WhatsApp conversations that land in Salesforce
maggio writes to Salesforce as the conversation unfolds. Leads, contacts, and opportunities are created against your existing object model, with the transcript attached so reps never ask a customer to repeat themselves.
What the agent does
Lead and opportunity creation
Records created against your real object model.
Transcript attached
The full conversation stored on the record.
Custom objects
Write to your own objects, not just the standard ones.
Assignment rules
Respects your existing routing and ownership logic.
Bidirectional context
The agent reads account history before replying.
Audit trail
Every automated action is logged.
Live in four steps
Connect Salesforce
Authorise with a connected app.
Map objects and fields
Match the agent’s data to your schema.
Configure routing
Apply your assignment rules to inbound conversations.
Go live
Pipeline data stays current without rep data entry.
Questions, answered
Yes. Any object exposed through the Salesforce API can be a write target, including fully custom ones.
The connection uses a standard connected app with OAuth, so there is nothing to install into your org.
More scheduling & crm
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