Popular Salesforce + WhatsApp Workflows
Send WhatsApp message for new Salesforce task
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.
Send WhatsApp message for new Salesforce opportunity
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.
Send WhatsApp message for new Salesforce record
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.
Send WhatsApp message for new Salesforce account
Send WhatsApp message for updated Salesforce record
Share updated Salesforce opportunity via WhatsApp message
When Record is created in Salesforce > Check any condition > Send message from WhatsApp
When Record is created in Salesforce > Check any condition > (If found) > Send message in WhatsApp > Send message in WhatsApp
When Record is created in Salesforce > Send message in WhatsApp > Send message in WhatsApp
When Record is updated in Salesforce > Check any condition > Send message in WhatsApp
- 1of2
Create Your Own Salesforce & WhatsApp Integration Without Any Code
Integrate Salesforce & WhatsApp In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Salesforce or WhatsApp With 1200+ 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 IntegrationsWhatsApp Cloud API makes it easier for businesses of all sizes to get started on WhatsApp. It helps easily customize your experience and speed up your response time to customers. And because it's hosted by Meta, you can be sure that your data is secure.
See WhatsApp Integrations❤Trusted by 42,000+ Customers
Most upvoted product of the month