Cascade Connect
Omnichannel Communication, Inside Salesforce
Unify WhatsApp, email, SMS, and call activity into a single Salesforce-native timeline. Give every team complete visibility without leaving their CRM.
From Fragmented Conversations to One Unified Timeline
Personal WhatsApp
Messages scattered across personal devices
Outlook Disconnected
Email lives outside the CRM entirely
Manual Call Logging
Reps type notes by hand after every call
No CRM Visibility
Conversations invisible to the wider team
Missed Follow-ups
Leads go cold without a reminder system
No Conversation History
Past interactions are lost or fragmented
No Real-Time WhatsApp Replies
Agents can't respond to customers instantly from inside Salesforce
Unified Communication
Every conversation synced into Salesforce
Auto CRM Logging
Every message and call logged automatically
Central Customer Timeline
One unified view of every touchpoint
Workflow Automation
Follow-ups and tasks trigger themselves
Team Collaboration
Reps and managers see the same context
Complete Visibility
Full history available to every stakeholder
Live WhatsApp Conversations
Reply to customers in real time directly from any Salesforce record
Everything You Need to Run Communication Inside Salesforce
Connect the official WhatsApp Business API directly with Salesforce to manage every customer conversation from a single CRM workspace.
- Send and receive WhatsApp messages natively inside Salesforce.
- Automatically log every conversation to Leads, Contacts, and Opportunities.
- Track delivery status, read receipts, and customer responses in real time.
- Enable secure, compliant business messaging with complete conversation history.
- Have real-time two-way WhatsApp conversations from any Lead, Contact or Opportunity record.
- Schedule messages to send at a specific time or trigger automatically when a Lead Stage changes.
WhatsApp Business Integration
Connect the official WhatsApp Business API directly with Salesforce to manage every customer conversation from a single CRM workspace.
- Send and receive WhatsApp messages natively inside Salesforce.
- Automatically log every conversation to Leads, Contacts, and Opportunities.
- Track delivery status, read receipts, and customer responses in real time.
- Enable secure, compliant business messaging with complete conversation history.
- Have real-time two-way WhatsApp conversations from any Lead, Contact or Opportunity record.
- Schedule messages to send at a specific time or trigger automatically when a Lead Stage changes.
Deployment & Business Overview
Follow how Cascade Tech plans, configures, deploys, and supports your Salesforce solution through a structured implementation journey.
Built For
Target Users
Architecture
Technical Foundation
Business Value
Impact & ROI
Ideal For
Industries Served
Built For
Sales, Customer Support, Marketing Teams, and CRM Managers looking to centralize customer communication inside Salesforce.
Key DeliverablesPowered By Trusted Infrastructure Partners
Cascade Connect runs on enterprise-grade, compliant messaging infrastructure — not generic third-party APIs.
- Accounts: 3,240
- Leads: 8,120
- Contacts: 5,940
- Opportunities: 1,842
- Sync Queue: 12 pending
- Last Sync: 2 sec ago
- Record Count: 12,842
- Conflict Errors: 0

