Salesforce + Whapi.Cloud Integration

Integrate Salesforce to Whapi.Cloud in one click, or tell Integrately AI how you want each lead handled. Capture leads, update contacts, notify your team, and send WhatsApp notifications automatically.

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1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Whapi.Cloud
    Message is sent in Whapi.Cloud Instant
  • Whapi.Cloud
    Message is received in Whapi.Cloud Instant
Arrow Right
2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Whapi.Cloud
    Send text message in Whapi.Cloud
  • Whapi.Cloud
    Send media message in Whapi.Cloud

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Ready Workflows Ready Workflows for Salesforce + Whapi.Cloud Integration

Send WhatsApp messages, notify teams, update records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Whapi.Cloud Integration

Send Whapi message for new Salesforce record

Automatically sending a Whapi message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Whapi integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Whapi message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Whapi.Cloud Integration

Send Whapi message for new Salesforce contact

Anytime a new contact is added to your Salesforce, automatically send them a message through Whapi letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Salesforce - Whapi integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Salesforce + Whapi.Cloud Integration

Send Whapi message for new Salesforce task

With this Salesforce - Whapi integration, whenever a new task is created in Salesforce, message will be sent via Whapi. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + Whapi.Cloud Integration

Send Whapi message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Whapi message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Whapi integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your Salesforce + Whapi.Cloud flow

Bring in CRM records, schedule follow-ups, send email confirmations, process payments, and update tasks. Pick a combination and activate it in one click.

Salesforce
Whapi.Cloud
+
HubSpotHubSpot (3)
+
CalendlyCalendly (2)
+
GmailGmail (2)
+
StripeStripe (2)
+
SlackSlack (2)
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AsanaAsana (2)
S
H
W
Add every new Salesforce lead to HubSpot, and send a WhatsApp notification via Whapi.Cloud.
New Salesforce leads appear in HubSpot instantly while Whapi.Cloud alerts your team, eliminating manual data entry.
S
H
W
When a Salesforce contact is updated, update the HubSpot contact and message the team on Whapi.Cloud.
Keep contact details synchronized between Salesforce and HubSpot while notifying your team via Whapi.Cloud.
S
H
W
Create a Salesforce task and notify via Whapi.Cloud whenever a new HubSpot deal is created.
Track pipeline activity by logging HubSpot deals as Salesforce tasks and broadcasting updates on Whapi.Cloud.

Supported triggers and actions for Salesforce and Whapi.Cloud

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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Whapi.Cloud
Whapi.Cloud Triggers & Actions
Instant
Message is sent in Whapi.Cloud
Triggers the automation when a new message is sent
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Instant
Message is received in Whapi.Cloud
Triggers the automation when a new message is received
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Send text message in Whapi.Cloud
Sends a reply
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Send media message in Whapi.Cloud
Delivers a audio/video message to a designated recipient
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What can you automate with Salesforce + Whapi.Cloud?

Streamline your messaging and data management by automating key workflows between Salesforce and Whapi.Cloud.

What you can automate?
🚀
Trigger WhatsApp messages from new leads
Send automated WhatsApp messages via Whapi.Cloud the moment a new lead is created in Salesforce. Eliminate manual follow-up delays.
📋
Capture every submitted record field
Map all available Salesforce lead details directly into your Whapi.Cloud communications instead of just basic contact names.
🔔
Alert team members instantly on activity
Notify your sales or support personnel the exact second a new record or case is updated in Salesforce.
🔀
Route messages based on lead criteria
Send different WhatsApp message templates depending on specific fields submitted within your Salesforce records.
🔄
Keep records synchronized across tools
Update contact details and opportunity stages in real time whenever changes occur in Salesforce.
🛡️
Prevent duplicate records automatically
Search existing contacts and accounts before creating new entries to maintain a clean and accurate database.
💳
Handle later status changes and updates
Trigger follow-up messages or task updates when quotes, cases, or opportunities reach completed stages.
🔗
Extend your workflow to Slack
Start with Salesforce and Whapi.Cloud, then automatically post deal notifications directly into your Slack channels.
And much more...

Who is Salesforce + Whapi.Cloud integration for?

Sales teams, customer support, and operational leaders who rely on instant WhatsApp updates and clean CRM data eliminate manual delays with this integration.

Sales managers
Sales managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations directors
Operations directors
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales managers
You're tracking pipeline metrics in Salesforce but your team finds out about new leads hours later, so your conversion rates suffer from delayed communication — this integration means every new lead triggers an instant Whapi.Cloud message and your response times stay optimal.
Customer support leads
You manage support cases in Salesforce but customers wait too long for status notifications, so client satisfaction drops due to poor visibility — connecting these apps means every case update dispatches an automated WhatsApp alert and your clients stay informed.
🤝
Account executives
You update deal stages in Salesforce but teammates working remotely miss the updates, so internal handoffs are constantly delayed — automating both apps means every opportunity change immediately notifies your team and your projects start on time.
📊
Operations directors
You handle high volumes of incoming records in Salesforce but staff cannot keep up with manual messaging, so important leads fall through the cracks — this integration means every record creation automates your outreach and your workflow scales smoothly.
🎯
Business development reps
You depend on timely lead handoffs from Salesforce to initiate outreach, but manual copying creates bottlenecks, so prospective clients go cold — automating both apps means every contact lands in your communication queue instantly and your follow-ups happen without delay.
📝
CRM administrators
You maintain database accuracy in Salesforce but find missing message logs and scattered communication histories, so auditing records becomes difficult — integrating these apps means every interaction is tracked reliably and your data stays complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce + Whapi.Cloud

Build and manage your Salesforce + Whapi.Cloud automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Whapi.Cloud with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to Whapi.Cloud?
Frequently Asked Questions
You can connect Salesforce to Whapi.Cloud instantly using 1-click workflows on Integrately. Link your accounts, choose a template, or ask Integrately AI to build your automation alongside apps like Hubspot, Slack, and Gmail.
Can I automatically send a WhatsApp message when a new Salesforce lead is created?
Frequently Asked Questions
Can I connect Salesforce, Whapi.Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Whapi.Cloud?
Frequently Asked Questions
How does Salesforce handle lead data updates in this integration?
Frequently Asked Questions
Can Whapi.Cloud send media messages from Salesforce triggers?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Whapi.Cloud?
Frequently Asked Questions
Is the Salesforce and Whapi.Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Whapi.Cloud With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email tools, and analytics platforms to manage and follow up on your customer data.
Whapi.Cloud
Popular Whapi.Cloud Integrations
Sync Whapi.Cloud with messaging, notification, and communication tools to keep alerts moving across your stack.