WhatsApp + Salesforce Integration

Integrate WhatsApp with Salesforce for instant lead follow ups

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Trigger -
New Inbound Lead
Action -
Send automated message to contact introducing the product and next steps
Unlimited possibilities
TOP DIGITAL TEAMS TRUST QUICKREPLY FOR WHATSAPP ←> SALESFORCE CRM INTEGRATIONS
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Automate WhatsApp messages for updates to key objects in Salesforce

Trigger WhatsApp messages for key updates to Salesforce objects – tasks assigned to reps, launching marketing campaigns via WhatsApp, sharing documents, etc.

Transfer all interaction data between WhatsApp and Salesforce automatically.

Supported triggers and actions

Trigger originates in Salesforce CRM action
concludes over WhatsApp

When this happens…

…automatically do this

Trigger -
New Lead/Contact Created in Salesforce CRM
Action -
Send a notification to lead owner with a set of task instructions

When this happens…

…automatically do this

Trigger -
Lead/Contact Status Updated (e.g., 'Interested')
Action -
Trigger a personalized follow-up message on WhatsApp based on the new status

When this happens…

…automatically do this

Trigger -
New inbound lead
Action -
Send notification to contact with product details and next steps

When this happens…

…automatically do this

Trigger -
Scheduled Meeting or Appointment
Action -
Send a WhatsApp reminder to the lead/contact with meeting details and a calendar link

When this happens…

…automatically do this

Trigger -
New Deal/Opportunity Created
Action -
Notify sales leadership on WhatsApp about the deal creation and share relevant information

When this happens…

…automatically do this

Trigger -
New Deal/Opportunity Created
Action -
Share new collateral with prospect that would accelerate the deal

When this happens…

…automatically do this

Trigger -
Deal/Opportunity Stage Updated (e.g., 'Proposal Sent')
Action -
Send an update to the lead/contact on WhatsApp with the next steps or a thank-you message

When this happens…

…automatically do this

Trigger -
Workflow Automation Triggered (e.g., Drip Campaign)
Action -
Initiate a WhatsApp message sequence as part of the drip campaign, tailored to the customer's journey.

When this happens…

…automatically do this

Trigger -
Invoice Generated in Salesforce CRM
Action -
Send the invoice details via WhatsApp, along with payment options and due dates

When this happens…

…automatically do this

Trigger -
Support Ticket Created/Updated
Action -
Notify the customer on WhatsApp about the ticket creation or status update, including ticket details

When this happens…

…automatically do this

Trigger -
Birthday or Anniversary Reminder in Salesforce CRM
Action -
Automatically send a personalized WhatsApp greeting to the lead/contact on their special day

When this happens…

…automatically do this

Trigger -
Lead/Contact Follow-Up Overdue
Action -
Send a WhatsApp message to remind the lead owner of the overdue follow-up and encourage a response

When this happens…

…automatically do this

Trigger -
Lead/Contact Subscribes To WhatsApp Opt-In List
Action -
Send a confirmation message on WhatsApp, verifying opt-in status and preferences

Connect Salesforce and WhatsApp
with QuickReply.ai