Salesforce WhatsApp Integration: Send WhatsApp Messages to New Salesforce Leads Using Pabbly Connect

Learn how to integrate Salesforce with WhatsApp to send automated messages to new leads using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Salesforce WhatsApp Integration

To start sending WhatsApp messages to new Salesforce leads, first, access Pabbly Connect. Open your browser and navigate to Pabbly Connect. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes. For existing users, simply sign in to access your dashboard.

Once logged in, click on ‘Create Workflow’. Name your workflow, for example, ‘Salesforce to WhatsApp’, and hit ‘Create’. This opens your workflow with two windows: the trigger window and the action window. The trigger window will capture new leads from Salesforce, while the action window will send WhatsApp messages using Pabbly Connect.

2. Setting Up the Trigger for New Salesforce Leads

In the trigger window, select Salesforce as the app from the dropdown menu. For the trigger event, choose ‘New Lead’. Click on ‘Connect’ and then ‘Add New Connection’. Here, you will need to log in to your Salesforce account to establish the connection. After logging in, grant permissions by clicking ‘Allow’.

• Log in to your Salesforce account.
• Grant necessary permissions to Pabbly Connect.
• Capture the instance URL from your Salesforce account settings.

To find the instance URL, navigate to Setup > Company Settings > Company Information in Salesforce. Locate your instance, which will look like ‘ap16’. Use this instance to form your instance URL and input it into Pabbly Connect. After saving and sending a test request, you should see a response indicating a successful connection.

3. Creating a New Lead in Salesforce

Now that your trigger is set up, create a new lead in Salesforce to test the automation. Click the plus button in Salesforce and select ‘New Lead’. Fill in the lead’s details, such as name, email, and phone number. The phone number entered here will be the one receiving the WhatsApp message.

After saving the lead, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the newly created lead’s details into Pabbly Connect. You should see the lead’s information, including their name, email, and phone number, confirming the successful capture of the lead data.

4. Setting Up WhatsApp Action in Pabbly Connect

Next, in the action window, search for WhatsApp Cloud API and select it. Choose the action event ‘Send Template Message’. Connect your WhatsApp Cloud API account by selecting ‘Add New Connection’. Here, you will need to enter your WhatsApp Cloud API credentials. using Pabbly Connect

• Enter your WhatsApp Cloud API temporary access token.
• Input your Phone Number ID and WhatsApp Business Account ID.
• Ensure all credentials are correct to establish a successful connection.

Once connected, select the template message you wish to send. Templates must be pre-approved by WhatsApp to avoid spam. For this tutorial, we will use the template named ‘New Lead Sign Up’. After selecting the template, map the recipient’s mobile number from the Salesforce response and fill in the body fields with the lead’s name and your organization’s name.

5. Testing the Integration and Conclusion

After mapping all necessary fields, click on ‘Save and Send Test Request’ to send a test WhatsApp message. If successful, you will receive a positive response indicating that the message was sent. Check the WhatsApp account associated with the phone number to confirm receipt of the message.

To ensure the integration works seamlessly, you can create additional leads in Salesforce. Each time a new lead is added, Pabbly Connect will automatically send a WhatsApp message using the configured template. This automation saves time and enhances communication with your leads.

In summary, by utilizing Pabbly Connect, you can effortlessly send WhatsApp messages to new Salesforce leads, improving your lead nurturing process. Follow the steps outlined in this tutorial to set up your integration and start automating your communications today.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.