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Salesforce + Wati

Create leads in Salesforce campaigns from new contacts in Wati

As WhatsApp is emerging as a major mode of communication, businesses would like to add the details of users sending them a WhatsApp message as a lead to their CRM. Using this template, whenever a user sends a Whatsapp message --> contact is created on Wati --> a new lead is created on Salesforce.

As WhatsApp is emerging as a major mode of communication, businesses would like to add the details of users sending them a WhatsApp message as a lead to their CRM. Using this template, whenever a user sends a Whatsapp message --> contact is created on Wati --> a new lead is created on Salesforce.

  1. When this happens...
    WatiWati
    New Contact Created

    When a new contact is created from an incoming whatsapp message

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wati triggers, actions, and search

    New Contact Created

    When a new contact is created from an incoming whatsapp message

    Trigger
    Instant
    Try It
    • WhatsApp NumberRequired

    • Contact NameRequired

    • Custom Params

    Action
    Write
    • WhatsApp NumberRequired

    • Template NameRequired

    • Broadcast NameRequired

    • Custom Params

    Action
    Write
  • Wati triggers, actions, and search

    New Incoming Message

    When there is any incoming message on your number

    Trigger
    Instant
    Try It
    • WhatsApp NumberRequired

    • Message TextRequired

    Action
    Write
    • WhatsApp NumberRequired

    • Custom ParamsRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

Related categories