Create Salesforce Leads from New WhatsApp Messages

Learn how to automate Salesforce lead creation from WhatsApp messages using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating Salesforce lead creation from WhatsApp messages, first, access Pabbly Connect by visiting Pabbly.com/connect. This platform allows you to integrate various applications seamlessly without any coding.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ option to create an account. Existing users can simply sign in. After logging in, navigate to the Pabbly Connect dashboard by clicking the ‘Access Now’ button. Here, you can manage your workflows efficiently.

2. Creating a Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, click on the ‘+ Create Workflow’ button. You will be prompted to name your workflow; enter ‘Create Salesforce Leads from New WhatsApp Messages’ and select a folder if desired.

• Click on the ‘Create’ button to finalize your workflow setup.
• Select ‘Pabbly Chatflow’ as your trigger application.
• Choose ‘New Message Received’ as the event to trigger the workflow.

After selecting the trigger, click on the ‘Connect’ button. This action will generate a webhook URL that you will use to connect your WhatsApp messages to Pabbly Connect. Copy this URL for the next steps.

3. Setting Up the WhatsApp Chatbot

Now, go to your Pabbly Chatflow and set up an API request node to connect it with Pabbly Connect. In your chatbot flow, add the API request node between your message prompts and configure it to send data to the webhook URL you copied earlier.

Make sure to set the request type to POST and select parameters for the user data you want to send, such as full name, contact number, and email address. This ensures that whenever a new message is received, the data will be sent to Pabbly Connect.

4. Mapping Data to Salesforce

After configuring your chatbot, return to Pabbly Connect and set up the next application, which is Salesforce. Choose ‘Create Contact’ as the action event. Click on ‘Connect’ and authorize Pabbly Connect to access your Salesforce account.

• Map the first name, last name, email, and contact number fields from the previous application (Pabbly Chatflow).
• Ensure that you select the correct response format for the data being sent.

Once the mapping is complete, click on ‘Save and Send Test Request’ to verify that the contact is created in Salesforce. Refresh your Salesforce account to see the new contact reflecting the details you specified in the chatbot.

5. Finalizing Your Automation Workflow

After successfully mapping the data, ensure that the toggle for your workflow in Pabbly Connect is enabled. This step is crucial; otherwise, your automation will not function as intended.

Finally, test the entire process by sending a test message through your WhatsApp chatbot. If everything is set up correctly, a new lead should appear in your Salesforce account without any manual input. This automation saves time and streamlines your lead capture process.

Conclusion

In this tutorial, we explored how to automate the creation of Salesforce leads from new WhatsApp messages using Pabbly Connect. This integration simplifies lead management and enhances your business efficiency. Start using this powerful automation today!