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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
  • WATI triggers, actions, and search
    New Contact Created
    When a new contact is created from an incoming whatsapp message
    Trigger
    Instant
  • WATI triggers, actions, and search
    New Incoming Message
    When there is any incoming message on your number
    Trigger
    Instant
  • WATI triggers, actions, and search
    Add a Contact
    Add a new contact on WATI
    Action
    Write
  • WATI triggers, actions, and search
    Send Session Message
    Send a WhatsApp Message to an open session
    Action
    Write
  • WATI triggers, actions, and search
    Send Template Message
    Send an approved template WhatsApp message
    Action
    Write
  • WATI triggers, actions, and search
    Update Contact Attribute
    Update an existing Contact with attributes on WATI
    Action
    Write
  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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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.
Learn more

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