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.

Seamlessly Integrate WhatsApp with Salesforce

Seamlessly engage customers by integrating WhatsApp messaging within your Salesforce workflow. Bardeen enables personalized communication, directly enhancing your sales and support efforts.

Why automate Salesforce and Whatsapp workflows?

how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

Available actions & triggers

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How does Bardeen integrate Salesforce with Whatsapp?

Bardeen integrates Salesforce and Whatsapp by utilizing their APIs, enabling communication and data transfer between the two platforms. This allows businesses to automate customer interactions and enhance CRM processes.

What can Bardeen’s automations do with Salesforce and Whatsapp?

Bardeen can bridge Salesforce and Whatsapp to enhance customer communication. Sales reps can automatically send personalized Whatsapp messages to Salesforce contacts when certain triggers are met, ensuring timely follow-ups and a more personalized customer experience.

Why should I automate my tasks in Salesforce?

Automating your tasks in Salesforce can revolutionize your sales process by saving time and amplifying your impact. Sales teams, in particular, can benefit immensely from automation by reducing manual data entry, streamlining lead nurturing, and improving customer relationship management. Automation also enables real-time reporting and analytics, providing valuable insights for strategic decision-making. For a salesperson, it means less time spent on mundane tasks and more on closing deals, which ultimately leads to increased productivity and revenue.

Why should I automate my tasks in Whatsapp?

By automating tasks in WhatsApp, you're giving yourself the gift of time and improved productivity. For sales professionals, this could mean an automated process for reaching out to leads or following up on inquiries, thus speeding up the sales cycle. For recruiters, this could translate into automated messaging for initial candidate screening, saving countless hours. Founders can benefit from automated alerts or updates about their business, ensuring they're always in the loop. Automating your WhatsApp tasks means you're able to focus on higher-value activities and strategies that really drive your success.

Does Salesforce work with WhatsApp?

Yes, Salesforce can work with WhatsApp via an automation tool like Bardeen, which facilitates seamless integration and enhanced productivity while offering an indefinite free tier.

How do I connect my CRM to WhatsApp Business?

You can connect your CRM to WhatsApp Business by using Bardeen's automation software, which offers an easy-to-use integration process, available for free.

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