Update Salesforce Opportunities from WhatsApp
Reps update Stage, Amount, Close Date, and Next Steps on any Opportunity by messaging the agent in plain English — no more Lightning tab hunting.
Conversation example
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...
Found: 'Northwind Traders — Platform Expansion' (Owner: Priya Shah) Current Stage: Proposal/Price Quote Current Amount: $74,000 Current Close Date: 2026-05-31 Applying updates...
Done. Opportunity updated in Salesforce: - Stage: Negotiation/Review - Amount: $92,000 (+$18k) - Close Date: 2026-06-30 - Next Step: Legal review of MSA Also created a Task on the record: 'Pipeline update via LunoGen WhatsApp — per Alex'. Priya's been notified.
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Account Research Brief Before Every Call
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Log WhatsApp Calls as Salesforce Tasks
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.
Deploy this in minutes
Create a LunoGen agent, connect Salesforce, and start running this workflow from WhatsApp today.