WhatsApp and Zapier automation #7: Create Salesforce leads from new incoming chats in WhatsApp

Created On

WhatsApp & Zapier Automation Overview

If you want to automatically create leads in Salesforce for new incoming chats from WhatsApp, then use this step-by-step guide. This Zapier template will automatically create a new lead in Salesforce when you receive a new WhatsApp message.

  • This automation is available as Zapier & WhatsApp template for quick setup with TimelinesAI.
  • Native Zapier integration is available on all TimelinesAI plans.
  • You can try it on a free trial right now! No credit card or additional setup is required, it works with all WhatsApp numbers.

Learn more about WhatsApp and Zapier integration

Step 1: Create a new Zap

For illustration purposes, we’ll be creating a Zap that automatically creates a Salesforce lead whenever a new incoming chat is received in WhatsApp. 

However, you may change the triggers and actions, available within their respective drop-down menus on Zapier, depending on your needs.

Log into Zapier and then create a Zap by adding the information required in the respective fields like this:

Timelines Salesforce

Once you are done, you may click on “Try it”. This will take you to a section where you’ll be able to select the Salesforce account that you’ll use. Zapier will ask your permission to access information from Salesforce. Once you approve it, Zapier will proceed and gather data from your Salesforce account.

Step 2: Connecting TimelinesAI account

After you finish step 1, Zapier will ask you for your TimelinesAI account. To connect TimelinesAI account, you need to:

  1. Go to the TimelinesAI account;
  2. Click on the “Integrations” tab on the sidebar;
  3. Choose  “Zapier Integration“, where you’ll need to click on “Generate new token“:
Make sure to click on that token, so it can be copied to your clipboard.

You’ll then go back to Zapier and continue the process by pasting that token into this text box:

This will allow Zapier to load your WhatsApp account – make sure to select your account there and then click on “Next”.

Step 3: Testing your WhatsApp & Zapier Automation

Once you click on “Send test”, Zapier will create a Salesforce lead whenever a new incoming chat is received in WhatsApp.

After you have confirmed that the lead was created, you may go back to Zapier and proceed to the last step by clicking on “Next”. This will take you to a section where you can double-check the details you just entered here, and then you may turn this Zap on.

And that’s how you create a Zap that automatically creates a Salesforce lead whenever a new incoming chat is received in WhatsApp. You’ll be able to review this on Zapier by clicking on “Zaps“.

Step 4: Check out other ready-to-use WhatsApp and Zapier Automations

Looking for something else? No problem, we got you covered! Just register for a free trial and submit your request in our in-app support chat – we will create a template for you!
Latest posts by Aizhan Khalikova (see all)
Table of Contents