Create Salesforce record for new message received in WhatsApp
WhatsApp + Salesforce Integration
Salesforce + WhatsApp Integration
Integrate Salesforce to WhatsApp in one click, or tell Integrately AI how you want each lead handled. Notify customers instantly, update your CRM records, trigger team alerts, and track engagement automatically.
Free forever.Use premium features free for 14 days.1.
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
Message is received in WhatsApp Instant
2.
Trusted by experts at...
Ready Workflows for Salesforce + WhatsApp Integration
Capture new leads, send instant WhatsApp templates, update contact records, alert your team, and log communication history, all in just one click.
Most popular automations
Send WhatsApp message for new Salesforce record
Automatically sending a WhatsApp message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - WhatsApp 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 WhatsApp message for every new Salesforce record is an essential way to stay on top of your work.
See moreFurthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a WhatsApp message for every new Salesforce record is an essential way to stay on top of your work.
Send WhatsApp message for new Salesforce account
Salesforce + WhatsApp Integration
Send WhatsApp 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 WhatsApp 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 - WhatsApp integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
See moreThis 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 - WhatsApp integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
Send WhatsApp message for new Salesforce task
With this Salesforce - WhatsApp integration, whenever a new task is created in Salesforce, message will be sent via WhatsApp. 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.
See morePlus, 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.
Send WhatsApp message for updated Salesforce record
Salesforce + WhatsApp Integration
Share updated Salesforce opportunity via WhatsApp message
Salesforce + WhatsApp Integration
When Record is created in Salesforce > Check any condition > Send message from WhatsApp
Salesforce + WhatsApp Integration
When Record is created in Salesforce > Check any condition > (If found) > Send message in WhatsApp > Send message in WhatsApp
Salesforce + WhatsApp Integration
When Record is created in Salesforce > Send message in WhatsApp > Send message in WhatsApp
Salesforce + WhatsApp Integration
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Connect more apps to your Salesforce + WhatsApp flow
Teams often want to sync new CRM leads to marketing tools, log conversations in storage, or notify team channels. Pick a combination and activate it in one click.
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Hubspot (3)
Hubspot (3) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
Calendly (3)
Calendly (3) S
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Create a HubSpot contact for every new Salesforce lead, and send a welcome message in WhatsApp.
New Salesforce leads automatically generate HubSpot contacts and trigger instant WhatsApp engagement, keeping your sales funnel updated without manual entry.
H
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When a HubSpot contact is created, update the Salesforce lead and send a WhatsApp confirmation.
New contacts created in HubSpot instantly update your Salesforce leads and trigger a confirmation message in WhatsApp.
S
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When an opportunity is created in Salesforce, create a HubSpot deal and notify contacts via WhatsApp.
Salesforce opportunities automatically generate HubSpot deals while sending a WhatsApp notification to keep stakeholders informed.
Supported triggers and actions for Salesforce and WhatsApp
Mix and match to build the exact automation you need
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → What can you automate with Salesforce + WhatsApp?
Streamline your customer communications and CRM data management with robust automated workflows.
🚀
Trigger WhatsApp messages on new Salesforce leads
Automatically send customized WhatsApp template messages the moment a new lead is created in Salesforce to engage prospects without delay.
📋
Capture every submitted contact detail
Map all available contact fields from Salesforce directly into your messaging workflows to ensure personalized communication every time.
🔔
Notify your team instantly on incoming messages
Alert sales and support representatives immediately whenever a new message is received in WhatsApp from prospective clients.
🔀
Route communications based on lead status
Send different WhatsApp message templates or update specific Salesforce records depending on the lead priority or stage.
🔄
Keep customer records updated across systems
Automatically update Salesforce leads, contacts, and opportunities whenever customer interactions occur on WhatsApp.
✨
Create records without generating duplicates
Search existing CRM data before creating new entries to keep your Salesforce database clean and organized.
💳
Handle status changes and payment updates
Trigger automated WhatsApp messages whenever deal stages, task statuses, or account details change in Salesforce.
🔗
Extend your workflow to Slack channels
Connect Salesforce and WhatsApp data flows directly into Slack to keep your wider team informed of all customer interactions.
And much more...
Who is Salesforce + WhatsApp integration for?
Sales teams, customer support managers, and account executives who need to bridge CRM data with instant messaging to maintain seamless customer communication.
Sales leaders and data analysts
Customer support managers
Account executives
Operations coordinators
Sales development representatives
Compliance officers
📈
Sales leaders and data analysts
You're reviewing CRM metrics across campaigns, but your pipeline reports only update when someone manually exports leads, so the conversion numbers you're analyzing are always outdated — with this integration, every new lead lands in your workflow instantly and your tracking data stays current.
⚡
Customer support managers
You need to respond to incoming client inquiries immediately, but chat logs remain trapped in separate messaging apps while your support queue waits, so response times slip — automating both apps means every customer message triggers instant CRM updates and team alerts.
🤝
Account executives
You coordinate complex deal stages with clients who expect immediate updates, but manual status logging delays your communication, so clients feel ignored — connecting these apps means every pipeline change triggers automated WhatsApp notifications instantly.
📊
Operations coordinators
You manage high-volume lead routing across multiple departments by hand, but manual data entry causes severe bottlenecks, so leads stall in the queue — this integration means every new submission flows directly into your records without manual delays.
🔄
Sales development representatives
You depend on upstream team members to hand over qualifying details before you can reach out, but manual handoffs take hours, so prospects go cold — automating both apps means every new lead triggers immediate notification and task creation.
📋
Compliance officers
You need an immaculate audit trail of every customer interaction and agreement, but manual logging leaves gaps in your historical records, so compliance checks fail — integrating these apps means every interaction is logged accurately and securely.
Did you know?
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Why choose Integrately to automate Salesforce + WhatsApp
Build and manage your Salesforce + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Salesforce + WhatsApp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Salesforce to WhatsApp?
You can connect Salesforce to WhatsApp using ready-made workflows on Integrately in just one click. Simply choose a template, authenticate your accounts, and let Integrately AI handle the setup.
How can I automatically send WhatsApp messages when a new Salesforce lead is created?
Can I connect Salesforce, WhatsApp, and Slack?
What is a good Zapier alternative for Salesforce and WhatsApp?
How does Salesforce handle lead data updates in these automations?
Can WhatsApp send message templates using Salesforce data?
Do I need coding skills to automate Salesforce and WhatsApp?
Is the Salesforce and WhatsApp integration free?
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