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Zapier Automation #5: Salesforce and WhatsApp

A comprehensive guide to integrating Salesforce with WhatsApp using TimelinesAI's Zapier integration

Updated this week

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:

  1. Go to Settings

  2. Select Integrations

  3. 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.

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