Salesforce & Whatsapp messaging compliance in mind. All WhatsApp conversations are logged in Salesforce with message status, history, and audit trails. This reduces compliance exposure, supports governance, and helps teams meet internal and regulatory requirements while using WhatsApp Business with Salesforce.

GUMU™ removes these friction points with a streamlined, reliable integration flow.

Yes. GUMU™ Messaging is a Salesforce-native WhatsApp integration, meaning it operates entirely within Salesforce. No external dashboards, browser tabs, or device switching are needed. Conversations are mapped directly to Salesforce objects like Leads, Contacts, Cases, and Opportunities, making it a true WhatsApp–Salesforce integration.

Absolutely. GUMU™ Messaging supports WhatsApp for Salesforce across sales, support, and customer success use cases. Sales teams capture and qualify leads, execute bulk campaigns, and support teams manage cases via WhatsApp integration with Salesforce Service Cloud. Customer success teams handle renewals, updates, and follow-ups in a single unified CRM view- all using approved WhatsApp templates inside Salesforce.

 

GUMU™ Messaging offers real-time syncing, auto-lead and case creation, AI-assisted summaries, bulk message on Salesforce via WhatsApp, delivery tracking, and audit-ready logs, all without any coding. This makes it a cleaner, more scalable Salesforce WhatsApp integration for growing teams.

Yes. GUMU™ Messaging uses the WhatsApp Business API to securely connect WhatsApp to Salesforce. It enables two-way messaging, templates, bulk outreach, and status tracking directly inside Salesforce. This is one of the most effective ways to implement WhatsApp automation in Salesforce without disrupting existing CRM workflows.

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