How can I filter notifications for only key contacts' birthdays?

DryMerge allows you to filter notifications based on contact importance. Define what constitutes a key contact for you, and DryMerge will only send birthday notifications for those individuals.

Can the WhatsApp notification be personalized with contact details?

Yes, the WhatsApp notification can be personalized with specific contact details, such as their name and birthday message. Specify what information you need, and DryMerge will set it up.

Who benefits from this automation, and how?

Sales and account management teams benefit from this automation by strengthening personal relationships with key contacts, leading to improved client satisfaction and loyalty.

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Salesforce + WhatsApp

Send WhatsApp Notifications for Salesforce Contact Birthdays

Strengthen relationships with your contacts by sending WhatsApp notifications when a Salesforce contact's birthday is approaching. This allows your team to reach out and send well wishes, fostering goodwill and maintaining personal connections.

Upcoming Birthday

Triggers when a Salesforce contact's birthday is near.

Send Birthday Message

Sends a personalized birthday greeting via WhatsApp.

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

or pick a common variation below

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Salesforce + WhatsApp

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send WhatsApp notifications for Salesforce contact birthdays"

Send WhatsApp notifications for Salesforce contact birthdays

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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