IntegrationsWhatsApp Business CloudSalesmate
WhatsApp Business Cloud + Salesmate

Connect WhatsApp Business Cloud and Salesmate to Build Intelligent Automations

Choose a Trigger

WhatsApp Business Cloud

When this happens...

Choose an Action

Salesmate

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Message Notification

Message Notification

Triggers when a new message is received.

Request a new Trigger for WhatsApp Business Cloud

Do thisActions

Action is the task that follows automatically within your WhatsApp Business Cloud integrations.

List Templates

List Templates

List Templates available in the specific phone number.

Send Text Message

Send Text Message

Text messages can be sent in customer-initiated conversations only

Send Template Message

Send Template Message

Send Template Message

WhatsApp

WhatsApp

WhatsApp human inteterface.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

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Frequently Asked Questions

How do I start an integration between WhatsApp Business Cloud and Salesmate?

To start, connect both your WhatsApp Business Cloud and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in Salesmate (or vice versa).

Can we customize how data from WhatsApp Business Cloud is recorded in Salesmate?

Absolutely. You can customize how WhatsApp Business Cloud data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between WhatsApp Business Cloud and Salesmate?

The data sync between WhatsApp Business Cloud and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from WhatsApp Business Cloud to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between WhatsApp Business Cloud and Salesmate?

Yes, you can set conditional logic to control the flow of data between WhatsApp Business Cloud and Salesmate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

WhatsApp Business Cloud

About WhatsApp Business Cloud

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, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

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Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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