
Popular PulpoChat + Salesforce Workflows


Create PulpoChat 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 - PulpoChat integration, anytime a new Salesforce contact is created, an PulpoChat 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 PulpoChat message for new Salesforce record
Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a PulpoChat message for every new Salesforce record is an essential way to stay on top of your work.

Send PulpoChat message for updated Salesforce record

Send PulpoChat message for new Salesforce account

Share updated Salesforce opportunity via PulpoChat message

When Record is created in Salesforce > Check any condition > Send whatsapp message from PulpoChat

When Record is created in Salesforce > Check any condition > Send whatsapp image message from PulpoChat

When Record is created in Salesforce > Check any condition > Send whatsapp video message from PulpoChat

When Record is created in Salesforce > Check any condition > Send whatsapp documents/audios message from PulpoChat

When Contact is created in Salesforce > Check condition > Create new internal contact (chat only) in PulpoChat

When Contact is created in Salesforce > Check condition > Create user in PulpoChat

When Lead is created in Salesforce > Check condition > Create new internal contact (chat only) in PulpoChat

When Lead is created in Salesforce > Check condition > Create user in PulpoChat

When Record is updated in Salesforce > Check any condition > Send whatsapp message in PulpoChat

When Record is updated in Salesforce > Check any condition > Send whatsapp image message in PulpoChat

When Record is updated in Salesforce > Check any condition > Send whatsapp video message in PulpoChat

When Record is updated in Salesforce > Check any condition > Send whatsapp documents/audios message in PulpoChat

When Record is created in Salesforce > Check any condition > Create new internal contact (chat only) in PulpoChat

When Record is created in Salesforce > Check any condition > Create user in PulpoChat
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PulpoChat is a tool that helps improve your business interaction on WhatsApp. It enables multi-agent management, simplifies client communications, and delivers robust analytics, thereby improving service efficiency.
See PulpoChat Integrations
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.
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