Learn how to integrate Salesforce with WhatsApp using Pabbly Connect to automate messaging to new leads effortlessly. Follow our detailed tutorial for a seamless setup.

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Connect for Salesforce and WhatsApp Integration

To begin integrating Salesforce with WhatsApp, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This will give you access to 100 free automation tasks every month, making it easy to automate your workflows.

Once you have created your account, log in to the Pabbly Connect dashboard. From here, you will create a new workflow that connects Salesforce and WhatsApp. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send WhatsApp Messages to Salesforce Leads.’ This sets the stage for automating your messaging process.

2. Setting Up the Trigger in Pabbly Connect with Salesforce

The first step in your workflow is setting up the trigger, which will initiate the automation when a new lead is added to Salesforce. In the Pabbly Connect dashboard, search for and select ‘Salesforce’ as your trigger application. using Pabbly Connect

  • Select the trigger event as ‘New Lead’ to capture new entries.
  • Connect your Salesforce account by clicking on ‘Connect’ and then ‘Add New Connection.’
  • Follow the prompts to allow Pabbly Connect access to your Salesforce account.

After allowing access, you will need to enter the instance URL from Salesforce. This URL is crucial as it connects Pabbly Connect to your Salesforce account. Once everything is set up, save the settings and send a test request to ensure that the connection is successful.

3. Configuring the Action Step with WhatsApp Cloud API

After successfully setting up the trigger, the next step is to configure the action that sends WhatsApp messages using the WhatsApp Cloud API. In Pabbly Connect, search for ‘WhatsApp Cloud API’ as your action application. using Pabbly Connect

  • Select the action event as ‘Send Template Message’ to send predefined messages.
  • If it’s your first time connecting, choose ‘Add New Connection’ and enter your WhatsApp Cloud API details.
  • Fill in the token, phone number ID, and business account ID as required.

After entering the necessary details, save the connection. Now, you can select the message template you created previously in your WhatsApp Cloud API settings. This template will be used to send messages to your new leads automatically.

4. Mapping Data for WhatsApp Messages

Once your action step is configured, it’s time to map the data from Salesforce to your WhatsApp message. This involves linking the information from the new lead to the message that will be sent. using Pabbly Connect

In the WhatsApp action configuration, you will see fields for recipient mobile number and body fields. For the recipient mobile number, map the phone number you received from the Salesforce trigger step. Ensure that the number includes the country code without any plus sign.

In the body fields, map the lead’s name and your company name to personalize the message. Make sure to fill in the body fields with the correct variables to ensure they change dynamically with each new lead.

After mapping the data, click on ‘Save and Send Test Request’ to verify that the message sends correctly to the specified WhatsApp number. This test will show you how the message appears to the recipient.

5. Finalizing the Integration and Testing

With everything set up, it’s time to finalize the integration. Review all the configurations in Pabbly Connect to ensure that all fields are correctly filled out. Once you are satisfied with the setup, you can activate the workflow. using Pabbly Connect

After activation, every time a new lead is added to Salesforce, Pabbly Connect will automatically send a WhatsApp message to that lead using the configured template. This automation will save you time and improve your communication efficiency.

To ensure everything is functioning as expected, conduct a few test runs by adding new leads in Salesforce. Check your WhatsApp account to confirm that messages are being received correctly. This step is crucial for validating the entire integration process.

Conclusion

Integrating Salesforce with WhatsApp using Pabbly Connect allows for automated messaging to new leads, enhancing your communication strategy. By following this tutorial, you can set up the integration quickly and efficiently, ensuring that your leads receive timely messages.

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