Connect Salesforce and WhatsApp Notifications to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Salesforce to WhatsApp Notifications with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
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.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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.
Engineering
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.
IT
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.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate WhatsApp Notifications on the Zapier blog
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.
