Popular Salesforce + WaliChat Workflows
Create WaliChat contact for new Salesforce contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Salesforce - WaliChat integration, anytime a new Salesforce contact is created, an WaliChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Send WaliChat message for new Salesforce record
Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a WaliChat message for every new Salesforce record is an essential way to stay on top of your work.
Send WaliChat message for updated Salesforce record
Send WaliChat message for new Salesforce account
Share updated Salesforce opportunity via WaliChat message
When Record is created in Salesforce > Check any condition > Send whatsapp message from WaliChat
When Record is created in Salesforce > Check any condition > Send whatsapp image message from WaliChat
When Record is created in Salesforce > Check any condition > Send whatsapp video message from WaliChat
When Record is created in Salesforce > Check any condition > Send whatsapp documents/audios message from WaliChat
When Contact is created in Salesforce > Check condition > Create new internal contact (chat only) in WaliChat
When Contact is created in Salesforce > Check condition > Create user in WaliChat
When Lead is created in Salesforce > Check condition > Create new internal contact (chat only) in WaliChat
When Lead is created in Salesforce > Check condition > Create user in WaliChat
When Record is updated in Salesforce > Check any condition > Send whatsapp message in WaliChat
When Record is updated in Salesforce > Check any condition > Send whatsapp image message in WaliChat
When Record is updated in Salesforce > Check any condition > Send whatsapp video message in WaliChat
When Record is updated in Salesforce > Check any condition > Send whatsapp documents/audios message in WaliChat
When Record is created in Salesforce > Check any condition > Create new internal contact (chat only) in WaliChat
When Record is created in Salesforce > Check any condition > Create user in WaliChat
- 1of2
Create Your Own Salesforce & WaliChat Integration In Clicks
Integrate Salesforce & WaliChat In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesforce & WaliChat with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate Salesforce & WaliChat With 1100+ Other Apps
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce IntegrationsWaliChat is an innovative platform transforming your WhatsApp into a robust customer service tool. It facilitates multi-agent chat, allowing your team to handle multiple customer conversations simultaneously, optimizing productivity.
See WaliChat Integrations❤Trusted by 10,000+ Customers
Most upvoted product of the month