Connect Salesforce and Wati to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to Wati with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Wati - 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 "Add a Contact" in Wati.
You’re connected!
Zapier seamlessly connects Salesforce and Wati, 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 ObjectRequired
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
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Connect Salesforce and Wati to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Salesforce + Wati integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Wati
How do I set up a trigger in Salesforce to automate tasks in Wati?
You can set up a trigger in Salesforce by selecting a new event, such as the creation of a lead. Then, through our integration with Wati, you can automate actions like sending an instant message to your sales team or initiating a customer interaction.
Can I create custom actions in Wati based on Salesforce events?
Yes, you can create custom actions in Wati that are triggered by specific events in Salesforce. For example, when an opportunity is closed and won, you can send a personalized greeting message or promotional offer directly to the customer via Wati.
What types of data can be transferred from Salesforce to Wati using the integration?
The integration supports transferring various data types including lead details, opportunity status, and contact information. This allows for personalized communication and effective tracking within Wati based on real-time data from Salesforce.
How do we ensure data security when integrating Salesforce with Wati?
We prioritize your data security by using advanced encryption for both data in transit and at rest. Additionally, access controls are implemented to ensure that only authorized users can configure integrations or access sensitive information.
Are there pre-configured templates available for common workflows between Salesforce and Wati?
Yes, we offer pre-configured templates for popular workflows such as follow-up reminders after lead creation or customer feedback requests upon case resolution. These templates simplify setup and save time by reducing manual configuration efforts.
Is it possible to update contact records in Salesforce automatically upon receiving messages through Wati?
Certainly! When a message is received via Wati, you can set an action to update related contact records automatically in Salesforce. This ensures your CRM data remains current without requiring manual entry.
What happens if there is a failure during the integration process between Salesforce and Wati?
If there's an issue during integration, automated alerts will notify the involved teams instantly. We also provide detailed logs enabling troubleshooting and quick resolution of any problems that may arise.
