Connect Wati and Salesforce
Integrate Wati with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Event Occurs in Wati
Add Lead To Campaign in Salesforce when New Event Occurs in Wati
Create Attachment in Salesforce when New Event Occurs in Wati
Create Contact in Salesforce when New Event Occurs in Wati
Create Note in Salesforce when New Event Occurs in Wati
Popular Wati + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Wati
When this happens...
New Event Occurs
When a chatbot is triggered
When a template message is sent in Wati
When a session message is sent
When a new message is received from a contact
When a new message arrives in Wati
When a CTA (call-to-action) button is clicked
When a call's status changes
When a new message is received in Wati
When a message you sent is delivered
When a sent message is read in Wati
When a recipient replies to a sent message
When a template message fails to send
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New Event Occurs in Wati
Use this flowAdd Lead To Campaign in Salesforce when New Event Occurs in Wati
Use this flowCreate Attachment in Salesforce when New Event Occurs in Wati
Use this flowCreate Contact in Salesforce when New Event Occurs in Wati
Use this flowCreate Note in Salesforce when New Event Occurs in Wati
Use this flowUpdate Contact in Salesforce when New Event Occurs in Wati
Use this flowCreate Lead in Salesforce when New Event Occurs in Wati
Use this flowUpdate Lead in Salesforce when New Event Occurs in Wati
Use this flowCreate Account in Salesforce when New Event Occurs in Wati
Use this flowCreate Campaign in Salesforce when New Event Occurs in Wati
Use this flowSupported Triggers & Actions
Everything you can automate between Wati and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
When a chatbot is triggered
Runs the workflow automatically when a chatbot is triggered in Wati.
When a template message is sent in Wati
Runs the workflow automatically whenever a template message is sent in Wati.
When a session message is sent
Runs the workflow automatically whenever a session message is sent in Wati.
When a new message is received from a contact
Runs the workflow automatically when a new message is received from a contact in Wati.
When a new message arrives in Wati
Runs the workflow automatically whenever a new message arrives in Wati.
Do thisActions
Action is the task that follows automatically within your Wati integrations.
Send WhatsApp Template Message
Send a WhatsApp message using a Wati template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Wati and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Wati and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Wati triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Wati . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Wati and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wati and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
