Your CRM on WhatsApp.
Query Salesforce data, check opportunities, and deliver customer support — all through a WhatsApp message, in 100+ languages.
GPTfy turns WhatsApp into a live Salesforce interface, letting reps pull account data on the go and enabling customers to get instant AI-powered support without leaving the app they already use.
Integration capabilities
Conversational CRM Access
- Reps ask questions in plain language and receive structured Salesforce data instantly.
- Covers opportunities, renewals, account details, and any admin-configured prompt.
Multilingual AI Translation
- Over 100 languages supported with built-in AI translation — no third-party service needed.
- Ideal for global field teams and international customer bases.
Inbound Customer Support
- Customers message your WhatsApp business number and get AI answers from your knowledge base.
- Unresolved queries can automatically create Salesforce cases for agent follow-up.
Zero-Friction Deployment
- No new app installation for reps — WhatsApp is already on their phones.
- Admins configure prompts and permissions inside Salesforce; users just start chatting.
Use this video when
A field rep needs opportunity details before walking into a client meeting — asks via WhatsApp in seconds
A global sales team in Latin America queries their CRM in Spanish without switching to a laptop
A customer messages your WhatsApp number with a product question and gets an instant AI answer
A support manager wants to deflect tier-1 cases by routing common questions through WhatsApp automation
A renewal manager checks contract status and next steps for an account while traveling
An operations leader wants to extend Salesforce productivity to field workers who don't have laptop access
Frequently asked questions
GPTfy bridges WhatsApp directly to your Salesforce org, so when a rep or customer sends a message, GPTfy queries the relevant Salesforce objects in real time and returns the response inside the WhatsApp thread. No separate app or screen switch is required.
Reps can ask about opportunities, account details, renewal statuses, contact information, and any other object your admin has configured GPTfy prompts for. The same prompt library available inside Salesforce is accessible through the WhatsApp channel.
Yes. GPTfy's WhatsApp channel supports over 100 languages with built-in AI translation. A rep working in Spanish or a customer messaging in French receives responses in their preferred language without any additional configuration or translation service.
Yes. GPTfy enables an inbound customer support flow where customers message your WhatsApp business number and receive instant AI-generated answers drawn from your Salesforce knowledge base. Tickets can be created automatically for issues that require human follow-up.
No. Because WhatsApp is already on every rep's phone, there is zero additional app installation or training required. Admins configure the prompts and permissions inside Salesforce, and users simply open WhatsApp and start asking questions.
GPTfy applies its security layer before any data leaves Salesforce, masking personally identifiable information according to your configured rules. Responses returned to WhatsApp contain only the data the prompt and permission settings allow, and zero data is retained by third-party AI providers.
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Video transcript
Explore More
Demo Videos
Browse all Salesforce + AI demo videos by category.
WhatsApp Integration
Learn how GPTfy connects Salesforce to WhatsApp for field and customer use cases.
Flow Integration
See how GPTfy embeds AI into Salesforce Flows — no Apex required.
Salesforce AI Use Cases
Explore real-world AI use cases across Sales Cloud and Service Cloud workflows.
Last updated: February 2026
