Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Salesforce with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
100%
Help
Salesforce
Salesforce
1. Choose trigger event
WhatsApp Notifications
WhatsApp Notifications
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Send Message" in WhatsApp Notifications.
You’re connected!
Zapier seamlessly connects Salesforce and WhatsApp Notifications, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Salesforce and WhatsApp Notifications with AI agents and code
Beyond Zap workflows. Call Salesforce and WhatsApp Notifications actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and WhatsApp Notifications actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Send Message
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Salesforce and WhatsApp Notifications
Alert engineers via WhatsApp for key Salesforce updates
Set up a Zap where a Salesforce record update triggers a WhatsApp message to notify engineers. This is especially useful for teams managing technical workflows dependent on CRM data updates, enabling faster resolutions and reducing delays.
Receive WhatsApp alerts for updated Salesforce records
When a record in Salesforce is updated, Zapier can send a WhatsApp message to an IT administrator. This helps ensure the IT team stays informed about changes and can act promptly, maintaining system accuracy and reducing downtime.
Notify the marketing team of new leads via WhatsApp
When a new lead is created in Salesforce, Zapier can automatically send a WhatsApp message to notify your marketing team. This ensures the team can follow up quickly, reducing lead response time and increasing the likelihood of conversion.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate WhatsApp Notifications on the Zapier blog
Make work flow with AI
Level up your Salesforce to WhatsApp Notifications integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + WhatsApp Notifications integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and WhatsApp Notifications
How can I integrate Salesforce with WhatsApp notifications?
You can connect Salesforce with WhatsApp by using our platform to automate sending messages based on certain triggers in Salesforce, such as when a new contact is added or an opportunity is updated.
What are the prerequisites for setting up the integration?
Before setting up the integration, ensure you have accounts with both Salesforce and a WhatsApp Business API provider. You'll also need administrative access to configure settings in both platforms.
Can I use this integration to send automated responses via WhatsApp?
Yes, our integration allows you to configure automated responses that can be triggered by specific actions in Salesforce, such as changes in lead status or new customer inquiries.
Are there any limits on the number of WhatsApp messages I can send through this integration?
While our platform doesn't impose a limit, keep in mind that your WhatsApp Business API provider may have restrictions on message volume per day. It's important to review their terms and account limits.
What types of notifications can I send from Salesforce to WhatsApp?
You can customize notifications for events like new leads, deal closings, follow-ups reminders, or appointment confirmations depending on your business requirements and triggers set within Salesforce.
Is it possible to personalize WhatsApp messages sent from Salesforce?
Absolutely! Our integration allows you to use dynamic fields from Salesforce records, such as first names or company information, making your messages more personalized and engaging.
How secure is the data transmitted between Salesforce and WhatsApp through this integration?
We prioritize security by ensuring data transmissions between Salesforce and WhatsApp occur over encrypted channels. Additionally, follow best practices laid out by both platforms for secure data handling.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
