Push WhatsApp Responses into Salesforce Notes Using Pabbly Connect

Learn how to automate pushing WhatsApp responses into Salesforce notes for each lead using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin with, you need to access Pabbly Connect for integrating WhatsApp and Salesforce. Open a new tab in your browser and enter ‘Pabbly.com/connect’. You will be directed to the Pabbly Connect landing page, where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button. Pabbly Connect offers 100 free credits every month to help you create automations. For existing users, use the ‘Sign In’ button to access your account. Once logged in, you will reach the dashboard where you can start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to choose between the new beta version and the classic version of the workflow builder. For this tutorial, select the new beta version for a more modern experience.

• Click on ‘Create Workflow’.
• Name your workflow: ‘Push WhatsApp Responses into Salesforce Notes for Each Lead’.
• Select a folder to save your workflow.

Once you have set the name and folder, click on the ‘Create’ button to proceed. This will bring you to the workflow setup window where you will define the trigger and action steps for your automation.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your Pabbly Connect workflow. The trigger will be the WhatsApp Cloud API, which will notify you whenever a new message is received. Search for ‘WhatsApp Cloud API’ in the trigger application section.

Select the trigger event as ‘Message Notification’ and click on the ‘Connect’ button. Pabbly Connect will provide you with a webhook URL. Copy this URL and follow the instructions in the WhatsApp Cloud API section to connect your account. Once connected, send a test message to verify that the integration is working correctly.

4. Linking Salesforce with Pabbly Connect

Now that your trigger is set up, it’s time to link Salesforce as the action application in your Pabbly Connect workflow. Search for ‘Salesforce’ in the action application section. Choose the action event as ‘Create Note’ and click on the ‘Connect’ button.

• Select ‘Add New Connection’ if this is your first time connecting Salesforce.
• Log in to your Salesforce account and allow access to Pabbly Connect.
• Map the fields from the WhatsApp message to the Salesforce note fields.

Complete the mapping by selecting the relevant fields such as the title and body from the WhatsApp message. Once you have mapped all necessary fields, click on the ‘Save and Send Test Request’ button to check if the integration is successful.

5. Finalizing Your Workflow in Pabbly Connect

To finalize your workflow in Pabbly Connect, you can add additional steps such as filters or other actions as needed. For instance, you might want to add a filter to ensure that the workflow only triggers for incoming messages and not for outgoing ones. Click on the plus button to add a new step and select the filter option.

Set the filter conditions to only trigger when you receive messages from others. After setting the filter, click on ‘Save and Send Test Request’ to confirm that your workflow is functioning as intended. If successful, you will see the new note appear in your Salesforce account corresponding to the WhatsApp message received.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to push WhatsApp responses into Salesforce notes for each lead. By following the steps outlined, you can automate the process of capturing customer inquiries from WhatsApp directly into Salesforce, enhancing your workflow efficiency.

With Pabbly Connect, integrating applications like WhatsApp and Salesforce has never been easier. Start automating your business processes today with Pabbly Connect!