NXT Cloud Chat – CRM, Inbox & OTP Login vs Object Data Sync for Salesforce Integration with WP, Woo, Gravity, WPForms, Ninja, CF7 & more

NXT Cloud Chat connects WordPress directly to Meta’s official WhatsApp Cloud API. Manage customer conversations, CRM contacts, sales pipelines, team access, and OTP login from your WordPress admin while keeping CRM data in your own database. It is designed for stores, sales teams, support teams, membership sites, agencies, and developers that need a self-hosted WhatsApp CRM without a separate inbox SaaS. Everything runs from the familiar WordPress admin area, so your team can manage conversations, contacts, sales follow-ups, login verification, and customer records in one connected workspace. Free Plugin Shared inbox with conversation tickets, priorities, assignments, internal notes, saved views, and SLA indicators. Contacts, groups, tags, lifecycle stages, follow-up tasks, ownership, duplicate detection, and activity history. Sales pipelines, configurable stages, deals, line items, values, reasons, and stage history. Access Teams with module permissions and assigned, team, or all-record scopes. WhatsApp OTP login for WordPress and WooCommerce My Account. Message history, delivery status, incoming webhooks, connection health, and secure media access. Stable PHP wrappers, hooks, runtime capability discovery, and developer documentation for integrations. Pro Add-on NXT Cloud Chat Pro adds approved template sync and sending, bulk broadcasts, dynamic segments, WooCommerce order communication, abandoned cart recovery, visual workflows, automation logs, retries, analytics, and CSV exports. Setup and Privacy Connect your own Meta app, business account, phone number ID, and access token. NXT Cloud Chat communicates with Meta only for the messaging, webhook, template, media, and health operations you configure. Credentials are encrypted at rest when supported, and contacts, messages, deals, and CRM records remain in your WordPress database. Step-by-step setup guide Plugin website Upgrade to NXT Cloud Chat Pro External Services This plugin connects to the official WhatsApp Business Platform / WhatsApp Cloud API provided by Meta Platforms, Inc. Using this plugin means data will be transmitted from your WordPress site to Meta’s servers as described below. What It Is Used For 1-to-1 WhatsApp messaging – send and receive WhatsApp messages between your business number and your contacts from the WordPress Chat Window. WhatsApp OTP login – send one-time passwords to users’ WhatsApp numbers for passwordless WordPress or WooCommerce login. Template messaging – sync approved WhatsApp message templates from your Meta Business account and send them for notifications, authentication, broadcasts, and automation (Pro). Broadcast campaigns – send bulk WhatsApp campaigns to selected contacts using approved templates (Pro). Webhook event handling – receive inbound messages, delivery status updates, read receipts, and message events from the WhatsApp Cloud API. WooCommerce notifications – send order and customer communication messages via WhatsApp (Pro). COD verification workflows – use WhatsApp login or automated WhatsApp confirmation messages to help verify COD orders and reduce fake orders or failed deliveries (Pro). Abandoned cart recovery – send WhatsApp reminders for abandoned WooCommerce carts (Pro). Workflow-triggered messages – send WhatsApp messages based on user login, WooCommerce events, CRM events, deal changes, conversation events, or custom triggers (Pro). Connection diagnostics – verify your API credentials and send test template messages to confirm that your WhatsApp Cloud API setup is working correctly. What Data Is Sent and When During setup – your App ID, App Secret, Business Account ID, Phone Number ID, and Access Token are stored in your WordPress database and used server-side to authenticate API calls and verify incoming webhook signatures (X-Hub-Signature-256). These values are not printed into public pages or client-side JavaScript. When sending or receiving WhatsApp messages – the recipient phone number, message content, template name, template parameters, media attachments, and delivery metadata are sent to or received from the WhatsApp Cloud API. During WhatsApp OTP login – the user’s phone number and OTP message template data are sent to the WhatsApp Cloud API. During template sync – your Business Account ID and Phone Number ID are used to fetch and synchronise approved templates from your Meta account. During webhook delivery – Meta sends inbound messages, delivery receipts, read events, and status payloads to your WordPress webhook endpoint. These are validated server-side using your App Secret before being stored. Service Provider WhatsApp Business Platform / WhatsApp Cloud API by Meta Platforms, Inc. Meta Privacy Policy WhatsApp Privacy Policy Meta Terms for WhatsApp Business WhatsApp Business Solution Terms WhatsApp Business Terms of Service WhatsApp Business Messaging Policy WhatsApp Messaging Guidelines WhatsApp Cloud API Pricing You are responsible for ensuring that your use of this plugin and the WhatsApp Cloud API complies with applicable laws, your privacy policy, Meta’s platform rules, and WhatsApp Business policies. Features Dashboard View the health of your WhatsApp connection, CRM activity, and automation status from one central dashboard. Connection Health, Messaging Health, and Calling Health status cards. Live status indicators for WhatsApp Cloud API credentials and webhook configuration. Setup help links and support badge for guided onboarding. CRM, SLA, lifecycle, tag, deal, automation, broadcast, and abandoned cart reporting (Pro). Secure selected-range CSV exports with permission checks (Pro). Deals – Sales Pipelines and Deal Tracking Manage your WhatsApp leads and sales opportunities directly inside WordPress. Create pipelines with custom stages, colours, ordering, and required stage reasons. Manage deals with owners, priorities, values, expected close dates, and line items. Track stage-transition history and review deal activity in the contact timeline. Duplicate, archive, or delete deals using guarded confirmation flows. Use stable pipeline, deal, lifecycle, and line-item wrappers for integrations. Chat Window – WhatsApp Inbox A shared WhatsApp inbox for sales, support, and customer communication. Browse, filter, and reply to WhatsApp conversations from WordPress. Manage tickets with status, priority, category, followers, notes, and handoff notes. Assign tickets to users, teams, or queues with manual or automated routing. Use saved inbox views: All, Mine, Team Queue, Unassigned, Overdue, and Recently Resolved. Track SLA targets for first response and resolution. Store message history with timestamps, delivery status, reply context, reactions, and secure media access. Contacts – CRM Contact Management A WordPress-native CRM contacts system built around WhatsApp customer communication. Store phone number, country, name, custom fields, subscription status, and unsubscribe reasons. Track lifecycle stages such as new lead, active prospect, customer, or closed customer. Create follow-up tasks, assign owners, and use saved contact views. Detect and merge duplicate contacts with guarded confirmation flows. Review contact profiles and CRM activity timelines from Contacts or Chat Window. Use stable contact upsert wrappers for safe integrations. Groups Organise contacts into groups for better targeting and messaging. Create groups such as Leads, Members, VIP Customers, COD Customers, or Repeat Buyers. Assign contacts manually or in bulk. Use groups for broadcast targeting and workflow logic. Verified-group protections help prevent accidental modification of important groups. Tags Label and segment contacts using flexible CRM tags. Create colour-coded CRM tags with descriptions. Assign tags manually, in bulk, during import, or through compatible integrations. Filter contacts by any, all, or none of selected tags. Preserve tag names in exports and use stable tag wrappers for integrations. Templates (Pro) Manage approved WhatsApp message templates from WordPress. Create and manage templates directly from WordPress, and sync with Meta. Browse templates by category such as marketing, utility, and authentication. Use image headers, CTA buttons, quick replies, coupon codes, and dynamic placeholders. Send individual template messages from Chat Window or Contacts. Use templates in broadcasts, workflows, WooCommerce notifications, and abandoned cart recovery. Send Broadcasts (Pro) Send official WhatsApp bulk campaigns using approved message templates. Build campaigns for selected groups or Dynamic Segments. Use CTA buttons and approved template content. Personalise messages with placeholders and target subscribed contacts. Schedule campaigns or send immediately, then track delivery and read status. Abandoned Carts (Pro) Recover WooCommerce carts with WhatsApp reminders. Track stale WooCommerce carts in a dedicated Abandoned Carts screen. Review cart value, time abandoned, recovery status, and customer context. Send WhatsApp recovery messages through workflows. Configure stale-cart thresholds, retention periods, and cleanup schedules. COD Order Verification NXT Cloud Chat can help WooCommerce stores verify COD customers and reduce avoidable returns. Use WhatsApp OTP login so customers verify their WhatsApp number before account access or checkout flows. Sync verified WordPress users into CRM Contacts. Use tags, lifecycle stages, or groups to identify verified COD customers. Use Pro workflows to send COD confirmation templates after order placement. Add follow-up tasks for unconfirmed or high-risk COD orders. Help reduce fake orders, unreachable customers, failed delivery attempts, and return-to-origin losses. Segments (Pro) Build dynamic contact audiences for campaigns and automation. Create tenant-scoped Dynamic Segments with a live rule builder. Segment by subscription status, tags, groups, lifecycle stages, ownership, conversation state, tasks, and dates. Add WooCommerce filters such as order value, order count, products, categories, coupons, refunds, statuses, and abandoned carts. Preview audience size before sending. Workflows (Pro) Automate WhatsApp messaging and CRM actions without coding. Trigger workflows from incoming messages, user logins, WooCommerce orders, abandoned carts, conversation changes, deal changes, contact lifecycle changes, tasks, or compatible plugin events. Add conditions for tags, groups, lifecycle stages, ownership, segments, tasks, conversation state, SLA status, deal stage, order value, and cart context. Send approved WhatsApp template messages. Update contacts, tags, assignments, lifecycle stages, follow-up tasks, deals, line items, conversations, priorities, notes, and escalations. Workflow Runs (Pro) Monitor every automation execution. View workflow logs with trigger event, contact, status, and timestamps. Drill into individual runs to see step-by-step execution. Review or retry failed runs and track broadcast or abandoned cart automation status. History Keep a complete record of WhatsApp messages. Review inbound and outbound messages. Filter by contact, direction, date range, or status. View delivery status, read receipts, timestamps, template names, and contact details. Use history for reporting, debugging, compliance review, and customer context. Authentication – WhatsApp OTP Login Offer passwordless login using WhatsApp OTP. Shortcode: [nxtcc_login_whatsapp] Users choose their country, enter their phone number, receive an OTP via WhatsApp, and verify. Verified users are linked to their WhatsApp number for future login. Optional WhatsApp login buttons for the WordPress login page and WooCommerce My Account page. Optional force-migration page for moving existing users to WhatsApp login. Verified WordPress users can be synced into CRM Contacts. Admin controls for OTP length, cooldown, countries, button text, colours, corner style, and branding. Settings – WhatsApp Cloud API Configuration Configure WhatsApp Cloud API securely from WordPress. Save App ID, App Secret, Access Token, Phone Number ID, Business Account ID, and display phone number. Run connection diagnostics and test template sends. Generate Verify Token and copy Callback URL for Meta webhook setup. Verify webhook signatures with App Secret-based X-Hub-Signature-256 validation. Manage cleanup, retention, uninstall data removal, Team Access permissions, and record scopes. Team Access and Permissions Give users the right level of access for their role. Create tenant Access Teams for WordPress users. Set view-only or manage permission per module. Control access for Dashboard, Deals, Chat Window, Contacts, Groups, Tags, Templates, Broadcasts, Abandoned Carts, Segments, Workflows, History, Authentication, and Settings. Set record scopes such as assigned records, team queue, or all records. Apply CRM access-policy enforcement across inbox, contacts, imports, exports, media downloads, and forwarding. User-Friendly and Developer-Friendly NXT Cloud Chat is designed for everyday WordPress users, business teams, agencies, and developers. For users and teams: Clean WordPress admin screens. Guided setup links and support badge. Contact, group, tag, deal, inbox, CRM, sales pipeline, and OTP login tools in one place. Team access controls without custom coding. Useful for support, sales, ecommerce, COD order verification, and customer follow-up. For developers and agencies: Free plugin and Pro add-on are separate and extensible. Database schema, DAO helpers, filters, actions, runtime discovery, and stable wrappers for compatible integrations. Documented integration contracts for extension development. WhatsApp Webhook Setup Enable incoming messages in the Settings webhook section. Copy its Callback URL and Verify Token. In Meta WhatsApp → Configuration, add both values and subscribe to messages. Complete verification. Keep the matching App Secret saved for X-Hub-Signature-256 validation. WhatsApp Login Setup Configure OTP and country options under NXT Cloud Chat → Authentication. Publish a page containing [nxtcc_login_whatsapp]. Optionally enable login-page/My Account buttons and an existing-user migration URL.

Integrate Salesforce with WordPress in Real Time for Bidirectional Data Exchange Object Data Sync for Salesforce is a WordPress Salesforce Integration plugin that connects your WordPress site directly to your Salesforce and keeps selected data synchronized in real-time. When data changes in WordPress, such as users, posts, form submissions, or WooCommerce activity, the plugin sends those updates to Salesforce using secure APIs and configured object and field mappings. When records are updated in Salesforce, a companion Salesforce AppExchange package sends those changes back to WordPress, where the plugin applies them automatically. This bidirectional synchronization reduces manual data entry and helps prevent outdated or inconsistent information across both platforms. Our plugin offers the following benefits: Official Salesforce ISV: Listed on the AppExchange and supported by the Salesforce partner ecosystem. Flexible Plans: Free to install with core features. Advanced options are available through Standard, Premium, Enterprise, or VIP plans, suitable for startups and large organizations alike. One Plugin for All Needs: Seamlessly connect Salesforce CRM with WooCommerce Sync, Gravity Forms, Contact Form 7, WPForms, Ninja Forms, Formidable Forms, Ultimate Member, Paid Memberships Pro, ACF, BuddyPress, MemberPress, BuddyBoss, and more in one place. Enterprise Support: 24/7 assistance for onboarding, configuration, complex mappings, and high-volume transfers. Secure Data Handling: Syncs directly into WordPress tables and communicates securely with your Salesforce instance. No external servers are involved. Quick Access Resources: Official Website | Key Features | Pricing Plans | Book a Free Demo | Setup Guide | Developer Documentation | WooCommerce Salesforce Integration | Contact Us Step‑By‑Step Video Guide: Configure WordPress Salesforce Integration Plugin Need Help or Support? If you face issues with the miniOrange Salesforce Integration plugin, need advice on mapping objects, or want to discuss a custom requirement, contact us at [email protected]. Core Features of the Salesforce Sync Plugin Our WordPress plugin offers many features you can use for quick Salesforce Integration: Real-Time Bidirectional Sync Automatically create/update/delete Salesforce objects when data changes in WordPress, and vice versa. Multiple Object Mapping Map Salesforce objects like Leads, Accounts, Contacts, Opportunities, Products to WordPress entities like WooCommerce orders, users, or custom post types. Run multiple mappings at once without limits. Custom Triggers Define rules for when data moves between systems. For example, send WooCommerce orders to Salesforce only when they reach statuses like completed or refunded. Custom Field Mapping Sync both standard and custom fields, including Advanced Custom Fields (ACF). Perfect for unique data such as membership IDs, loyalty levels, or service preferences. One‑Time Pull and Push Easily migrate existing data by pulling Salesforce records into WordPress or pushing large datasets from WordPress into Salesforce. Useful for onboarding or platform migrations. Secondary Key Lookup Prevent duplicates by using alternate identifiers like email addresses or customer IDs instead of Salesforce record IDs. Taxonomy Assignment Sync and assign categories, tags, and labels from Salesforce directly into WordPress, keeping content structured and consistent. Multi‑Attachment Handling Sync multiple file attachments from WordPress forms into Salesforce, storing them with the right Contact, Lead, or Opportunity as Related records. Image Updates Keep WooCommerce product images in sync with those managed in Salesforce, ensuring catalogs stay accurate. Event Management Push WordPress Events Calendar entries into Salesforce as Campaigns or custom event objects, where registrations automatically convert into Leads or Contacts for improved tracking. You can easily pull upcoming events data from Salesforce directly within WordPress. Real‑Time and Scheduled Deletion When records are deleted in one system, they are removed in the other, and vice versa. Bulk deletions can also be scheduled. Filtered Syncs Apply conditions to control which Salesforce records are synced into WordPress, whether in real time or during bulk pulls. Data Display in WordPress Show Salesforce data directly in WordPress using list or card layouts, giving editors and support teams visibility without switching platforms. Supported Salesforce 🔁 WordPress Integrations The Salesforce WordPress Integration plugin connects effortlessly with widely used WordPress plugins such as: WooCommerce The WooCommerce Salesforce Integration syncs orders, subscriptions, payments, refunds, products, and customer details in real time. Inventory stays consistent in both systems. ACF (Advanced Custom Fields) Custom fields data captured in WordPress is mapped directly into Salesforce with our ACF Salesforce Integration. Unique custom data, such as venue details, order metadata, or service preferences, remains synced. CPT UI Structured content like Speaker catalogs, directories, or any Custom Post Type created with CPT UI can be mapped to Salesforce objects for record management. Event Calendar Events, tickets, and attendees are kept synced between WordPress and Salesforce. You can keep titles, dates, locations, organizers, and categories updated across both platforms for better event management. Gravity Forms Submissions from Gravity Forms are captured in Salesforce as Leads, Contacts, or Cases through the Salesforce Gravity Forms integration. Files such as resumes or invoices captured in submissions are synced within the right records related to Leads, etc. WPForms The WPForms Salesforce Integration moves submissions into Salesforce instantly. Records are created or updated automatically, and uploaded files stay linked to the correct contact. Ninja Forms Entries from Ninja Forms are sent to Salesforce. A secondary key lookup ensures existing Contacts or Accounts are updated instead of duplicated. Contact Form 7 With Contact Form 7 Salesforce Integration, submissions generate Leads or Cases in real time, supporting sales and support teams. MemberPress Membership registrations, levels, payments, renewals, and cancellations are synced with Salesforce, keeping member data consistent. Ultimate Member Registrations, role changes, and profile updates are synced through the Ultimate Member Salesforce Integration. Salesforce can also update WordPress roles when required. Paid Memberships Pro Renewals, upgrades, and cancellations are tracked in Salesforce via the Paid Memberships Pro Integration, ensuring subscription data is accurate. LearnDash Enrollments, course progress, and completions are recorded in Salesforce through the LearnDash Integration, giving teams visibility into learner performance. BuddyPress Community features such as profiles, groups, and activity streams are synced into Salesforce, allowing engagement data to be analyzed with CRM records. BuddyBoss The BuddyBoss Salesforce Integration keeps communities connected. Roles, profiles, and activity updates in Salesforce can also adjust BuddyBoss workflows. Business Use Cases Supported By Our Salesforce Integration Plugin Our Object Data Sync for Salesforce WordPress Integration helps businesses keep data consistent and up to date across platforms. Here are the most common ways teams use it: WooCommerce: Orders, Products, Customers, and Images Running an online store means every order, product update, and customer detail needs to be visible in Salesforce without delay. The WooCommerce Salesforce Integration makes this automatic. Orders, subscriptions, and renewals appear in Salesforce, products map to Product objects, customer profiles become Contacts or Accounts, and product images stored in Salesforce update WooCommerce listings. Your catalog, sales data, and customer records stay accurate in both systems. Watch WooCommerce Salesforce Sync in Real Time Custom Content: CPT and ACF Businesses often rely on structured content like catalogs or directories in WordPress. With ACF Salesforce Integration and CPT UI Salesforce Integration, custom post types and their custom fields map directly to Salesforce objects. Updates move both ways, so Salesforce always reflects the latest structured data. This prevents duplication and keeps specialized content reliable. See How to Map Custom Posts Events: Registrations and Attendance Events generate valuable leads, but tracking them only in WordPress leaves Salesforce reporting incomplete. With our integration, events flow into Salesforce as Campaigns or custom objects. Registrations create Leads or Contacts, cancellations update records immediately, and campaign dashboards combine event and sales data for accurate ROI tracking. Memberships: Subscriptions and Renewals Subscription businesses need consistent records. The Salesforce WordPress Integration ensures new registrations create Contacts, payment histories sync automatically, and subscription details update in real time. Membership levels stored in Salesforce can also assign WordPress roles, keeping member profiles consistent across both systems. Lead Capture: WordPress Forms Forms often collect leads, demo requests, or support cases. With Gravity Forms Salesforce Integration, plus support for WPForms, Ninja Forms, and Contact Form 7, submissions flow into Salesforce instantly. Leads, Contacts, or Cases are created with mapped fields and files, while duplicate prevention keeps data clean. Communities: BuddyPress and BuddyBoss Communities generate engagement data that becomes more powerful when connected to Salesforce. Through BuddyPress and BuddyBoss Salesforce Integration, profiles, group memberships, and activity logs move into Salesforce automatically. Roles in WordPress can be assigned based on Salesforce attributes, and profile updates, such as location or preferences, stay synced. VIP Support For enterprises that need more than basic integration, the Salesforce plugin VIP Package offers advanced features, priority support, and tailored solutions. It ensures operations remain secure, scalable, and efficient. Feedback and Support Your experience matters. Whether you have feedback, need assistance, or face challenges with Salesforce WordPress Integration, our expert team is ready to help. Contact us at [email protected]. Privacy Policy On plugin deactivation, you may optionally check a box to share anonymous plugin usage data. It is never sent unless you check that box and submit the feedback form. If you opt in, we receive a small anonymous technical snapshot (for example, connection status and mapping or provision settings). It is used only to improve the plugin. No sensitive information is collected.