Salesforce + WaliChat Integration

Connect Salesforce to WaliChat in 1 click

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Popular Salesforce + WaliChat Workflows

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Salesforce + WaliChat  Integration

Create WaliChat contact for new Salesforce contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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.
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Salesforce + WaliChat  Integration

Send WaliChat message for new Salesforce record

Automatically sending a WaliChat message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - WaliChat integration, you can be confident that you will always be kept in the loop.

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.
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Salesforce + WaliChat  Integration
1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • WaliChat
    Message received from WhatsApp in WaliChat Instant
  • WaliChat
    Message sent to WhatsApp in WaliChat Instant
  • WaliChat
    Message read from WhatsApp in WaliChat Instant
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • WaliChat
    Search WhatsApp message in WaliChat
  • WaliChat
    Update WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp group message in WaliChat
  • WaliChat
    Send WhatsApp image message in WaliChat
  • WaliChat
    Send WhatsApp video message in WaliChat
  • WaliChat
    Send WhatsApp documents/audios message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message to group in WaliChat
  • WaliChat
    Send WhatsApp location message using coordinates in WaliChat
  • WaliChat
    Send WhatsApp location message using an address in WaliChat
  • WaliChat
    Create new internal contact (chat only) in WaliChat
  • WaliChat
    Search contact in WaliChat
  • WaliChat
    Update internal contact (chat only) in WaliChat
  • WaliChat
    Create user in WaliChat
  • WaliChat
    Create whatsapp new group chat in WaliChat
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