Salesforce + Wbiztool

Send WhatsApp messages to groups via WBizTool for new Salesforce leads

Automatically notify your entire team via your designated WhatsApp group when a new lead is created in Salesforce. This Zap integration extracts key lead details—such as name, contact information, and additional notes—and sends a customized alert directly to your WhatsApp group using WBizTool’s group messaging feature. Stay informed and ensure prompt follow-ups with real-time group notifications that streamline your lead management process.

When this happens...
New Lead
Triggers when a new Lead is created.
TriggerPolling
automatically do this!
Send WhatsApp Message on Group
Send a WhatsApp message to a specific group using Wbiztool’s API. This action allows you to send plain text, image, or file messages by specifying group name. You can also include optional parameters such as media URLs and webhook callbacks for status updates.
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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
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
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
- ReportRequired
- 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 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
- WhatsApp Client IdRequired
- Phone NumberRequired
- Image UrlRequired
- Text Message
Action
Write
- WhatsApp Client IdRequired
- Group NameRequired
- Message TypeRequired
- MessageRequired
- Image Url
- File Url
- File Name
- Webhook
Action
Write
- Whatsapp Client IdRequired
- Phone NumberRequired
- MessageRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
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
- 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
- Connected WhatsApp Client IdRequired
Trigger
Instant
Try It
- WhatsApp Client IdRequired
- Country Code
- Phone NumberRequired
- Message TypeRequired
- MessageRequired
- Image Url
- File Url
- File Name
- Webhook
Action
Write
- WhatsApp Client IdRequired
- Phone NumberRequired
- PDF File UrlRequired
- Text Message
Action
Write

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 Wbiztool

Send WhatsApp messages to your contacts from your connected WhatsApp number using the web.whatsapp

Related categories

Communication

Salesforce + Wbiztool

Send WhatsApp messages to groups via WBizTool for new Salesforce leads

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Send Image File With Text on WhatsApp

Send WhatsApp Message on Group

Send Text Only Whatsapp Message

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Incoming WhatsApp Message

Send Advance WhatsApp Message

Send PDF File With Text on WhatsApp

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Wbiztool

Related categories