Salesforce and WhatsApp Business Cloud automations

Ready-made scenarios where Salesforce and WhatsApp Business Cloud work for you: pick one — a copy appears in your account and runs on its own.

157 scenarios

Turn WhatsApp Business Cloud messages into Salesforce tasks
Chat messages turned into tasks
New deals announced to your team
Ad leads delivered to your messenger
Messages from WhatsApp Business Cloud become Salesforce tasks
CRM changes announced in your messenger
New Salesforce tasks ping you in WhatsApp Business Cloud
Saved chat messages become tasks
Completed Salesforce tasks — posted to WhatsApp Business Cloud
Email validation for new CRM contacts
Incident alerts — to everyone, everywhere at once
A booked meeting — a CRM task and a reminder
Unassigned support tickets — as a list in WhatsApp Business Cloud
Cutting a release with a chat command
Validating new contacts for dead addresses
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
High-priority tickets alert every channel at once
Chat messages — into support tickets
Support tickets — as a thread in your team chat
Instant alerts for urgent events from your apps
New deals routed automatically — to the team, table, and slides
Auto-cleanup of old files in cloud storage — with notifications
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
Lead scoring and routing: hot leads straight to sales
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Early churn-risk detection from Zendesk tickets
Which channel brings deals — a per-source breakdown in WhatsApp Business Cloud
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
New bugs — straight to the right team
Automatic bug triage: priority, ticket, team alert
A morning task plan from Salesforce to WhatsApp Business Cloud
Onboarding a hire from a form: chats, a task and access
To-dos in your task list by voice from your messenger
Inbound leads scored, with alerts and draft replies for the hot ones
Incoming messages routed to the right team
Customer-feedback triage with tickets — automatically
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Pre-release readiness checks — on autopilot
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
Manage tasks in plain language from chat
Cold deals close themselves — and bring back feedback
A morning briefing of today's tasks in your chat
Instant calling and booking of new ad leads
Site status alerts with a screenshot — to your messenger
Stalled deals bring themselves back to life
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Repo changes from chat, in plain words
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
A support ticket digest — every morning
Scoring and routing leads from form submissions
Daily scenario backups to a code store
Payment dispute alerts with automatic task creation
Business card into your address book with one photo
Smart lead routing to reps — instant, with no manual assignment
A tracker ticket from a chat message
Post drafts from your meetings — automatically
Stock sentiment from social media — into tasks and alerts
Release notes, a QA task and team alerts — straight from a version tag
Client renewal reminders — ahead of time
A daily access check: two-factor and stale keys
Meeting attendance: a log, the late list and a summary in your chat
Capture and route leads from every channel
Critical bugs from testing escalated straight to tickets and engineering chat
Failed-login detection with tickets and alerts
Twice-daily double backup of your scenarios
Re-engage stalled leads with a ready-made email
A daily numbers summary — to chat and email
Ticket triage and escalation with response-time control
A daily launch digest — with a task for each notable one
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Release notes from closed tasks — into oneC and WhatsApp Business Cloud on their own
Jira epic health tracking with risk alerts
Error-log watch with automatic tickets
A client deck built from a call recording — automatically
A chat bot that answers from your own knowledge base
To-do list straight from chat: type or speak — the task is saved
Cross-tool task dependencies, reconciled every night
A sales leaderboard with a personal word to the team — automatically
Onboarding task quality checks, automatic and scored
Score event RSVPs and route them to sales
Data-quality watch that alerts only on real issues
Turn website chat into qualified leads in your CRM
A daily backup of your scenarios — to Salesforce
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Shipping quotes delivered right in the customer chat