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Salesforce + Whippy

Create conversations in Whippy from new Salesforce records

When you create new contacts, leads, or records in Salesforce you can automatically engage them by starting conversations with custom SMS messages in Whippy before you pass the conversation off to your team.

When you create new contacts, leads, or records in Salesforce you can automatically engage them by starting conversations with custom SMS messages in Whippy before you pass the conversation off to your team.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  2. automatically do this!
    WhippyWhippy
    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

Related categories