WhatsApp + Salesforce Integration
Integrate WhatsApp with Salesforce for instant lead follow ups
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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
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