Keep Salesforce as your CRM, and add DueDoor's speed.
Salesforce is often where the sales team lives. DueDoor is where leads are answered in seconds on WhatsApp, by AI call and by booking link. Once a lead qualifies, DueDoor sends it to Salesforce through Web-to-Lead or Zapier, with the fields you choose.
What moves between Salesforce and DueDoor
There is no automatic two-way sync of everything. Each direction is a rule in DueDoor or Zapier, so you always know what moves to Salesforce and when.
| What | Direction | How it works |
|---|---|---|
| New or qualified leads | From DueDoor | Salesforce Web-to-Lead accepts a form post from an HTTP request step, or a Zap creates the record through Salesforce's Zapier app. |
| Fields | From DueDoor | Name, phone, email, source, stage and notes, mapped to Salesforce Lead fields. |
| Records from Salesforce | Into DueDoor | Through Zapier: a Salesforce trigger posts new records to your DueDoor lead endpoint for WhatsApp follow-up. |
| Conversations | Not synced | WhatsApp, Instagram and email threads stay in DueDoor. A summary can go to Salesforce as a note or description. |
What a lead looks like when it reaches Salesforce
The lead is answered in DueDoor first. Once it qualifies, a clean record lands in Salesforce for your sales team.
- Speed stays in DueDoor: the WhatsApp reply, the AI call and the booking happen before any sync.
- Only the leads you choose reach Salesforce, so your CRM is not flooded with unqualified enquiries.
- The source travels with the lead, so reports in Salesforce can still show where business came from.
- Every run is logged in DueDoor, so a failed call to the CRM is visible, not silent.
- Rules can be switched off or changed at any time without touching your CRM setup.
How to connect Salesforce
We set it up with you and test it end to end before it runs on real leads.
- 01
Choose the path
Web-to-Lead for simple lead creation, or Zapier or a built connector for more objects and updates.
- 02
Prepare Salesforce
Your admin enables Web-to-Lead and shares the organisation ID, or connects Salesforce in Zapier.
- 03
Add the DueDoor rule
Pick the trigger, for example stage changed to Qualified, and add the HTTP request or Zapier step.
- 04
Map the fields
Name, company, phone, email, Lead Source and a short description from the conversation.
- 05
Test and check the log
Create a test Lead, confirm it in Salesforce and watch DueDoor's run history in the first week.
What it does not do
We would rather you know the edges before you start. These are the honest limits today.
There is no one-click Salesforce connector in DueDoor today. The connection is a rule you can see, built with you.
Nothing syncs two ways by itself. Each direction is set up and tested on purpose.
Salesforce caps how many Web-to-Lead submissions it accepts each day; for high volume, Zapier or a connector we build is the better path.
Salesforce is a premium app on Zapier, so check your Zapier plan.
How businesses use Salesforce with DueDoor
A few examples by industry. Each links to what DueDoor does for that kind of business.
Car dealerships
Reply to test drive enquiries on WhatsApp first, then pass serious buyers to Salesforce.
Insurance agencies
Qualify policy enquiries in DueDoor and create Leads in Salesforce for advisers.
Loan and finance brokers
Collect basic eligibility on WhatsApp, then send complete leads to Salesforce.
SaaS companies
Book demos fast in DueDoor while the sales team works opportunities in Salesforce.
Property developers
Answer project leads in seconds and send site-visit-ready buyers to Salesforce.
Universities and colleges
Answer applicants on WhatsApp and hand admissions-ready ones to Salesforce.
See every industry we work with on the industries page.
Questions about the Salesforce integration
Is there a native Salesforce connector?
No. DueDoor sends leads to Salesforce through Web-to-Lead from an automation step, or through Salesforce's Zapier app. For deeper needs we can build a connector on Salesforce's REST API.
What is Web-to-Lead?
A Salesforce feature that creates a Lead from a simple form post. A DueDoor HTTP request step can make that post with your organisation ID and mapped fields. Salesforce limits how many it accepts per day.
Which Salesforce objects can be created?
Through Web-to-Lead, Leads. Through Zapier or a connector we build, other objects such as Contacts or Opportunities, depending on the actions you map.
Can Salesforce records get DueDoor's WhatsApp follow-up?
Yes, through Zapier. A Salesforce trigger posts the record to your DueDoor lead endpoint, and your DueDoor flow takes over.
Do WhatsApp conversations sync into Salesforce?
The thread stays in DueDoor. A summary or the last message can go into the Lead's description field.
Do we need a particular Salesforce edition?
Web-to-Lead and API access depend on your Salesforce edition and settings. Check with your Salesforce admin; we adapt the method to what your org allows.
Connect DueDoor to Salesforce
Book a call or message us on WhatsApp. We will look at what you use today and tell you plainly how the connection would work. You can also write to support@duedoor.com.