Keep Your Customer Database Fresh—Auto-Sync WhatsApp to Salesforce Contacts
When a customer reaches out on WhatsApp, Notis instantly creates a Salesforce contact so your team has current customer info.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Manually adding customer contact details into Salesforce from WhatsApp conversations drains focus and leads to incomplete records.
- All customer contact info is automatically logged—no typing into Salesforce.
- Your customer database stays current as conversations happen.
- Teams can see the full customer history in one place.
- Reduces duplicate contact entries across your CRM.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When a customer messages on WhatsApp, create a Salesforce contact with their info' or use Automations → New Automation.
- 3Notis extracts sender details (name, phone, profile info) and creates a contact in Salesforce.
- 4Select the 'New Message Received' trigger and your notification channel.
- 5Test by having a customer message you and checking Salesforce for the new contact record.
Questions about this workflow
What if a customer already exists in Salesforce?
Notis can be configured to check for duplicates by phone number or email before creating a new contact. You can also set up a rule to update existing contacts instead.
Can I control which fields get populated?
Yes. You specify what data Notis should extract from WhatsApp (name, phone, location, etc.) and map it to Salesforce contact fields.
Does this work for group chats?
Individual customer messages work best. Group chats can be included, but Notis will create a contact for each participant.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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