Salesforce WhatsApp Integration

Why Zaptilo for Salesforce in India?

• Pay-as-you-go pricing in INR — from ₹0.04/message at volume
• One Zaptilo account serves your entire Salesforce org — no per-user fees
• India-based support, GST invoice for Indian entities
• Works with Salesforce Sales Cloud, Service Cloud, and Marketing Cloud Account Engagement

Step 1: Add Remote Site Setting

Salesforce blocks outbound HTTP by default. Whitelist Zaptilo:

Salesforce > Setup > Remote Site Settings > New
Remote Site Name: Zaptilo
Remote Site URL: https://web.zaptilo.ai

Step 2: Create the Apex class

Save this in Setup → Apex Classes → New:

public class ZaptiloWhatsApp {

    private static final String BASE_URL = 'https://web.zaptilo.ai';
    private static final String TOKEN = 'YOUR_ZAPTILO_API_TOKEN';

    public static void sendTemplate(String phone, String templateName, List<String> bodyValues) {
        Http http = new Http();
        HttpRequest req = new HttpRequest();
        req.setEndpoint(BASE_URL + '/api/send/template');
        req.setMethod('POST');
        req.setHeader('Authorization', 'Bearer ' + TOKEN);
        req.setHeader('Content-Type', 'application/json');

        List<Map<String, String>> params = new List<Map<String, String>>();
        for (String v : bodyValues) {
            params.add(new Map<String, String>{ 'type' => 'text', 'text' => v });
        }

        Map<String, Object> body = new Map<String, Object>{
            'phone' => phone,
            'template' => new Map<String, Object>{
                'name' => templateName,
                'language' => new Map<String, String>{ 'code' => 'en' },
                'components' => new List<Object>{
                    new Map<String, Object>{ 'type' => 'body', 'parameters' => params }
                }
            }
        };

        req.setBody(JSON.serialize(body));
        HttpResponse res = http.send(req);
        System.debug('Zaptilo response: ' + res.getBody());
    }
}

For production, store the API token in a Custom Setting or Named Credential, never hard-coded.

Step 3: Trigger from a Lead trigger

// Trigger on Lead create
trigger LeadWhatsAppTrigger on Lead (after insert) {
    for (Lead l : Trigger.new) {
        if (l.Phone != null) {
            ZaptiloWhatsApp.sendTemplate(
                '91' + l.Phone.replaceAll('\\D', ''),
                'lead_welcome',
                new List<String>{ l.FirstName, l.Company }
            );
        }
    }
}

Step 4: Call from Salesforce Flow

Wrap the Apex method in an @InvocableMethod annotation and call it from any Salesforce Flow. This lets non-developers add WhatsApp steps to record-triggered or scheduled flows.

Use cases for Indian Salesforce orgs

Frequently asked questions