Integrating Salesforce and WhatsApp through Bardeen presents a powerful combination for any business. Salesforce, a leading cloud-based customer relationship management (CRM) platform, revolutionizes how businesses manage and interact with their customers. It offers a comprehensive suite of tools to streamline sales, marketing, and customer service processes. On the other hand, WhatsApp, a popular messaging service, enables businesses to communicate effectively with customers in real time. Pairing Salesforce and WhatsApp through Bardeen allows businesses to automate repetitive tasks, streamline workflows, and enhance customer interactions. Refer to the playbook for creating a Salesforce lead from a LinkedIn profile for inspiration.

Combining Salesforce and WhatsApp can be particularly beneficial for Sales & Prospecting and Marketing personas. For Sales & Prospecting, automating tasks such as lead generation, follow-ups, and deal closures can significantly enhance efficiency. For instance, users can automate the process of creating Salesforce leads from LinkedIn profiles or posts with just a few clicks. Marketing professionals can leverage this integration to automate customer outreach, follow-ups, and engagement. The Send Salesforce contact information in Slack playbook is a great example of how this can be achieved.

Try popular Salesforce + WhatsApp automations

App Name Icon App Name Icon
Try it
Send
a WhatsApp message when a HubSpot deal is created
App Name Icon App Name Icon
Try it
Generate
OpenAI summary and action items from meeting notes and send WhatsApp message
App Name Icon App Name Icon
Try it
Get
page with OpenAI and send to WhatsApp
App Name Icon App Name Icon App Name Icon
Try it
Qualify
LinkedIn commenters and save contacts to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Export
Leads from LinkedIn Company Search to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Qualify
and create Salesforce lead when email is received
App Name Icon App Name Icon App Name Icon App Name Icon
Try it
Export
a GitHub profile as a Salesforce Contact
App Name Icon App Name Icon
Try it
Create
a new account profile in Salesforce from a company’s website
App Name Icon App Name Icon App Name Icon
Try it
Get
social profiles and information of all participants of a meeting and save to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Enrich
contact information in a Google Sheet and create or update Salesforce contacts
App Name Icon App Name Icon
Try it
Qualify
a lead from Salesforce and create a Salesforce contact
App Name Icon App Name Icon
Try it
Qualify
LinkedIn Companies and Save to Salesforce
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Notion
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Airtable
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Google Sheets
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Notion
App Name Icon App Name Icon
Try it
Copy
all Salesforce Contacts to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Airtable
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Google Sheets
App Name Icon App Name Icon App Name Icon
Try it
Enrich
and update a Salesforce lead's record with new information
App Name Icon App Name Icon App Name Icon
Try it
Create
a draft email in Gmail for a Salesforce contact using OpenAI
App Name Icon App Name Icon App Name Icon
Try it
Enrich
and update a Salesforce contact's record with new information
App Name Icon App Name Icon
Try it
Save
a Salesforce contact as a new HubSpot contact
App Name Icon App Name Icon
Try it
Save
a Salesforce account to HubSpot as new company
App Name Icon App Name Icon App Name Icon
Try it
Create
a Salesforce account from a LinkedIn company profile and send a Slack message
App Name Icon App Name Icon
Try it
Create
Salesforce leads from LinkedIn people search
App Name Icon App Name Icon
Try it
Create
Salesforce leads from LinkedIn post commenters
App Name Icon App Name Icon
Try it
Create
a Salesforce lead from a LinkedIn profile
App Name Icon App Name Icon
Try it
Create
a Salesforce lead from a LinkedIn post
App Name Icon App Name Icon
Try it
Create
draft email for a Salesforce contact using OpenAI

How to integrate Salesforce + WhatsApp

Install from Chrome Web Store Icon
Step 1
Install Bardeen extension from Chrome Web Store.
Find a Bardeen Automation Icon
Step 2
Find a pre-built automation.
OR
Bardeen AI Icon
Step 2
Let AI build the automation for you.
Run Bardeen Automations Icon
Step 3
Run your automation.
Party Emoji
That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
WhatsApp
Salesforce
WhatsApp
Salesforce

Build your own Salesforce + WhatsApp workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

Learn more

Discover what you can automate

Integration tips for Salesforce + WhatsApp

Loved by over 300k users

With help from the Solutions Engineering team, I was able to leverage Bardeen to generate 25,000+ prospective leads in a couple hours - something that normally takes me weeks. We can expect this list to result in 1k+ trials, $100k+ of revenue, and hundreds of recurring paid subscribers. These custom playbooks will save me 5 hours per week, and now I can focus on more productive tasks like building campaigns, engaging in sales calls, and maintaining relationships.
"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”
Bardeen saves me 3 hours per week and is a complete game changer! Now, I am able to automate the copy-pasting of founders and investors from LinkedIn to my Google Sheets. Thanks to Bardeen, I am more productive using LinkedIn for outreach.

Available actions & triggers

Learn more about the apps

Integrate any app with Salesforce + WhatsApp

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Can I use the Salesforce and WhatsApp integration on my mobile/tablet?
What happens if I exceed my plan’s credit limit while using the Salesforce and WhatsApp integration?
Can I share my Salesforce and WhatsApp automation with others?
How secure is the Salesforce and WhatsApp integration via Bardeen?
Can I automate tasks in Salesforce using WhatsApp?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
Little Rocket Ship
Launch your productivity boost today.
Try it – it's free

Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
By clicking “Accept All Cookies”, you agree to the storing of cookies. View our Privacy Policy for more information.