Salesforce + WATI Integration

Integrate Salesforce to WATI in one click, or tell Integrately AI how you want each lead handled. Send WhatsApp messages, update records, alert your team, and trigger follow-ups automatically.

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1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated 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
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
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Ready Workflows Ready Workflows for Salesforce + WATI Integration

Send WhatsApp messages, create contacts, update records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + WATI Integration

Send WATI message for new Salesforce record

Automatically sending a WATI message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - WATI 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 WATI message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + WATI Integration

Create WATI contact for new Salesforce record

Automatically creating WATI contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Salesforce + WATI Integration

Send WATI message for new Salesforce task

With this Salesforce - WATI integration, whenever a new task is created in Salesforce, message will be sent via WATI. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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WATI + Salesforce Integration

Create Salesforce record for new WATI contact

When a new contact is created in your WATI, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Salesforce + WATI Integration

Send WATI message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending WATI message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - WATI integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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WATI + Salesforce Integration

Create Salesforce opportunity from new WATI contact

Anytime a new contact is created in your WATI, a new opportunity will automatically be created in your Salesforce. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This WATI - Salesforce integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Connect more apps to your Salesforce + WATI flow

Capture leads, send WhatsApp communications, keep your CRM updated, and notify your team across connected platforms. Pick a combination and activate it in one click.

Salesforce
WATI
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SalesforceSalesforce (7)
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HubspotHubspot (7)
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CalendlyCalendly (7)
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StripeStripe (7)
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GmailGmail (7)
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SlackSlack (7)
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When a Lead is created in Salesforce, send a WATI template message and update the Salesforce lead record.
New Salesforce leads immediately trigger a WhatsApp message via WATI while updating your Salesforce record with the delivery status.
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When a Contact is created in Salesforce, send a WATI session message and create a follow-up task in Salesforce.
New contacts in Salesforce receive a direct WhatsApp session message via WATI while a follow-up task is automatically scheduled.
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When a Case is created in Salesforce, send a WATI template message and update the Salesforce case status.
Support tickets raised in Salesforce instantly trigger a confirmation message in WATI and update the case stage.
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When an Opportunity is created in Salesforce, send a WATI template message and create a task in Salesforce.
New sales opportunities trigger a welcome message in WATI and generate an internal task in Salesforce for your team.
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If a Salesforce lead status is hot, send a WATI template message and update the Salesforce lead record.
High-priority Salesforce leads receive an immediate VIP WhatsApp message via WATI and an updated CRM record status.
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Use Claude to analyse new Salesforce lead notes, send a WATI template message, and update the Salesforce record.
Claude evaluates incoming Salesforce lead notes, triggers a tailored WATI message, and updates your Salesforce CRM.
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When a Salesforce quote is created, send a WATI template message and create a task in Salesforce.
New quotes generated in Salesforce trigger a WhatsApp notification via WATI and set a follow-up task in Salesforce.

Supported triggers and actions for Salesforce and WATI

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
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Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
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Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
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Send template message in WATI
Sends a reply
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Send session message in WATI
Sends a session message
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Create contact in WATI
Adds a new contact to the database
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Update contact attributes in WATI
Updates contact information with new details
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What can you automate with Salesforce + WATI?

Streamline customer communication and CRM data management by connecting Salesforce and WATI for automated workflows.

What you can automate?
💬
Send WhatsApp template messages on new lead creation
Automatically trigger a WATI template message the moment a new lead is created in Salesforce. Engage prospects instantly without manual intervention.
📋
Capture every submitted contact detail accurately
Map all available lead fields from Salesforce into WATI customer attributes. Ensure every custom field and phone number transfers without data loss.
🔔
Alert your sales team immediately on inbound messages
Notify your team in Slack the moment a WhatsApp reply or customer message is received in WATI. Never miss an incoming prospect response.
🔀
Route messages based on lead criteria
Send different WATI template messages depending on whether a Salesforce lead is marked as enterprise tier or standard. Personalize outreach automatically.
🔄
Keep CRM records updated as conversations progress
Update Salesforce contact records and opportunities automatically whenever customer attributes or message statuses change in WATI.
👥
Create or update contacts without duplicates
Search existing database records before creating new entries in Salesforce or WATI. Prevent duplicate contact creation across both platforms.
📊
Handle later status changes and deal updates
Trigger automated WATI onboarding messages and update Salesforce opportunity stages whenever a deal is marked closed won.
🔌
Extend your workflow to Slack or HubSpot
Connect your Salesforce and WATI flow with Slack to notify team channels or HubSpot to sync marketing contacts in multi-step automations.
And much more...

Who is Salesforce + WATI integration for?

Sales and customer support teams managing WhatsApp communications rely on automated synchronization to eliminate manual data entry and accelerate prospect follow-ups.

Sales leaders
Sales leaders
Customer support agents
Customer support agents
Account managers
Account managers
Operations leads
Operations leads
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Sales leaders
You're tracking conversion metrics across your pipeline but your Salesforce records only update when someone manually exports lead statuses, so the conversion counts you're reporting on are always a few hours behind — this integration means every new lead triggers WATI messages and updates your CRM instantly so your pipeline data stays current.
Customer support agents
You manage incoming support tickets in Salesforce but customers expect rapid WhatsApp updates, so you spend hours jumping between platforms to notify them — automating both apps means every case creation sends instant WATI notifications and keeps your support records updated.
🤝
Account managers
You handle client accounts and need to send timely WhatsApp updates whenever contract milestones are reached, but manual messaging causes missed check-ins — connecting these apps means every Salesforce opportunity update triggers automated WATI messages and maintains client communication.
🔄
Operations leads
Your team processes high volumes of incoming customer inquiries every day, but manual contact creation between Salesforce and WATI creates severe bottlenecks — automating both apps means every WhatsApp inquiry logs a Salesforce lead instantly and removes manual data entry.
🎯
Sales development reps
You rely on rapid outreach to convert new inbound leads before they go cold, but waiting for manual lead assignment delays your first contact — this integration means every new Salesforce lead triggers instant WATI outreach so you can engage prospects immediately.
📋
CRM administrators
You maintain clean CRM records across your organization, but inconsistent logging between WhatsApp chats and Salesforce leaves gaps in your history — with this integration, every WATI message and Salesforce record syncs automatically to maintain complete data accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce + WATI

Build and manage your Salesforce + WATI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + WATI with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to WATI?
Frequently Asked Questions
You can connect Salesforce to WATI in 1-click using ready templates on Integrately or ask Integrately AI to build the automation. It takes seconds to link your accounts along with popular tools like HubSpot, Slack, and Gmail.
Can I automatically send a WhatsApp message when a new lead is created in Salesforce?
Frequently Asked Questions
Can I connect Salesforce, WATI, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and WATI?
Frequently Asked Questions
How does Salesforce handle lead data during automation?
Frequently Asked Questions
How does WATI send automated WhatsApp messages?
Frequently Asked Questions
Can I automate Salesforce and WATI without coding skills?
Frequently Asked Questions
Is the Salesforce and WATI integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or WATI With 1500+ Other Apps

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Popular WATI Integrations
Sync WATI with messaging platforms, support desks, and marketing tools to streamline customer communication channels.
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WATI Integrations arrow right
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