Send WhatsApp welcome message for new Salesforce leads via WhatsScale

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Apps used in template

Salesforce

WhatsScale - Whatsapp Automation

About

Stop manually welcoming new leads. This template monitors Salesforce for new lead records and sends an instant WhatsApp welcome message using WhatsScale — all automatically. Perfect for sales and marketing teams that want to acknowledge new inquiries quickly and start conversations with potential customers without manual follow-ups. Whenever a new lead is created in Salesforce, the lead instantly receives a WhatsApp message, helping businesses respond faster and improve engagement. How it works:

Salesforce detects a new lead created in your CRM
The lead’s phone number and name are captured from the record
WhatsScale sends a personalized WhatsApp welcome message to the lead WhatsScale’s built-in message throttling ensures your messages stay within WhatsApp’s rate limits, even when multiple leads are created in a short period. Requirements: A WhatsScale account with a connected WhatsApp session and a Salesforce account with access to the Lead object. Built by WhatsScale — [email protected]

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Tag to a CRM Contact

Adds a tag to an existing contact in your WhatsScale CRM

Action

Check a WhatsApp Number

Check if a phone number has a WhatsApp account

Action

Complete/Abort a Job

Completes or aborts a job.

Action

Create a CRM Contact

Creates a new contact in your WhatsScale CRM with phone number, name, and tags.

Action

Create a Job

Creates a new bulk data job.

Action

Create a Record

Creates a new record in an object.

Action

Delete a CRM Contact

Permanently deletes a contact from your WhatsScale CRM. This action cannot be undone.

Action

Delete a Record

Deletes a record.

Action

Download an Attachment/Document

Downloads an attachment or a document.

Action

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