Salesforce + Whautomate

Salesforce + Whautomate integrations

Create Salesforce leads from newly created Whautomate clients

When a new client is created in Whautomate, this workflow promptly generates a lead in Salesforce. You create a seamless bridge between your CRM tools, ensuring that your Salesforce database is always updated with the latest client additions from Whautomate. Your sales team can save time as they no longer need to manually input new client data, letting them focus on nurturing these leads instead.

When this happens...
New Client CreatedTriggers when a new client is created in Whautomate.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with Whautomate and Salesforce

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

Appointment Cancelled
Triggers when an appointment is cancelled in Whautomate.
Trigger
Instant
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New Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created in Whautomate.
Trigger
Instant
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- Contact Id
  Required
- Tags
  Required
Action
Write
- Full Name
  Required
- Contact Type
- Country Code
  Required
- Phone Number
  Required
- Primary Location
  Required
- Primary Staff
  Required
- Email
- Date of Birth
- Address Type
- Address
- Gender
- Tags
- Notes
- Referral Source
Action
Write

- Recipient Name
  Required
- Recipient Phone
  Required
- Location
  Required
- WhatsApp Template Name
  Required
- WhatsApp Template Language
  Required
- Header Media URL
- Header Parameters
- Body Parameters
- Button URL Parameters
Action
Write
- Search Text
  Required
- Communication Channel
- Location
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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

Appointment Rescheduled
Triggers when an appointment is rescheduled in Whautomate.
Trigger
Instant
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New Client Created
Triggers when a new client is created in Whautomate.
Trigger
Instant
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- Id of the Client
  Required
- Tags
  Required
Action
Write
- Client Full Name
  Required
- Client Country Code
  Required
- Client Phone
  Required
- Location Id
  Required
- Service
  Required
- Date
  Required
- Time
  Required
- Timezone
- Notes
- Staff
Action
Write
- Name
  Required
- Phone Number
  Required
- Select Location
  Required
- Notes
- Tags
- Custom Fields
Action
Write
- Search Text
  Required
- Primary Location
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
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

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 Whautomate

Whautomate is a Customer Engagement Platform for businesses of all sizes to boost sales and engagement through various communication channels.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Update Salesforce records each time new appointments are scheduled in Whautomate

Create Salesforce records each time new Whautomate appointments are scheduled