Integrating Salesforce with AiSensy to Send WhatsApp Messages Using Pabbly Connect

Learn how to integrate Salesforce with AiSensy to send WhatsApp messages to new leads using Pabbly Connect. Follow this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages to new Salesforce leads, first, access Pabbly Connect. Go to Pabbly’s website and sign in to your account. If you don’t have an account, you can sign up for free.

Once signed in, navigate to Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner. Name your workflow something like ‘Salesforce to WhatsApp’ and click ‘Create’. This sets the stage for automating your lead notifications.

2. Setting Up Salesforce Trigger in Pabbly Connect

Now that you have created your workflow in Pabbly Connect, the next step is to set up a trigger. Select Salesforce as your application and choose the trigger event as ‘New Lead’. This means every time a new lead is created in Salesforce, it will trigger the workflow.

To connect Salesforce, click on ‘Add New Connection’. You will be prompted to authorize the connection. Allow the necessary permissions to proceed. After authorization, you will need to provide the instance URL from your Salesforce account.

• Navigate to the Salesforce setup page.
• Go to Company Settings and find your instance URL.
• Copy the instance URL and paste it into Pabbly Connect.

Once the instance URL is saved, click on ‘Save and Send Test Request’. This will ensure that Pabbly Connect successfully captures lead details from Salesforce.

3. Creating WhatsApp Action with AiSensy

After successfully setting up the Salesforce trigger in Pabbly Connect, the next step is to create an action to send WhatsApp messages. Select AiSensy as the application and choose ‘Template Message’ as the action event. This will allow you to send a pre-defined message to the new lead.

Connect to AiSensy by clicking ‘Add New Connection’. You will need to enter an API key from your AiSensy account. To find this key, log in to AiSensy, navigate to the ‘Manage’ section, and copy the API key provided. Paste this key back into Pabbly Connect and save the connection.

• Go to AiSensy and find the API key under the Manage section.
• Copy the API key and paste it into Pabbly Connect.
• Save the connection to proceed.

With the connection established, you can now configure the details such as campaign name, mobile number, and the template message you wish to send.

4. Mapping Details for WhatsApp Message

In this step, you will map the necessary details to send WhatsApp messages via Pabbly Connect. Provide a campaign name and select the mobile number of the lead from Salesforce. Make sure to include the country code for the phone number.

You will also need to map the username and any template parameters required for the message. For example, if your template message includes a placeholder for the lead’s name, you will map that to the corresponding field from Salesforce.

Enter the campaign name and select the appropriate template. Map the mobile number and username from the Salesforce trigger. Fill in any template parameters required for the message.

After mapping all the required fields, click ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully to the new lead.

5. Verifying WhatsApp Message Delivery

Finally, it’s time to verify that the WhatsApp message was delivered successfully to the new lead. Once you have completed the setup in Pabbly Connect and sent a test message, check the WhatsApp account of the lead.

You should see the message that you configured, confirming that the integration is working as intended. This process automates the communication with new leads, ensuring timely follow-ups without manual effort.

With the integration of Salesforce and AiSensy through Pabbly Connect, you can streamline your lead management and enhance customer engagement effectively.

Conclusion

In this tutorial, we explored how to send WhatsApp messages to new Salesforce leads using Pabbly Connect. By automating this process, businesses can ensure timely communication with potential customers, enhancing engagement and improving lead conversion rates.