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Business Problem:
Currently, there is no native option to trigger respond.io actions (e.g. sending messages) directly from within Salesforce Flows. This limitation forces teams to rely on external integration platforms or manual steps to initiate conversations or actions in respond.io and increasing the risk of delays or data inconsistencies.
Desired Outcome:
  • Native Respond.io Workflow Action:
    Introduce a dedicated respond.io action type in Salesforce Flows. This allows Salesforce users to seamlessly initiate respond.io actions—such as sending a WhatsApp message, assign the contact and etc.
  • Unified Automation Ecosystem:
    Enable users to maintain a single automated workflow environment, eliminating the need for third-party connectors or manual updates. This ensures consistent data handling, reduces complexity, and streamlines cross-platform communication.
Use Cases:
  • Sales Handoffs:
    When a Salesforce contact reaches a new lifecycle stage (e.g., from Lead to MQL), a Salesforce Flows could automatically trigger a personalized WhatsApp message via respond.io.
  • Event & Campaign Triggers:
    Suppose a contact registers for a webinar or completes a form. Salesforce Flows can immediately prompt respond.io to send a confirmation message or provide next steps, ensuring immediate, automated customer communication.
Current Workaround:
Users must rely on third-party integration tools (like Zapier or Make.com) to trigger the respond.io actions based on Workflows trigger.