Automate WhatsApp workflows for leads and support
Route WhatsApp leads to your CRM, send demo follow-ups from Gmail, and log support requests in Zendesk so every conversation moves work forward.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in WhatsApp.
Update records in WhatsApp automatically when data changes in the apps your team already uses.
Log WhatsApp activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate WhatsApp
Ready-made flows built with WhatsApp — preview one, then make it yours.
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Available Events and Actions
Enable Integrations or automations with these events of WhatsApp
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your WhatsApp integrations.
Send WhatsApp Message
Send a WhatsApp message using an approved template or a custom freeform text within an active session.
Real-world use cases of WhatsApp integrations
See how WhatsApp integrates with popular apps to automate tasks and streamline your workflow.
Send new WhatsApp leads to HubSpot when someone asks for pricing.
Create Gmail follow-ups from WhatsApp conversations when prospects request a demo.
Log WhatsApp order updates in Google Sheets when customers confirm quantities.
Open Zendesk tickets from WhatsApp support messages when customers report damaged deliveries.
Update your CRM with WhatsApp payment questions after checkout conversations.
Alert your chat tool about WhatsApp renewal objections during account reviews.
How to get started with WhatsApp automations
Automate when something happens in WhatsApp
Login -> Create new flow -> Select trigger -> Search WhatsApp -> Choose the trigger from the list
Take action in WhatsApp when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search WhatsApp -> Choose the action from the list
Trigger
Action
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About WhatsApp
WhatsApp is a widely used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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