Closed Won Celebrations on WhatsApp
Every time a Salesforce Opportunity flips to Closed Won, a Flow fires a webhook to LunoGen. The agent pulls the full deal detail and posts a celebration to your team's WhatsApp group.
Conversation example
Opportunity just closed. Pulling the full record from Salesforce...
Massive win! Opportunity: Harbor Logistics — Fleet Rollout Amount: $184,500 (annual) Account: Harbor Logistics (Houston, TX) Owner: Jamie Okafor Stage path: Prospecting → Qualification → Proposal → Negotiation → Closed Won Age: 52 days Posted to #wins WhatsApp group with celebration. Jamie hits 127% of quota this quarter.
More Salesforce use cases
Update Salesforce Opportunities from WhatsApp
Reps update Stage, Amount, Close Date, and Next Steps on any Opportunity by messaging the agent in plain English — no more Lightning tab hunting.
Automatic Salesforce Lead Enrichment
When a new Lead lands in Salesforce, the agent pulls firmographics, tech stack, and recent news from public sources and writes it back to the Lead record with suggested talking points.
Daily Salesforce Pipeline Report on WhatsApp
Every morning the agent runs a SOQL query against your pipeline, flags stuck Opportunities, highlights movement, and delivers a founder-friendly summary to WhatsApp.
Account Research Brief Before Every Call
Ask the agent for a pre-call brief on any Account. It pulls Salesforce history, opens Contacts, recent cases, and combines it with live web research into a one-page summary.
Log WhatsApp Calls as Salesforce Tasks
Every WhatsApp conversation with a prospect or customer is automatically summarized and logged to the matching Salesforce Contact and Opportunity as a Task — so your activity history is always complete.
Deploy this in minutes
Create a LunoGen agent, connect Salesforce, and start running this workflow from WhatsApp today.