You can connect Salesforce to your WhatsApp workflows using the Workflow Builder, no code required. Use triggers to react to changes in Salesforce and actions to create or update Salesforce records automatically.
Triggers start a workflow when something changes in Salesforce:
Watch Contacts - fires when a contact is created or updated
Watch Leads - fires when a lead is created or updated
Watch Accounts - fires when an account is created or updated
Watch Opportunities - fires when an opportunity is created or updated (including stage changes)
Watch Cases - fires when a case is created or updated
Watch Tasks - fires when a task is created or updated
Actions let your workflow write data back to Salesforce.
Each action works across the main Salesforce objects: Contacts, Leads, Accounts, Opportunities, Cases, Tasks, and Notes.
Create Record - create a new record in the selected object
Update Record - update an existing record (for example, flip a custom field when a customer replies)
Search Record - find records by field values (email, phone, account name, etc.)
Get Record by ID - retrieve a specific record by its ID
Example Workflows:
WhatsApp → Salesforce: An incoming WhatsApp message triggers a workflow that finds or creates a Contact and logs the message as a Task or Note on the associated record.
Salesforce → WhatsApp: An opportunity moves to "Closed Won," triggering a workflow that sends a confirmation WhatsApp message via TimelinesAI.
When to use Workflow Builder vs. alternatives:
Workflow Builder (recommended) - Runs natively inside TimelinesAI and is included in your TimelinesAI plan, no separate subscription, and the bundled transaction allowance is more generous than a standalone Zapier plan. Extra transactions can be topped up on demand. Best when you need triggers based on WhatsApp events or simple Salesforce CRUD actions.
Native Salesforce integration - For bidirectional message sync and Salesforce activity logging, see TimelinesAI and Salesforce Integration.
Zapier or Make - Popular third-party automation bridges. A good fit if you already have an account or need steps outside Workflow Builder's action catalog. Please note these require a separate subscription. See Zapier Automation #5: Salesforce and WhatsApp.
To set the Workflow Builder:
Open Workflow Builder from the left sidebar of TimelinesAI.
Create a new workflow.
Select Salesforce as the app for your trigger or action.
Connect your Salesforce account when prompted.
Configure the trigger or action fields and activate your workflow.
Learn more in the Workflow Builder overview.