Salesforce + Wbiztool

Salesforce + Wbiztool integrations

Send WhatsApp messages to groups via WBizTool for new Salesforce leads

Automatically notify your entire team via your designated WhatsApp group when a new lead is created in Salesforce. This Zap integration extracts key lead details—such as name, contact information, and additional notes—and sends a customized alert directly to your WhatsApp group using WBizTool’s group messaging feature. Stay informed and ensure prompt follow-ups with real-time group notifications that streamline your lead management process.

When this happens...
New LeadTriggers when a new Lead is created.
TriggerPolling
automatically do this!
Send WhatsApp Message on GroupSend a WhatsApp message to a specific group using Wbiztool’s API. This action allows you to send plain text, image, or file messages by specifying group name. You can also include optional parameters such as media URLs and webhook callbacks for status updates.
ActionWrite

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More things you can do with Salesforce and Wbiztool

Discover other triggers and actions you can use with Salesforce and Wbiztool

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Connected WhatsApp Client Id
  Required
Trigger
Instant
Try It
- WhatsApp Client Id
  Required
- Country Code
- Phone Number
  Required
- Message Type
  Required
- Message
  Required
- Image Url
- File Url
- File Name
- Webhook
Action
Write
- WhatsApp Client Id
  Required
- Phone Number
  Required
- PDF File Url
  Required
- Text Message
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- WhatsApp Client Id
  Required
- Phone Number
  Required
- Image Url
  Required
- Text Message
Action
Write
- WhatsApp Client Id
  Required
- Group Name
  Required
- Message Type
  Required
- Message
  Required
- Image Url
- File Url
- File Name
- Webhook
Action
Write
- Whatsapp Client Id
  Required
- Phone Number
  Required
- Message
  Required
Action
Write

About Salesforce

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

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CRM (Customer Relationship Management)

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About Wbiztool

Send WhatsApp messages to your contacts from your connected WhatsApp number using the web.whatsapp

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Related categories

Communication