Salesforce Whatsapp Automation
Instantly notify prospects when their proposal is ready and follow up automatically. Keep deals moving and increase proposal acceptance with zero extra effort.
Why This Workflow Matters
This workflow keeps your proposals from getting lost in busy inboxes.
As soon as a deal reaches the proposal stage, your contact is notified on WhatsApp with a direct link to their proposal and a friendly reminder if they haven’t acted yet.
You deliver a smooth, modern buying experience, reduce manual follow-up, and help your sales team close more deals with consistent, timely communication.
HOW THE AUTOMATION WORKS
- Trigger: Stage changed
When a deal in Salesforce moves into the relevant proposal stage, the automation starts automatically.
- ActiveCampaign Actions: Tag proposal, webhook
ActiveCampaign tags the contact to mark them as being in the proposal phase and sends a webhook to connect this stage change to the WhatsApp workflow.
- WhatsApp Message Sent: “Your proposal is ready: {{proposal_link}}.”
The contact receives a WhatsApp message with a direct link to view their proposal immediately.
- Follow-Up Steps: Reminder
If they haven’t accepted or responded, a reminder is sent to gently nudge them to review and approve the proposal.
- Goal / KPI: Proposal acceptance
The success of this workflow is measured by how many proposals are accepted, helping you track and improve your sales performance.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Deal stage is changed in Salesforce to the proposal stage. | Automatically starts the workflow at the exact moment a proposal is ready. |
| 2 | ActiveCampaign applies a proposal tag to the contact. | Clearly identifies who is in the proposal phase for easy tracking and segmentation. |
| 3 | A webhook is triggered from ActiveCampaign. | Seamlessly connects Salesforce stage changes to your WhatsApp messaging via D7 WhatsApp API. |
| 4 | WhatsApp message is sent: “Your proposal is ready: {{proposal_link}}.” | Delivers the proposal directly to the customer’s phone, increasing the chance they open it quickly. |
| 5 | The contact has time to review the proposal. | Gives buyers a smooth, convenient experience without chasing emails. |
| 6 | A WhatsApp reminder is sent if there’s no action. | Gently nudges prospects who forgot to review or approve, preventing deals from stalling. |
| 7 | Proposal acceptance is monitored as the main KPI. | Lets you measure how well the workflow is driving accepted proposals. |
| 8 | Results inform future optimization of tags, timing, and reminders. | Helps you refine your process to consistently increase proposal acceptance over time. |
Whatsapp Message Variations
Original:
Your proposal is ready: {{proposal_link}}.
Improved versions (template-friendly):
- Your proposal is now ready to review: {{proposal_link}}. Please take a look at your convenience.
- Hi, your proposal is prepared and available here: {{proposal_link}}. Let us know if you have any questions.
- Your proposal is ready and waiting: {{proposal_link}}. Please review and proceed when you’re ready.
Who This Workflow is For
This workflow is ideal for:
- B2B sales teams managing opportunities and proposals in Salesforce.
- Agencies and consultancies sending service proposals or retainers to clients.
- SaaS companies sharing custom pricing or enterprise agreements.
- Financial and insurance providers delivering quotes and policy proposals.
- Real estate and property firms sending offer documents and agreements.
- Professional services (legal, accounting, IT, marketing) where proposals and contracts are key to closing new business.
Any business that uses Salesforce stages and wants to ensure proposals are seen, reviewed, and accepted faster will benefit from this automation.
Integrate Now
Activate this Salesforce – Proposal Stage Update workflow today