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Automatically Send WhatsApp Messages to Salesforce Leads

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, navigate to its website by typing “pabbly.com/connect” in your browser. Here, you’ll find options to sign in or sign up for free. Signing up gives you access to 100 free tasks each month, allowing you to explore the platform without any cost.

If you’re a new user, click on the “Sign Up Free” button. For existing users, simply sign in. Once logged in, you will arrive at the workflow page where you can start creating your automation.

2. Creating a New Lead in Salesforce CRM

To initiate the integration process, you first need to create a new lead in Salesforce CRM. This is where Pabbly Connect comes into play, as it will automatically send a WhatsApp message once the lead is created.

Click the “New Lead” button in Salesforce.
Fill in the lead details: first name, last name, company name, email, and phone number.
Click “Save” to create the lead.

Once saved, the lead will appear in your Salesforce account, and you can proceed to the next step of the automation process using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up a trigger in Pabbly Connect to detect when a new lead is created in Salesforce. This trigger will initiate the workflow to send a WhatsApp message.

To do this, select Salesforce as your trigger application and choose “New Lead” as the event. Click on the “Connect” button, and then add a new connection. You will need to allow access to your Salesforce account.

Select “New Lead” as the app event.
Allow access to your Salesforce account.
Enter your Salesforce instance URL when prompted.

After entering the instance URL, click “Save and Send Test Request” to ensure that Pabbly Connect captures the newly created lead successfully.

4. Sending a WhatsApp Message Using Pabbly Chatflow

Now that your trigger is set, it’s time to send a WhatsApp message to the newly created lead using Pabbly Connect. For this, you will use Pabbly Chatflow, which allows you to send automated WhatsApp messages.

Select Pabbly Chatflow as your action application and choose the “Send Message” event. You will need to connect your Chatflow account by entering the API token.

Select “Send Message” as the app event.
Enter your API token from Pabbly Chatflow.
Map the recipient’s WhatsApp number and the message content.

After mapping the details, click “Save and Send Test Request” to send a WhatsApp message to the lead. You will receive a confirmation that the message has been sent successfully.

5. Conclusion

By following these steps, you can automate the process of sending WhatsApp messages to your Salesforce leads using Pabbly Connect. This integration not only saves time but also enhances your communication efficiency.

With Pabbly Connect, you can streamline your business operations and focus on what truly matters—growing your business. Start using Pabbly Connect today to experience the benefits of automation!