Integrate Salesforce with WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automatically send WhatsApp messages to new Salesforce contacts using Pabbly Connect. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salesforce WhatsApp Integration

To start sending WhatsApp messages to new Salesforce contacts, the first step is setting up Pabbly Connect. This platform serves as the bridge between Salesforce and WhatsApp.

Begin by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and name it, for example, ‘Salesforce to WhatsApp’. This workflow will automate the process of sending messages.

2. Connecting Salesforce to Pabbly Connect

In this section, you will connect your Salesforce account to Pabbly Connect. To do this, locate the trigger window in your workflow and select Salesforce as the application.

Choose the trigger event as ‘New Contact’. This event will allow Pabbly Connect to detect when a new contact is added in Salesforce. After that, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to log into your Salesforce account to authorize the connection.

• Log into your Salesforce account.
• Click on ‘Allow’ to grant access permissions.
• Test the connection to ensure it works.

Once connected, you can test the integration by creating a new contact in Salesforce. This will allow Pabbly Connect to pull the details of the new contact for the next steps.

3. Creating a New Contact in Salesforce

After establishing the connection, the next step is to create a new contact in Salesforce. This is essential for testing the integration.

Navigate to the Contacts section in Salesforce and click on the ‘New’ button. Fill in the required details such as name, phone number, and email address. Make sure to save the contact after entering the information. Once saved, return to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the newly created contact details.

• Enter the contact name (e.g., Demo User).
• Add a mobile number for WhatsApp messaging.
• Provide an email address if necessary.

After fetching the test request, you will see all the details of the new contact in Pabbly Connect for the next integration step.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that you have successfully pulled the new contact details, it’s time to send a WhatsApp message through Pabbly Connect. In the action window of your workflow, select ‘Interact’ as the application.

Choose the action event as ‘Send WhatsApp Template Message’. Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the secret key from your Interact account to establish this connection. Once connected, you will proceed to map the contact’s mobile number and other details.

Map the mobile number from the Salesforce response. Enter the template code name for the WhatsApp message. Specify the language code (e.g., ‘en’ for English).

After entering all the necessary details, click on ‘Save and Send Test Request’. You should receive a confirmation response indicating that the WhatsApp message was successfully sent to the new contact.

5. Conclusion: Automating WhatsApp Messages with Pabbly Connect

By following these steps, you can seamlessly automate the process of sending WhatsApp messages to new Salesforce contacts using Pabbly Connect. This integration allows for efficient communication and enhances customer engagement.

Utilizing Pabbly Connect not only simplifies the process of connecting different applications but also ensures that your new contacts receive timely welcome messages. Start automating your workflows today and improve your business efficiency!