Zapier Automation #5: Salesforce and WhatsApp
Using our native Zapier integration, you can easily integrate Salesforce with WhatsApp on TimelinesAI. With Zapier, you can connect Salesforce to TimelinesAI and set up triggers for different actions.
This native Zapier integration is available on all TimelinesAI plans. You can try it for free with no credit card or extra setup required. It works seamlessly with any WhatsApp number!
The documentation presents step-by-step demonstrations to ensure you can easily configure and manage these automated workflows.
- Navigation
- Create Custom Workflows
- Predefined Popular Workflows for Salesforce and WhatsApp Integration
- Generate a New TimelinesAI Token ID
Let’s get started 🚀
Prerequisites
To get started with creating Workflow Rules in Salesforce, you'll need a few essential tools in place. You must integrate these tools to automate tasks, streamline communication, and make your workflow more efficient.
- TimelinesAI Workspace Account with WhatsApp Integration — It makes sure you can send automated WhatsApp messages based on trigger workflow actions.
- Salesforce — A Salesforce account is needed to create and manage workflow rules that connect with Slack. This enables automated actions within Slack based on Salesforce events, such as lead updates.
Once these tools are integrated, you’ll be ready to set up powerful workflows that save time and enhance your customer engagement process.
Navigation
Zapier provides a seamless way to integrate Salesforce/TimelinesAI with TimelinesAI/Salesforce. From the navigation menu, you can access Zapier and set up trigger events and action events to connect TimelinesAI with Salesforce and streamline your processes.
In this demonstration, we will guide you to navigate to the “Zapier” section within TimelinesAI.
Create Custom Workflows
You can create Zaps with various triggers and actions for Salesforce/TimelinesAI based on your specific needs. Whether you want to manage customer relationships, automate processes, or analyze data, you can customize Zaps to streamline processes efficiently. Additionally, you can explore pre-built templates to simplify setup and get started quickly.
Configure the Trigger
While creating the workflow, you need to configure the trigger to define when the automation should start. In this case, the trigger is set to activate when a new opportunity is created in Salesforce. This ensures that an automated WhatsApp message is sent to the selected recipient.
In this demonstration, you will learn how to configure the trigger to create custom workflows for Salesforce.
While setting up the trigger, you need to configure the trigger events, which may have different fields to fill based on the event type. Below are the available options:
Event | Type | Description |
|---|---|---|
Chat Closed | Instant | Triggers when a chat is closed in TimelinesAI, automating actions based on chat completion. |
Chat Renamed | Instant | Triggers when a chat's name is changed, allowing updates or notifications in connected apps. |
New Incoming Chat | Instant | Triggers when a new incoming chat is created, useful for lead generation or automated responses. |
New Outgoing Chat | Instant | Triggers when a new outgoing chat is sent, automating follow-ups or CRM updates. |
New Received Message | Instant | Triggers when a new message is received in an existing chat, enabling real-time notifications or responses. |
New Sent Message | Instant | Triggers when a new message is sent, useful for tracking outbound communication and engagement. |
New Uploaded File | Instant | Triggers when a new file is uploaded, allowing automated processing or storage in integrated systems. |
New WhatsApp Account | Instant | Triggers when a new WhatsApp account is created, useful for monitoring new account integrations. |
Configure the Action
Once the trigger is set up, you can configure the action to define what happens next after the trigger is activated. In this case, the action is sending an automated WhatsApp message when a new opportunity is created in Salesforce.
In this demonstration, you will learn how to set up the action and create custom workflows.
When you publish the zap, a lead will be created in your Salesforce account, as the image demonstrates below.
While setting up the action, you need to configure the action event, which may have different fields to complete based on the event type. Below are the configuration details:
Event | Type | Description |
|---|---|---|
Add Contact To Campaign | Action | Adds a contact to an existing campaign in Salesforce. |
Add File To Record | Action | Attaches a file to a specific Salesforce record. |
Add Lead To Campaign | Action | Associates a lead with a campaign for tracking and marketing purposes. |
Convert Lead To Contact | Action | Converts a lead into a contact, linking it to an account. |
Create Attachment | Action | Upload an attachment to a specified Salesforce record. |
Create Child Records (With Line Item Support) | Action | Creates child records under a parent record, often used for order line items. |
Create Contact | Action | Adds a new contact record with details like name, email, phone, and address. |
Create Enhanced Note | Action | Creates a detailed note and associates it with a Salesforce record. |
Create File | Action | Uploads a file and links it to a Salesforce object. |
Create Lead | Action | Generates a new lead with contact details, company, and other relevant fields. |
Create Note | Action | Saves a text note in Salesforce and links it to a record. |
Create Record | Action | Creates a new record for a specified Salesforce object. |
Create Record (UTC) | Action | Creates a record with Universal Time Coordinated (UTC) timestamp settings. |
Update Contact | Action | Modifies details of an existing contact, such as email, phone, or address. |
Update Lead | Action | Updates an existing lead’s information or status. |
Update Record | Action | Modifies an existing Salesforce record with new data. |
Update Record (UTC) | Action | Updates a record with Universal Time Coordinated (UTC) settings. |
API Request (Beta) | Action | Allows direct API requests to Salesforce for advanced custom actions. |
Find Child Records | Search | Retrieves child records linked to a parent object. |
Find Records | Search | Searches for records based on specified criteria. |
Find Record By Query | Search | Uses a query to locate specific records in Salesforce. |
Find Record(s) | Search | Retrieves one or multiple records based on search filters. |
Find Record(s) by Query | Search | Uses SOQL (Salesforce Object Query Language) to find matching records. |
Get Record Attachment | Search | Fetches attachments linked to a specific Salesforce record. |
Predefined Popular Workflows for Salesforce and WhatsApp Integration
TimelinesAI offers ready-to-use popular zap templates for popular workflows with Salesforce. These prebuilt workflows eliminate the need to manually configure triggers and actions —just choose the workflow you want, make minor changes as per your needs, and the system handles the automation.
In this demonstration, we will show how to access popular predefined workflows for integrating Salesforce and TimelinesAI.
Generate a New TimelinesAI Token ID
Creating a new TimelinesAI Token ID provides secure access to the platform. A new token ID makes sure proper authentication, manages permissions, and enables usage tracking.
Follow the demonstration below to learn how you can generate a new TimelinesAI token ID:
We hope this documentation gives you a clear understanding of how to create Zaps for Salesforce-WhatsApp integration. Below is a useful template that we’ve created to streamline your workflow:
If you require further assistance, our Chat Support is available, or you can reach out via email at hello@timelines.ai.
Updated on: 17/02/2025
Thank you!