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Integration Guide

WATick + Salesforce Integration

Send WhatsApp messages automatically from Salesforce – connected through Pabbly Connect, Zapier, Make or n8n.

Why connect

Why use WATick with Salesforce

Automate WhatsApp without switching tools or copying data by hand.

Faster lead response

New leads get a WhatsApp message within seconds.

No copy-paste

Lead details flow from Salesforce into WhatsApp messages automatically.

More conversions

Quick, personal follow-ups turn more leads into customers.

Smart conditions

Send different messages by stage, source or owner.

Consistent team follow-up

Every lead gets the same fast response.

Replies back to Salesforce

Log WhatsApp replies back to Salesforce through your automation tool.

Use cases

What you can automate with Salesforce

Popular WATick automations our customers build.

LeadsNew lead → WhatsApp welcome
OpportunitiesStage change → WhatsApp update
CasesCase update → WhatsApp status
TasksFollow-up due → WhatsApp reminder
RenewalsContract renewal → WhatsApp reminder
RepliesWhatsApp reply → Salesforce activity
Example workflows

Ready ideas for Salesforce

Start with one of these and customise it for your business.

Lead welcomeSalesforce new lead → Zapier → WATick → WhatsApp welcome
Case updateCase status change → Make → WATick → WhatsApp update
Reply loggingWATick webhook → n8n → Salesforce task
Before you start

What you need

Keep these ready – setup takes only a few minutes.

A WATick accountNormal or Advance API – try free for 6 days.
An approved templateCreate it in your WATick panel and wait for Meta approval.
Your API detailsFound in your panel under Settings → API Access & Webhook.
A Salesforce accountWith API access enabled for your edition.
Setup guide

Send WhatsApp messages from Salesforce

Trigger a WhatsApp template from WATick whenever something happens in Salesforce.

  1. Choose your automation tool

    Use Pabbly Connect, Zapier, Make or n8n – see our Pabbly, Zapier, Make or n8n guide.

  2. Add the Salesforce trigger

    Connect your Salesforce account in the tool and choose the trigger: a Salesforce record created or updated.

  3. Add the WATick action

    Add an HTTP / API step and paste the Send Template API URL from your WATick panel (Settings → API Access & Webhook).

  4. Add your API token

    Add your WATick API token as shown in your panel.

  5. Map the details

    Map the phone number (with country code), template name and variables from Salesforce.

  6. Test and switch on

    Run a test with your own number, then turn the workflow on.

Best practices

Tips for smooth automation

Follow these tips so your messages reach customers every time.

Use the right number formatCountry code + number, no + or leading 0 – for example 917620798265.
Use approved templatesOutside the 24-hour chat window, WhatsApp only allows approved templates.
Message opted-in customersOnly send to people who agreed to hear from you. It keeps your quality rating high.
Test with your own numberRun the workflow once with your number before switching it on for customers.
Keep your token privateStore the API token in the tool’s secure credentials – never in public pages.
Watch for errorsAdd an error path or notification so you know if a message could not be sent.

📥 Also possible: get replies in Salesforce

Turn on the webhook in your WATick panel and every WhatsApp reply can flow back into Salesforce – to update a lead, add a note, save to a sheet or alert your team.

🤝 Want us to set it up?

Share what you want to automate and our team will help you connect Salesforce with WATick.

Get Setup Help

Other integrations

Frequently Asked Questions

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