Connect WhatsApp Business Cloud (Meta) and Salesforce
Integrate WhatsApp Business Cloud (Meta) with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Text Message in Whatsapp_business_cloud when New Contact in Salesforce
Send Template Message in Whatsapp_business_cloud when New Contact in Salesforce
Request Human Intervention via WhatsApp Business Cloud when New Contact in Salesforce
Send Text Message in Whatsapp_business_cloud when New Lead in Salesforce
Send Template Message in Whatsapp_business_cloud when New Lead in Salesforce
Popular WhatsApp Business Cloud (Meta) + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatsApp Business Cloud (Meta)
When this happens...
Message Notification
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
Send Text Message in Whatsapp_business_cloud when New Contact in Salesforce
Use this flowSend Template Message in Whatsapp_business_cloud when New Contact in Salesforce
Use this flowRequest Human Intervention via WhatsApp Business Cloud when New Contact in Salesforce
Use this flowSend Text Message in Whatsapp_business_cloud when New Lead in Salesforce
Use this flowSend Template Message in Whatsapp_business_cloud when New Lead in Salesforce
Use this flowList Templates in Whatsapp_business_cloud when New Record in Salesforce
Use this flowSend Text Message in Whatsapp_business_cloud when New Record in Salesforce
Use this flowSend Template Message in Whatsapp_business_cloud when New Record in Salesforce
Use this flowRequest Human Intervention via WhatsApp Business Cloud when New Record in Salesforce
Use this flowSend Text Message in Whatsapp_business_cloud when Updated Record in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between WhatsApp Business Cloud (Meta) and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
Message Notification
Triggers when a new message is received.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your WhatsApp Business Cloud (Meta) integrations.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
Send Template Message
Send Template Message
Request Human Intervention
Send a message using a message template and pause the workflow so a person can review and resume it.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
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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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 WhatsApp Business Cloud (Meta)
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.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatsApp Business Cloud (Meta) 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 WhatsApp Business Cloud (Meta) 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 WhatsApp Business Cloud (Meta) triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in WhatsApp Business Cloud (Meta). 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 WhatsApp Business Cloud (Meta) and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatsApp Business Cloud (Meta) 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.
