Integration Recipe

Salesforce WhatsApp integration: the setup that works today

Via REST API + webhooks, bridged by Zapier, Make, n8n or FlowLast verified August 2026

Spun does not ship a one-click Salesforce connector, and this page will not pretend otherwise. What it ships is the plumbing that makes the integration real: outgoing webhooks that fire on WhatsApp events (new message, contact created, label applied, lead qualified) and a REST API that sends messages, updates contacts and applies labels. Salesforce speaks HTTP fluently from both directions, so the two connect through Zapier, Make, n8n, or Salesforce Flow itself.

Below are the two flows teams actually build: WhatsApp lead capture into Salesforce, and Salesforce-triggered WhatsApp follow-ups.

1. WhatsApp lead capture into Salesforce

Goal: a new WhatsApp conversation, or a chat you label "Qualified", becomes a Salesforce Lead with the phone number and context attached.

  1. 1

    Subscribe to Spun events

    In Spun: Settings, then Webhooks, then Add Webhook. Point it at a Zapier Catch Hook, Make custom webhook, or n8n webhook URL, and select the events you care about: incoming message, contact created, or label assigned.

  2. 2

    Filter to what Salesforce should see

    In the middleware step, filter events: for example, only label-assigned events where the label is "New Lead" or "Qualified", so casual conversations never become CRM records.

  3. 3

    Create the Salesforce Lead

    Use the Salesforce action (Zapier and Make both have first-class ones) to create or update a Lead: phone from the event payload, source "WhatsApp", and the message text into the description field.

Spun's webhook envelope carries the chat id, sender phone and message text, which is everything a Lead needs. The full payload shape is documented on the Zapier recipe page.

2. Salesforce-triggered WhatsApp follow-ups

Goal: when an Opportunity hits a stage, or a Task comes due, the customer gets a WhatsApp message from your real number, sent by Spun.

  1. 1

    Create a Spun API key

    Settings, then Webhooks, then Manage API Keys, then New Key. Scope it to send messages (and manage contacts if you also sync fields). Store the wap_ key in your automation platform's credential store.

  2. 2

    Trigger from Salesforce

    Use a record-triggered Flow with an HTTP callout (or a Zapier/Make Salesforce trigger) that fires on the stage change you care about.

  3. 3

    Call send-message

    POST to /api/integrations/send-message with the contact's number and your message text. If the WhatsApp channel is briefly offline, the API queues the message and sends it on reconnect rather than failing.

The Flow / Zapier HTTP step
POST https://api.spun.com/api/integrations/send-message
Authorization: Bearer wap_YOUR_KEY
Content-Type: application/json

{
  "to": "14155552671",
  "text": "Hi! Following up on your quote - any questions I can answer?"
}

What to know before you build

  • There is no native "Spun for Salesforce" AppExchange package: authentication is a static API key in an HTTP step, and webhook subscriptions are created from Spun's Settings UI.
  • Rate limit: 60 API requests per minute per key. The check-phone endpoint validates up to 20 numbers per call before a send campaign.
  • If your CRM need is lighter than Salesforce, Spun's HubSpot sync is native (two-way, mapping-driven) and needs none of this plumbing.

Related: WhatsApp + HubSpot CRM (fully native) · WhatsApp + Zapier & Make (the full API surface)

Frequently asked questions

Does Spun have a native Salesforce integration?

No. The working path is Spun's REST API and outgoing webhooks bridged through Zapier, Make, n8n or a Salesforce Flow HTTP callout. This page documents that path honestly; the API surface it uses is live today.

Can WhatsApp messages create leads in Salesforce automatically?

Yes: subscribe a webhook to incoming-message or label-assigned events, filter in your middleware, and create the Lead with the Salesforce action. Most teams trigger on a "Qualified" label rather than raw messages, so the CRM only sees real leads.

Can Salesforce send WhatsApp messages through Spun?

Yes: any Salesforce automation that can make an HTTP callout (Flow, or via Zapier/Make) can call Spun's send-message endpoint. Messages come from your real WhatsApp number, and queue safely if the channel is briefly offline.

Do I need the WhatsApp Business API for this?

No. Spun connects to your existing WhatsApp number by QR code, so there are no template approvals or per-message Meta fees anywhere in this setup.

The WhatsApp side, handled

Spun gives your team the shared WhatsApp inbox, AI replies and the API this recipe uses, on the number you already have. Flat pricing from $49/month, free trial.

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