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Hi all, 

Is it possible to use Zapier to send a specific WhatsApp message to Salesforce Campaign Members with a specific status?

Additional background: I have a working Salesforce flow that automatically assigns new leads to an ongoing Campaign and then automatically selects their Campaign Member status out of a closed list.

I would like to use Zapier to send a specific WhatsApp message only to Campaign Members of a selected status.

Can this be done? 

If I were in your shoes, I’d start with a trigger that looks for any new campaign members. Once a new member is detected, the action would use the 'Find Record by Query' to search within the Campaign Member object. The WHERE clause could be something like, 'WHERE Campaign.Name = "DM Campaign to Top Customers - Nov 12-23, 2001",' which essentially filters for the parent object with that specific campaign name and orders results by creation date. With this information, we can then create an action to send a WhatsApp message to the relevant person using their extracted details.

Something like this, used Gmail instead of Whatsapp:

 


Many thanks tomzap!

Follow-up question- 

I configured the first two steps 

 

But The third step (send WhatsApp notification) is showing an error: Failed to create a message in WhatsApp Notifications. Cannot read properties of undefined (reading 'map'). 

Details: 

The error message "Cannot read properties of undefined (reading 'map')" suggests that the step is trying to access a property or method on an undefined object. This often occurs when the expected data structure is not being passed correctly to the step. In your case, it seems like the send_message action in the "WhatsAppNotificationsCLIAPI" is expecting an array or object with a map method, but it's receiving undefined instead. This could be due to a missing or incorrectly mapped field from the previous step's output.

To resolve this, first ensure that all necessary fields from the Salesforce step are correctly mapped to the WhatsApp step. Specifically, check if the FirstName placeholder in your template is correctly mapped to the FirstName field from the Salesforce output. You can do this by editing the Zap and using the "Insert Data" button to ensure the correct fields are being used. Additionally, verify that the data being passed is in the expected format for the WhatsApp API. If the API expects an array, ensure that the data is structured as such. If the issue persists, consider adding a "Formatter by Zapier" step to manipulate or format the data as needed before it reaches the WhatsApp step.

 

How can I correct this?

 

All I want to do is to send the same short WhatsApp notification to all new campaign members’ cell phones, once they register.

 

Thanks!!

 

 


Hi there @quester007,

Are you trying to send WhatsApp messages to your campaign members using the WhatsApp Notification app? If so, the WhatsApp Notification app only allows you to send messages to yourself and not to other users.

https://help.zapier.com/hc/en-us/articles/19805639844621-Send-messages-in-Zaps-using-WhatsApp

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Hopefully, this helps.


Understood. Many thanks!!

 


Hi @quester007,
 
We just wanted to see how everything is going with your Zap. Did Ken’s recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.


Ken’s response was excellent. Unfortunately, Zapier doesn't have the option I’m looking for. 


You are most welcome @quester007! I’m glad I was able to point you in the right direction!

In the meantime, I have added your vote to support the WhatsApp Messenger in our internal app wishlist. While we don’t have an ETA for this. We will keep you updated via email once the app has been to Zapier.

In case you're curious, here's more on how new services typically get added to Zapier: https://help.zapier.com/hc/en-us/articles/8496275663501-Request-to-add-a-new-app-to-Zapier.

I appreciate your patience and understanding.