Integrate WhatsApp with Salesforce using Raqi
Automate your workflows by sending WhatsApp messages directly from Salesforce. Use Raqi to turn Salesforce activity into instant WhatsApp notifications for customers, employees, and operators. Connect your existing tech stack—including Google Sheets, Gravity Forms, Typeform, and Slack.
WhatsApp workflows for Salesforce
Browse common triggers, actions, and WhatsApp workflows Raqi can tailor around this page.
CRM (Customer Relationship Management)
Google Sheets Intake
Raqi catches new Google Sheets in Salesforce and sends a WhatsApp alert to the owner, so intake is handled before the queue grows.
CRM (Customer Relationship Management)
Google Form Routing
Raqi routes Google Form updates from Salesforce into WhatsApp, so the right teammate gets the context and moves first.
CRM (Customer Relationship Management)
Google Forms Follow-Up
Raqi watches Google Forms changes in Salesforce and posts a WhatsApp follow-up, so no warm case or lead goes quiet.
CRM (Customer Relationship Management)
Google Drive Reminder
Raqi keeps Google Drive work on track in Salesforce with a WhatsApp nudge, so deadlines, approvals, or next steps stay visible.
CRM (Customer Relationship Management)
Microsoft Outlook Escalation
Raqi flags urgent Microsoft Outlook activity in Salesforce and sends a WhatsApp escalation, so managers step in before delays spread.
CRM (Customer Relationship Management)
Transaction Review
Raqi shares Transaction details from Salesforce through WhatsApp, so the team can review the record and approve the next move.
CRM (Customer Relationship Management)
Transactions Handoff
Raqi passes Transactions context from Salesforce into WhatsApp, giving the next owner everything needed to continue without rework.
CRM (Customer Relationship Management)
Lead Summary
Raqi bundles Lead updates from Salesforce into a WhatsApp summary, giving leadership a clean view of what changed today.
CRM (Customer Relationship Management)
New Salesforce Lead Alert
Notify the sales rep on WhatsApp the moment a new lead is created in Salesforce, with name, company, source, and lead score for immediate follow-up.
CRM (Customer Relationship Management)
Lead Converted to Opportunity
Alert the sales manager on WhatsApp when a Salesforce lead is converted to an opportunity, with the opportunity name, value, and assigned rep.
CRM (Customer Relationship Management)
Opportunity Stage Changed
Notify the deal owner on WhatsApp when a Salesforce opportunity moves to a new stage, with old stage, new stage, close date, and deal value.
CRM (Customer Relationship Management)
Salesforce Opportunity Won
Send a WhatsApp announcement to the team when a Salesforce opportunity is marked Closed Won, with deal name, value, account, and closing rep.
CRM (Customer Relationship Management)
Salesforce Opportunity Lost
Alert the sales manager on WhatsApp when a Salesforce opportunity is lost, with lost reason, deal value, competitor, and rep name for coaching.
CRM (Customer Relationship Management)
New Salesforce Case Created
Alert the support team on WhatsApp when a new case is created in Salesforce, with case number, subject, priority, account, and assigned owner.
CRM (Customer Relationship Management)
Salesforce Case Escalated
Immediately notify the support manager on WhatsApp when a Salesforce case is escalated, with case ID, customer, SLA deadline, and escalation reason.
CRM (Customer Relationship Management)
Salesforce SLA Breach Alert
Alert the service team on WhatsApp when a Salesforce case is approaching or has breached its SLA deadline, with case ID, hours overdue, and account name.
CRM (Customer Relationship Management)
New Salesforce Account Created
Notify the account manager on WhatsApp when a new account is created in Salesforce, with company name, industry, size, and assigned owner.
CRM (Customer Relationship Management)
New Contact Added to Salesforce
Alert the sales rep on WhatsApp when a new contact is added to a key Salesforce account, with contact name, title, email, and the account it belongs to.
CRM (Customer Relationship Management)
Salesforce Task Due Alert
Remind the assigned rep on WhatsApp when a Salesforce activity task is due today, with task subject, associated record, and due time.
CRM (Customer Relationship Management)
Overdue Salesforce Task Alert
Escalate to the manager on WhatsApp when a Salesforce task is overdue, with task subject, assigned rep, days overdue, and associated opportunity.
CRM (Customer Relationship Management)
Contract Activated Alert
Notify the account team on WhatsApp when a Salesforce contract is activated, with contract number, customer, start date, and total contract value.
CRM (Customer Relationship Management)
Contract Expiry Reminder
Alert the account manager on WhatsApp when a Salesforce contract is within 30 days of expiry, with contract number, customer, and renewal options.
CRM (Customer Relationship Management)
Salesforce Quote Sent Alert
Notify the sales manager on WhatsApp when a quote is sent from Salesforce CPQ, with quote number, account name, total value, and expiration date.
CRM (Customer Relationship Management)
High-Value Opportunity Alert
Immediately alert senior leadership on WhatsApp when a Salesforce opportunity above a set value threshold is created, for executive attention.
CRM (Customer Relationship Management)
Campaign Response Received
Alert the marketing team on WhatsApp when a Salesforce campaign response is recorded, with campaign name, lead or contact, and response type.
CRM (Customer Relationship Management)
Salesforce Approval Requested
Alert the approver on WhatsApp when a Salesforce record is submitted for approval, with record type, submitter name, and key record details.
CRM (Customer Relationship Management)
Salesforce Approval Decision
Notify the submitter on WhatsApp when their Salesforce approval request is approved or rejected, with the decision, approver name, and any comments.
CRM (Customer Relationship Management)
Salesforce Report Run Alert
Send a WhatsApp summary to management when a scheduled Salesforce report runs, with the report name, key metrics, and any threshold breaches.
CRM (Customer Relationship Management)
Critical Field Changed Alert
Alert the owner on WhatsApp when a critical Salesforce field changes, such as account rating, primary contact, or owner reassignment.
CRM (Customer Relationship Management)
Chatter Mention Alert
Notify the user on WhatsApp when they are mentioned in a Salesforce Chatter post, with the message content, poster name, and related record.
No matching workflows.
Build the module your business actually needs
Tell us about the workflow eating hours every week, the one held together by spreadsheets, ERP exports, and WhatsApp groups because it is too specific for any off-the-shelf tool. We scope it, build it, and ship it as a first-class Raqi module.
App integrations
Connect the tools your team already uses and turn real events into WhatsApp confirmations, reminders, documents, and follow-ups.
Salesforce FAQ
Can Raqi connect Salesforce to WhatsApp?
Yes. Raqi can use Salesforce data or events as the starting point for WhatsApp workflows, subject to the available integration method and fields.
What teams use this Salesforce integration?
It is useful for Saudi teams managing crm (customer relationship management), customer follow-up, reminders, approvals, and operational handoffs.
Can messages be sent from our own WhatsApp number?
Yes. Raqi is designed around business-owned WhatsApp channels, approved templates, and operational message tracking.
Where should we start?
Start with one high-volume Salesforce workflow that causes manual follow-up, then expand after the team validates the message flow.
