How to connect WhatsApp Business to Salesforce
Stop dealing with manual email management. This guide shows you how to automatically Create Lead in Salesforce whenever New Message Received happens inside WhatsApp Business.
Why automate this workflow?
Manual processes introduce delays and errors. With this automation you automated communication with customers. It runs 24/7 so your team never misses key context.
π‘ Pro tip: Start with a simple workflow, then add filters once validated.
Sales Pipeline Communication Workflows
Here are proven ways teams connect WhatsApp Business with Salesforce to eliminate manual work and reduce errors:
Deal stage alerts
Notify your team when a deal moves to a new stage so everyone stays aligned without checking the CRM.
New lead notifications
Instantly alert the right sales rep when a lead is assigned to themβspeed to lead matters.
Won deal celebrations
Automatically announce closed-won deals to boost team morale and share success stories.
β‘ Advanced tip: Include deal value and company name in your notification template so reps can prioritize at a glance.
Step-by-step implementation
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1
Create a scenario in Make.com
Sign up or log in. Click "Create a new scenario" and choose WhatsApp Business as the first module.
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2
Configure the trigger
Select New Message Received inside WhatsApp Business. Authorize your account and set any filters you need.
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3
Add the Salesforce action
Choose "Create Lead" and map fields from the trigger. Test once and turn it on.
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4
Test and activate
Click "Run once" to test. If everything works, turn on your scenario.
Free vs Pro: Which Plan?
Free is great for testing. Pro is better for business.
Free Plan
$0/mo
- β 1,000 ops/month
- β 2 scenarios
- β 15-min interval
Pro Plan
$9/mo
- β 10,000+ ops/month
- β Unlimited scenarios
- β 1-min interval
FAQ
Is the WhatsApp Business to Salesforce integration free?
Yes. Make.com offers a free tier with 1,000 operations/month.
How long does setup take?
Most users complete the setup in under 5 minutes.
Do I need coding skills?
No. The entire workflow is built using drag-and-drop modules.