Learn how to integrate Salesforce with WhatsApp using Pabbly Connect. Follow this step-by-step guide to automate your lead communication effectively. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Salesforce with WhatsApp, the first step is to access Pabbly Connect. Start by navigating to the URL Pabbly.com/connect. Once there, you will see options to sign in or sign up for free.

If you are a new user, simply click on the sign-up option. After creating your account, you will receive 100 free tasks to start with. Existing users can log in directly to access the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow something like ‘Salesforce to WhatsApp’ to indicate its purpose.

  • Click on ‘Create’ to proceed.
  • Select Salesforce as your trigger application.
  • Choose the trigger event as ‘New Lead’.

After setting up the trigger, you will need to connect Pabbly Connect to your Salesforce account. Click on ‘Connect’, and follow the prompts to authorize the connection.

3. Configuring Salesforce in Pabbly Connect

In this step, you will configure Salesforce to work with Pabbly Connect. After connecting, you will be prompted to enter your Salesforce instance URL. This URL can be found in your Salesforce account under the ‘Company Information’ section.

Once you have copied the instance URL, paste it into Pabbly Connect and click on ‘Save and Send Test Request’. This will validate the connection and ensure that Pabbly Connect can retrieve data from Salesforce.

4. Setting Up WhatsApp in Pabbly Connect

After successfully configuring Salesforce, the next step is to set up WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the action event as ‘Send Template Message’.

  • Connect Pabbly Connect to your WhatsApp Cloud API account.
  • Enter the required details such as token, phone number ID, and business account ID.
  • Click on ‘Save’ to finalize the connection.

Once connected, you can create a message template that will be sent to new leads. This template should include dynamic fields to personalize the message for each lead.

5. Testing the Salesforce and WhatsApp Integration

To ensure that the integration works seamlessly, you need to test it by creating a new lead in Salesforce. Go to the leads section in your Salesforce account and enter the details for a new lead.

After saving the new lead, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will trigger the workflow, and you should receive a WhatsApp message confirming the integration.

Finally, check your WhatsApp to see if the message has been received. If everything is set up correctly, you will receive a thank-you message for signing up, confirming that the integration between Salesforce and WhatsApp using Pabbly Connect is successful.

Conclusion

In this tutorial, we demonstrated how to integrate Salesforce with WhatsApp using Pabbly Connect. By following the steps outlined, you can automate your communication with leads effectively. This integration helps improve response times and enhances customer engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.