WATI + Salesforce Integrations

How to connect WATI + Salesforce

Zapier lets you send info between WATI and Salesforce automatically—no code required.

When this happens...

automatically do this!

Popular WATI + Salesforce workflows

Our most popular Zap! arrow pointing down

Create leads in Salesforce campaigns from new contacts in WATI
Premium
Try it
WATI + Salesforce
More details
When this happens
Step 1: New Contact Created
Then do this
Step 2: Add Lead to Campaign
See Zap details Try it
Create leads in Salesforce campaigns from new contacts in WATI
Premium
Create leads in Salesforce campaigns from new contacts in WATI
WATI + Salesforce

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

New Contact Created
When a new contact is created from an incoming whatsapp message
Trigger
Instant
New Incoming Message
When there is any incoming message on your number
Trigger
Instant
Add a Contact
Add a new contact on WATI
Action
Write
Send Session Message
Send a WhatsApp Message to an open session
Action
Write
Send Template Message
Send an approved template WhatsApp message
Action
Write
Update Contact Attribute
Update an existing Contact with attributes on WATI
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How WATI + Salesforce Integrations Work

Step 1: Authenticate WATI and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.