CRM Integration

Salesforce + conversational AI + WhatsApp — an intelligence layer

Your Salesforce is the system of record. Aivyro is the intelligence layer: scoring that predicts close, inbox that unifies WhatsApp and email, AI agents that execute repetitive tasks. Real-time bidirectional sync.

Aivyro
+
Salesforce
Enterprise

scale-ready

Bi-sync

bidirectional sync

SOC 2

compliance roadmap

How it works

1

OAuth 2.0 authentication

Connect your Salesforce org with one click. Support for Production and Sandbox environments.

2

Object mapping

Leads, Contacts, Opportunities, Accounts — mapped automatically. Custom fields configurable.

3

Intelligence activated

AI analyzes conversations, updates scoring, and triggers agents. Your Salesforce data gains a new dimension.

What you get

Complete Salesforce object sync

Leads, Contacts, Accounts, Opportunities — bidirectionally synced. Stage changes, notes, custom activities, everything reflects in real time. Supports multiple orgs.

Full sync

WhatsApp and Instagram for Salesforce leads

Your Salesforce leads gain an omnichannel inbox. WhatsApp, email, and Instagram conversations logged as Activities. Complete lead timeline in both platforms.

Omnichannel

Predictive AI for enterprise pipeline

Scoring based on signals Salesforce Einstein doesn't capture: WhatsApp sentiment, email urgency, cross-channel engagement patterns. Forecast with more confidence.

AI scoring

Salesforce Einstein vs Aivyro Intelligence

Einstein analyzes data INSIDE Salesforce. Aivyro analyzes data from ALL channels — WhatsApp, email, Instagram, phone — and injects those insights back into Salesforce. They're complementary, not competing.

Frequently asked questions

Yes. The integration uses Salesforce REST API, which works with both interfaces. Lightning and Classic are supported.

Yes. You can connect Production and Sandbox separately, ideal for testing the integration before going live.

Standard objects (Lead, Contact, Account, Opportunity) sync automatically. Custom objects can be configured on demand.

Yes. Aivyro only accesses data the connected user has permission to view. Respects field-level security and sharing rules.

OAuth connection in 1 minute. Automatic standard field mapping in 2 more minutes. Custom fields may take 5-10 more minutes depending on complexity.

Ready to integrate?

Set up in minutes. No code. No friction.

Salesforce + Aivyro Integration | AI and WhatsApp for Salesforce