Learn how to automate WhatsApp messages to new Salesforce leads using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salesforce Integration

To send WhatsApp messages to new Salesforce leads, you first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. Once logged in, click on ‘Create Workflow’ and name your workflow, for instance, ‘Salesforce to Interact’.

After creating the workflow, you will see two main sections: the trigger window and the action window. The trigger will be set up to detect new leads in Salesforce, while the action will send WhatsApp messages using the Interact API through Pabbly Connect.

2. Connecting Salesforce to Pabbly Connect

In the trigger window, search for Salesforce and select it. From the trigger event dropdown, choose ‘New Lead’. Next, click on ‘Connect’ and select ‘Add New Connection’ to link your Salesforce account with Pabbly Connect.

  • Click on the ‘Connect with Salesforce’ button.
  • Authorize the connection by clicking ‘Allow’ when prompted.
  • Enter the instance URL from your Salesforce account settings.

To find your instance URL, go to Salesforce, access setup, and navigate to ‘Company Profile’ > ‘Company Information’. Here, you will see your instance (e.g., ap16) which you will need to enter into Pabbly Connect before saving and testing the connection.

3. Creating a Test Lead in Salesforce

Now that you have connected Salesforce to Pabbly Connect, it’s time to create a test lead. Go to Salesforce, click on ‘Leads’, and then click on the ‘New’ button. Fill in the lead details such as name, company, mobile number, and email address.

After entering the information, click on ‘Save’. Once the lead is saved, return to Pabbly Connect and click on the ‘Save and Send Test Request’ button. This action will pull the details of the newly created lead into Pabbly Connect, verifying that the connection is successful.

4. Sending WhatsApp Messages Using Interact

In the action window of Pabbly Connect, search for Interact and select it. Choose the action event ‘Send WhatsApp Template Message’. Click on ‘Connect’ and select ‘Add New Connection’ to link your Interact account with Pabbly Connect.

  • Enter your Interact secret key, which can be found in your Interact account settings under Developer Settings.
  • Map the phone number field from Salesforce to the full phone number field in Interact.
  • Enter the template code name from your Interact account for the WhatsApp message template.

After mapping the required fields, you can test this action by clicking ‘Save and Send Test Request’. This will send a WhatsApp message to the newly created lead, confirming that everything is working correctly through Pabbly Connect.

5. Testing the Integration in Real-Time

To ensure that the integration works seamlessly, create another test lead in Salesforce. Fill in the lead’s details and save it. After saving, wait for approximately 10 minutes, as Pabbly Connect checks for new leads every 10 minutes.

Once the time has elapsed, check the WhatsApp account associated with the lead’s phone number. You should see the automated message sent via Interact, confirming that the lead has been contacted successfully. This demonstrates the power of Pabbly Connect in automating WhatsApp communications with new Salesforce leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending WhatsApp messages to new Salesforce leads. By following these steps, you can enhance your lead communication strategy and streamline your business operations effectively.

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