Salesforce + Whautomate

Create new Whautomate clients from new Salesforce leads

Effortlessly manage your new leads with this streamlined workflow. Whenever a new lead appears in Salesforce, this integration will create a client in the Whautomate app. This not only saves time but allows you to focus on building strong relationships with each prospective client. Perfect for sales teams aiming to improve their efficiency and lead management processes.

When this happens...
New Lead
Triggers when a new Lead is created.
TriggerPolling
automatically do this!
Create Client
Creates a new Client in Whautomate.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- 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
Try It
New Client Created
Triggers when a new client is created in Whautomate.
Trigger
Instant
Try It
- Id of the ClientRequired
- TagsRequired
Action
Write
- Client Full NameRequired
- Client Country CodeRequired
- Client PhoneRequired
- Location IdRequired
- ServiceRequired
- DateRequired
- TimeRequired
- Timezone
- Notes
- Staff
Action
Write
- NameRequired
- Phone NumberRequired
- Select LocationRequired
- Notes
- Tags
- Custom Fields
Action
Write
- Search TextRequired
- Primary Location
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Appointment Cancelled
Triggers when an appointment is cancelled in Whautomate.
Trigger
Instant
Try It
New Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created in Whautomate.
Trigger
Instant
Try It
- Contact IdRequired
- TagsRequired
Action
Write
- Full NameRequired
- Contact Type
- Country CodeRequired
- Phone NumberRequired
- Primary LocationRequired
- Primary StaffRequired
- Email
- Date of Birth
- Address Type
- Address
- Gender
- Tags
- Notes
- Referral Source
Action
Write
- Recipient NameRequired
- Recipient PhoneRequired
- LocationRequired
- WhatsApp Template NameRequired
- WhatsApp Template LanguageRequired
- Header Media URL
- Header Parameters
- Body Parameters
- Button URL Parameters
Action
Write
- Search TextRequired
- Communication Channel
- Location
Action
Search

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Whautomate

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

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Update Salesforce records each time new appointments are scheduled in Whautomate

Create Salesforce leads from newly created Whautomate clients

Salesforce + Whautomate

Create new Whautomate clients from new Salesforce leads

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Appointment Rescheduled

New Client Created

Assign Tag(s) to Client

Create Appointment

Create Contact

Search Client

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Appointment Cancelled

New Appointment Scheduled

New Contact Created

Assign Tag(s) to Contact

Create Client

Send WhatsApp Template Message

Search Contact

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Whautomate

Related categories

Related Zap Templates

Related Zap Templates