How can I filter the daily summary to focus on specific types of activities?

DryMerge allows you to filter the daily summary based on activity types. Specify which types of activities you want to focus on, such as opportunities, tasks, or leads, and DryMerge will tailor the summary accordingly.

Can I customize the information included in the daily summary?

Yes, you can customize the specific activities and information included in the daily summary. Define the elements that are most important to you, and DryMerge will include them in your summary.

Who uses this automation, and why?

Managers and team leaders use this automation to stay informed about their team's daily activities and ensure that important tasks and opportunities are being addressed.

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Salesforce + WhatsApp

Send Daily Salesforce Summary to WhatsApp

Receive a daily summary of your Salesforce activities via WhatsApp. This includes updates on leads, opportunities, tasks, and any other critical information, helping you stay on top of your workload without logging into Salesforce constantly.

Daily Salesforce Summary

Triggers daily to gather Salesforce activities.

Send WhatsApp Summary

Sends a summary of Salesforce activities via WhatsApp.

See more Salesforce to WhatsApp integrations or use AI to customize your automation.

or pick a common variation below

Send Salesforce Case Updates to WhatsApp

Salesforce + WhatsApp

Send WhatsApp Alerts for High-Value Salesforce Quotes

Salesforce + WhatsApp

Remind Sales Reps via WhatsApp About Upcoming Salesforce Meetings

Salesforce + WhatsApp

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send daily Salesforce summary to WhatsApp"

Send daily Salesforce summary to WhatsApp

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + WhatsApp.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

WhatsApp is a cross-platform messaging and Voice over IP service. Send messages, create groups, and automate communication with contacts and communities.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Slack

Team Chat

Discord

Voice Chat

SMS

Text Messages

Get Started with DryMerge

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