Your team on WhatsApp Business. Your company on Salesforce.
With WhatsApp CoEx, your sales reps keep using the same number on the WhatsApp Business app and all conversations are automatically synced with Salesforce — no change to the rep's workflow and no manual action required.
Sales history can't live on the rep's phone
History stuck on the phone
Quotes, negotiations and the entire sales history stay trapped on each rep's device — invisible to the company and with no continuity.
Management without visibility
Management has no visibility into customer interactions, follow-ups and client portfolios — all information depends on each rep's manual reporting.
Unworkable alternative
The alternative — moving conversations to a mobile CRM — requires abandoning the daily app and leads to low adoption by the sales team.
How WhatsApp CoEx works
The rep changes nothing
Your team keeps using WhatsApp Business, with the same number as always, without installing any new app.
Automatic sync with Salesforce
Every conversation is automatically synced with Salesforce, with no manual action from the rep. The history is linked to the customer profile in the CRM.
Management with full visibility
Management tracks the history linked to each customer, productivity dashboards, sales performance indicators and real-time monitoring of customer interactions.
In practice: an importer with its entire client portfolio on WhatsApp
An importer in the Industry & Distribution sector
The challenge
The sales team negotiated and sent quotes through WhatsApp Business, but all information stayed on their phones — with no visibility for management. They tried Salesforce Mobile as an alternative, but adoption was low: reps wouldn't abandon the app they already used every day.
The solution
With WhatsApp CoEx from chatt2.me, the importer kept the same number and the same WhatsApp Business app for its reps. The official API began coexisting with the app, automatically syncing every conversation with Salesforce — no new installs and no manual action.
The result
The company gained a complete history linked to each customer profile in Salesforce, automatic conversation logging, interaction monitoring, productivity dashboards and full continuity during vacations, offboarding and portfolio reassignments. Reps kept their WhatsApp Business routine — without changing a thing.
What your company gains
Official app kept
Reps keep using WhatsApp Business — the app they already know and use every day.
Automatic history in Salesforce
All conversations are automatically logged in the customer profile, with no typing and no manual action.
Management visibility
Management gains full visibility into every rep's customer interactions, negotiations and follow-ups.
Monitoring and metrics
Productivity dashboards and sales metrics updated in real time, directly in Salesforce.
Service continuity
During vacations, offboarding or portfolio reassignments, the full history stays in the CRM — service is never lost.
Fast adoption
No new apps to install and no change in routine — adoption by the sales team is immediate.
Centralized information
All sales information — conversations, quotes, negotiations — centralized in a single place: Salesforce.
Compliance and governance
All sales interactions automatically logged in Salesforce ensure traceability, compliance and governance over every customer relationship.
No duplicate information
No copying and pasting between WhatsApp and CRM. Information flows automatically from the rep's app into Salesforce — no rework, no human error.
Frequently asked questions
What is WhatsApp CoEx?+
CoEx (coexistence) lets you use the same WhatsApp number on the WhatsApp Business app and the official API at the same time.
Do I need to change the number or the app?+
No. With WhatsApp CoEx, you keep the same number and the same WhatsApp Business app. The official WhatsApp API coexists with the app, with nothing the rep needs to change.
Does the rep need to change their routine?+
No. Conversation syncing with Salesforce is completely automatic, with zero manual action from the rep. They keep using WhatsApp Business exactly as they always have.