How can I filter notifications to only send for certain pipeline stages?

DryMerge allows you to filter notifications based on pipeline stages. Define the criteria for the stages you want to be notified about, and you'll only receive alerts for those changes.

Can the WhatsApp message include pipeline details?

Yes, the WhatsApp message can include specific pipeline details, such as the stage name, deal value, and expected close date. Just specify the details you need, and DryMerge will set it up.

Who benefits from this automation, and how?

Sales teams and managers benefit from this automation by staying informed about pipeline changes, enabling them to act swiftly and strategically to capitalize on opportunities.

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Salesforce + WhatsApp

Update Sales Team via WhatsApp on Salesforce Pipeline Changes

Keep your sales team up-to-date on the latest developments by sending WhatsApp messages whenever there are changes in the Salesforce pipeline. This ensures that everyone is aware of progress and can adjust their strategies accordingly.

Pipeline Stage Changed

Triggers when a stage changes in the Salesforce pipeline.

Notify Sales Team

Sends a WhatsApp message to the sales team with details.

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

or pick a common variation below

Update Clients via WhatsApp on Salesforce Invoice Status

Salesforce + WhatsApp

Notify Sales Team via WhatsApp About Pending Salesforce Approvals

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, "Update Sales team via WhatsApp on Salesforce pipeline changes"

Update Sales team via WhatsApp on Salesforce pipeline changes

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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