Your customers are on WhatsApp, your business should be too. Remind them of upcoming meetings, let them reschedule one, automate follow up communication, send proposals and maintain faster communication by sending WhatsApp messages directly from Salesforce.
Let’s face it—getting through to your customers isn’t always easy. Emails go unread, texts don’t leave much room for personality, and customers expect faster, more personal communication. That’s where WhatsApp comes in, and when paired with Salesforce, it becomes a tool you’ll wonder how you lived without.
Here’s why this combo works so well:
Seamlessly connect with billions of customers through WhatsApp, all from within Salesforce.
Simplify workflows by managing leads and conversations in one unified space.
Get noticed with high open rates, ensuring important updates never go unread.
Wanting to send WhatsApp messages directly from Salesforce? QuickReply's deep integration with Salesforce allows your reps to send WhatsApp messages directly from Salesforce. You can also plug WhatsApp messages as a part of Salesforce Flows for drip campaigns or simple follow-up reminders.
Wondering how to get started? Keep Reading.
Install the QuickReply App
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Before anything else, get the QuickReply app installed on your Salesforce account. Use this installation link to begin. When prompted, make sure to select “Install for All Users.”
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Access Leads or Contacts in Salesforce
Log in to your Salesforce account, and use the App Launcher to search for either the "Leads" or "Contacts" module. These are your starting points for managing WhatsApp conversations.
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Add QuickReply WhatsApp Chat to the Page
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Log In and Start Chatting
Here’s how to start your first WhatsApp conversation:
Currently, WhatsApp chat is available in the Leads and Contacts modules only. Need it elsewhere? No problem, just reach out to us at support@quickreply.ai, and we’ll make it happen.
Pairing Salesforce with QuickReply takes your customer communication to the next level. Whether you’re looking to streamline follow-ups or deliver personalized updates, here’s why this integration is a must-have for your business:
Messaging that is tailored and relevant
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QuickReply lets you craft tailored WhatsApp messages using customer data stored in Salesforce. Whether it’s an order update, a booking confirmation, or a special offer, every message feels personal and relevant.
Automatic lead creation
Never miss an opportunity! Any new chat initiated via WhatsApp automatically creates a lead in Salesforce, ensuring your pipeline is always up to date.
All-in-One Workflow
No more juggling between tools. Manage WhatsApp conversations directly within Salesforce. View leads, track message history, and send Meta-approved templates, all without leaving your dashboard.
Automation That Works for You
Set up automated WhatsApp messages for common scenarios like:
Real-Time Notifications
Stay in the loop with real-time updates! QuickReply ensures you’re always aware of:
You can even configure notification settings directly in QuickReply to align with your workflow.
Actionable Insights
For every message sent through QuickReply in Salesforce metrics like when it was sent, delivered, read, and engaged (reply/button click) are tracked and engagement reports can be generated and downloaded as an Excel Sheet.
What next? Filter out numbers who engaged, and send them a follow-up broadcast. This way all your date can be used to refine your campaigns and make every message count.
Expand Your Reach, Instantly
WhatsApp messages have a 98%Â Â open rate, making them ideal for connecting with your audience. QuickReply ensures you can reach customers wherever they are, without delays or missed opportunities.
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Business Updates
Keep customers in the loop with real-time notifications.
Meeting Reminders
Reduce no-shows by sending quick, friendly reminders.
Promotional Offers
Share time-sensitive deals that grab attention.
Automatic Lead Creation
Streamline new opportunities by converting incoming messages from WhatsApp or other channels into actionable Salesforce leads.
Customer Support
Respond to queries in a few clicks with QuickReply’s Meta-approved template messaging and WhatsApp chatbots.
QuickReply automates lead creation and enrichment from WhatsApp conversations, ensuring no opportunities are missed.. Here’s how it works:
Automatic Lead Creation
Any new chat initiated via WhatsApp, website widgets, Messenger, or Instagram instantly creates a new lead in Salesforce. This ensures no opportunities slip through the cracks.
Lead Enrichment
Gather essential customer data effortlessly. QuickReply ensures all relevant details from WhatsApp conversations are captured and synced with Salesforce, giving you richer, more actionable insights.
Scalable Conversations
Handle multiple leads simultaneously with automated workflows that engage customers while your team focuses on closing deals.
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Seamless integration between WhatsApp and Salesforce for unified workflows.
Automatic lead creation ensures no customer interaction is missed
Detailed insights into message delivery, engagement, and performance.
Faster, more personalized communication with real-time notifications.
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Juggling multiple tools and platforms to manage WhatsApp and Salesforce separately.
Manually updating lead data and risking missed opportunities.
Limited insights into WhatsApp message performance.
Slower response times, leading to lower customer satisfaction.
Installing QuickReply is a breeze. Use this link to add the app to your Salesforce account. Make sure to select “Install for All Users.” Once installed, follow the setup guide to integrate QuickReply with your workflows.
Currently, QuickReply supports WhatsApp messaging in the Leads and Contacts modules. If you need this functionality in other modules, feel free to contact us at support@quickreply.ai, and we’ll help you get set up.
QuickReply takes care of lead generation for you. Anytime a new chat is initiated through WhatsApp, Messenger, Instagram, or a website widget, a new lead is automatically created in Salesforce. This ensures no potential customer slips through the cracks.
You can send:
Template Messages: Pre-approved templates for greetings, notifications, and promotions.
Custom Messages: Tailored messages to leads or customers based on their Salesforce data.
Whether it’s an order update, an appointment reminder, or a promotional offer, QuickReply has you covered.
QuickReply keeps you informed with notifications for:
New chats created via WhatsApp or other channels.
Replies to ongoing conversations.
These updates are visible directly within Salesforce, so you’ll never miss a message.
Absolutely! QuickReply integrates with Salesforce analytics, allowing you to track:
Message delivery rates.
Customer responses.
Engagement trends.
Use these insights to refine your messaging strategy and achieve better results.
Yes! QuickReply is built to scale, whether you’re a startup or an enterprise. Its intuitive design and automation features save time and resources, making it a perfect fit for businesses of all sizes.
It's a splendid product. They are affordable and do special customisations too! We had some requirements involving QuickReply to cross-integrate with our internal softwares, and it was as smooth as butter. Basically, QR will make your Whatsapp Marketing Journey a pleasant experience. The team is super supportive, and they are always at their toes to get things done on time.Highly recommended for small/ growing businesses!
Yamini Beri
Growth & Digital Marketing
Quick Reply team understands the needs of ours and being helpful ! The customer service is great and Neha is doing a wonderful job, We are really impressed by Quick reply service. This tool really helps to connect with customers easily.We want you to know how much we appreciate your business. Thank you for providing the best possible service.
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Bharti
Marketing Manager
I was initially skeptical about Quick Reply, but I decided to give it a try for a month. I'm glad I did! The team is extremely helpful, and they make sure that you understand not only Quick Reply, but also all of the other processes on the website. They take the time to create an abandon cart flow that works best for your business. I've been using Quick Reply for four months now, and I would recommend it to any small or medium business. It's cost-effective and easy to use.
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Cindrella Renji
Founder @ BCOS Its Silver
The app's user-friendly interface and efficient features make communication a breeze. What really stood out, though, was the exceptional customer service. The app itself is a game-changer, streamlining the process of CTWA Ads and keeping conversations organized. Quickreply has become an integral part of my daily routine, and I highly recommend it to anyone looking for a reliable messaging solution.
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Dhiraj Jindal
Founder at Meadbery
“One of the finest product with a highly experienced team. They have a good team who understand needs very quickly and they are very fast in implementing. I would suggest if you have few employees and still want to make more numbers of customers interact with your brand, QuickReply.ai is the answer.”
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Gaurav Kumar
Head of E-commerce
“To every problem, they have a solution. We came with different use cases and problem statements. At every junction, they guided us either with their suite of features or customized them for our needs. They take customer service seriously ensuring great response time. I always receive response within few mins and account management is right up to my expectations”
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Deepak Aggarwal
Founder at Auric
“Just getting started. It's pretty good at creating decent responses. I've got it working on both a web site and Facebook. I'm also impressed by the tech support on-line. I asked a few newbie questions, they gave me the responses I needed to go forward. Well done, guys!.”
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Richard Berry
Marketing Manager
“If you’re looking for a WhatsApp marketing solution, we’d say QuickReply.ai is the solution you’re looking for! Their support team is extremely proactive as well, helping us understand the various features and capabilities of the platform and create a comprehensive WhatsApp marketing strategy
to reach our customers.”
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Karan Pahwa
Founder at The Pillow Company
“QuickReply.ai has enabled us to use WhatsApp marketing at scale for our promotions, cart recovery campaigns and customer engagement. The WhatsApp chatbots and automations have been very helpful in handling high volume queries and have reduced the manual intervention required to a major extent.”
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Anvita Rao
Head of Customer Relationship Manager
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