Send WhatsApp welcome message for new Salesforce leads via WhatsScale
Send WhatsApp welcome message for new Salesforce leads via WhatsScale
Apps used in template
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.
Adds a tag to an existing contact in your WhatsScale CRM
Check if a phone number has a WhatsApp account
Completes or aborts a job.
Creates a new contact in your WhatsScale CRM with phone number, name, and tags.
Creates a new bulk data job.
Creates a new record in an object.
Permanently deletes a contact from your WhatsScale CRM. This action cannot be undone.
Deletes a record.
Downloads an attachment or a document.
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