
Popular Salesforce + WIIVO Workflows


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

Send WIIVO message for updated Salesforce record

Send WIIVO message for new Salesforce account

Share updated Salesforce opportunity via WIIVO message

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

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

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

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

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

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

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

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

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

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

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

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

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

When Record is created in Salesforce > Check any condition > Create user in WIIVO
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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 Integrations
WIIVO is a WhatsApp API & Multi-Agent Chat tool. It helps you chat with customers in real-time, manage multiple chats simultaneously, and send various media messages. Easily personalize your messaging needs as per your business requirements.
See WIIVO Integrations❤Trusted by 42,000+ Customers
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