Capture New WhatsApp Prospects as Salesforce Leads
Give promising inbound conversations a place in your pipeline without retyping the details yourself.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential customers can be missed when inbound chats are not entered into the lead pipeline promptly.
- Capture new prospects in Salesforce
- Reduce manual entry from inbound chats
- Keep the prospect's original context available
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Salesforce once in the Notis portal.
- 2Create an automation and instruct Notis to create a lead only for a new prospect with the required Salesforce details.
- 3Choose New WhatsApp Message Received as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real inquiry from a new prospect.
Questions about this workflow
What if a message does not include enough information to create a lead?
Tell Notis to avoid creating a lead when required details such as last name or company are missing, and include the gap in the run report.
Does this check whether a lead already exists?
Describe the duplicate-checking behavior you want and which available details Notis should use to look for an existing lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Salesforce. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Timelinesai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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