Run Salesforce from WhatsApp — Opportunities, Leads, and Accounts in one thread
Salesforce is the world's #1 CRM, used by more than 150,000 companies to manage Leads, Opportunities, Accounts, Contacts, and Custom Objects. The LunoGen Salesforce integration connects your AI agent to the Salesforce REST API and Bulk API so it can read and write any standard or custom object — all from WhatsApp messages, inbound webhooks via Flow, or scheduled cron jobs.
Salesforce is powerful but painful. Reps avoid logging activities, deals sit in the wrong stage, and leadership never knows the true state of the pipeline. With an AI agent on WhatsApp, your team updates Opportunities by simply texting 'Acme moved to Proposal, $120k, closing June 30'. Every WhatsApp conversation becomes a Salesforce Task, every new Lead gets enriched automatically, and your pipeline is finally up to date without anyone opening Lightning.
In Setup → App Manager → New Connected App, enable OAuth settings. Add callback URL from LunoGen and select scopes: api, refresh_token, offline_access.
Open the Connected App → Manage Consumer Details to reveal the Consumer Key and Consumer Secret. Wait 10 minutes after creation for propagation.
In LunoGen → Credentials → New → Salesforce, paste the Consumer Key, Secret, and your My Domain URL. Complete the OAuth handshake.
To push Salesforce events into LunoGen, build a Record-Triggered Flow (e.g. Opportunity stage = Closed Won) with an HTTP Callout action pointing to your LunoGen webhook URL.
Message your agent: 'Run SOQL: SELECT Name, Amount FROM Opportunity WHERE StageName = \'Proposal/Price Quote\' LIMIT 5' to verify the connection.
Every time a Salesforce Opportunity flips to Closed Won, a Flow fires a webhook to LunoGen. The agent pulls the full deal detail and posts a celebration to your team's WhatsApp group.
Opportunity just closed. Pulling the full record from Salesforce...
Reps update Stage, Amount, Close Date, and Next Steps on any Opportunity by messaging the agent in plain English — no more Lightning tab hunting.
Move the Northwind opp to Negotiation/Review, bump amount to $92k, push close date to end of June, and set next step to 'Legal review of MSA'
Searching for the Northwind opportunity...
When a new Lead lands in Salesforce, the agent pulls firmographics, tech stack, and recent news from public sources and writes it back to the Lead record with suggested talking points.
New Salesforce Lead: Maya Chen at Brightloop. Enriching from public sources...
Every morning the agent runs a SOQL query against your pipeline, flags stuck Opportunities, highlights movement, and delivers a founder-friendly summary to WhatsApp.
Running SOQL across Opportunities and computing stage movement vs yesterday...
Ask the agent for a pre-call brief on any Account. It pulls Salesforce history, opens Contacts, recent cases, and combines it with live web research into a one-page summary.
I have a call with Cascade Energy in 20 minutes. Give me a brief.
Pulling the Cascade Energy Account from Salesforce and running fresh research...
Every WhatsApp conversation with a prospect or customer is automatically summarized and logged to the matching Salesforce Contact and Opportunity as a Task — so your activity history is always complete.
Thread wrapped. Matching Priya Shah to a Salesforce Contact...
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Spin up an AI agent in under 2 minutes, plug in your Salesforce credentials, and start running your workflows from WhatsApp.