Zapier Automation #5: Salesforce and WhatsApp
Using our native Zapier integration, you can easily integrate Salesforce with WhatsApp on TimelinesAI.
Available on all TimelinesAI plans and free to try (no credit card required), our Zapier integration works with any WhatsApp number.
Last updated: 17/02/2025
Prerequisites
Before setting up your Zapier automation, ensure you have:
A TimelinesAI account
A Salesforce account
A Zapier account
Navigation
To access Zapier integration settings:
Go to Settings
Select Integrations
Click on Zapier
Create Custom Workflows
Configure the Trigger
Set up the trigger event that will initiate your automation workflow.
Configure the Action
Define the action that should occur when the trigger event happens.
Predefined Popular Workflows
TimelinesAI offers pre-built workflow templates for common use cases to help you get started quickly.
Generate a New TimelinesAI Token ID
You'll need to generate a TimelinesAI Token ID to authenticate your Zapier integration.