Master Salesforce Digital Engagement with Automated WhatsApp Messaging
Manage chats, track customer activity, and respond faster, all from one integrated dashboard. Integrate WhatsApp with Salesforce Digital Engagement to create personalized, real-time, and scalable interactions that enhance customer experience and reduce support costs.
Why WhatsApp + Salesforce is the Future of Digital Engagement
Customers today demand instant, personalized, and seamless interactions across their preferred channels. Salesforce Digital Engagement bridges this gap, enabling businesses to connect with customers on platforms they already use, like WhatsApp. By integrating WhatsApp with Salesforce Digital Engagement, businesses can deliver real-time support, improve service efficiency, and create meaningful customer experiences—all from one centralized platform.
Instant Global Reach
With over 2 billion active users, WhatsApp lets you easily reach a wide audience, from international customers to local ones.
Improved Customer Experience
WhatsApp’s rich, interactive messaging capabilities (images, videos, links, etc.) create a more personal experience than traditional channels.
Reduced Operational Costs
WhatsApp’s free-to-use platform helps lower costs compared to traditional customer support methods like phone support or email.
Omnichannel Engagement
Manage customer interactions from all messaging channels through a single console to streamline workflows and improve agent productivity.
Setting Up WhatsApp in Salesforce Digital Engagement with QuickReply
Integrating WhatsApp chat into your Salesforce environment is seamless with QuickReply. Follow these simple steps to start messaging your leads and contacts without hassle:
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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Edit the Page Layout
Open any record, go to the Setup menu (top-right), and select Edit Page. Find the WhatsApp Chat component in the left panel and drag it to your preferred spot. Click Save and exit the editor—your setup is almost done!
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Log In and Start Chatting
Here’s how to start your first WhatsApp conversation:
- Open the WhatsApp Chat component on any lead or contact record.
- Log in to QuickReply using the OTP sent to your registered email.
- If there’s a prior chat with the lead, you can pick up where it left off.
- If it’s a new lead, send an approved WhatsApp template message to start the conversation.
Heads-Up!
WhatsApp chat is available for the Leads and Contacts modules. For other Salesforce modules, please reach out to support@quickreply.ai.
Maximize Salesforce Digital Engagement with WhatsApp: Tailored Use Cases for Every Team
QuickReply's integration with Salesforce unlocks a variety of use cases tailored to your team's needs:
Customer Support Teams
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Resolve issues in real-time through WhatsApp, integrated directly into your ticketing workflow.
Sales Teams
Follow up with leads via WhatsApp, ensuring every interaction is recorded and easily tracked within Salesforce.
Marketing Teams
Automate WhatsApp outreach campaigns, track customer responses, and drive engagement from within Salesforce.
E-commerce Brands
Send personalized updates on orders, shipping, and post-purchase follow-ups to build lasting customer relationships.
Messaging Considerations: What You Need to Know
Before diving into WhatsApp messaging, here are key considerations to ensure success:
Message Templates
Welcome messages, special offers, or reminders based on browsing behavior—all automated, but still personal.
Rich Media Support
WhatsApp supports rich media like images, videos, and documents. Be mindful of file size and optimal formats to ensure fast delivery.
Compliance
Ensure your messages comply with local regulations, especially for international communication.
Message Length & Frequency
Keep your messages concise and avoid overwhelming customers with frequent updates.
Data Privacy
Be transparent with customers about data usage. Salesforce helps maintain GDPR compliance and other privacy standards.
Best Practices for Engaging Customers on WhatsApp
QuickReply is the trusted solution for businesses seeking efficient, scalable, and secure WhatsApp messaging embedded directly within Salesforce.
Personalize Your Messaging
Leverage Salesforce’s customer data to send personalized messages that resonate with customer preferences, behaviors, and needs.
Respond Quickly and Efficiently
Automate responses for common queries but add a personal touch when necessary. Quick, relevant responses build customer satisfaction.
Use Rich Media to Enhance Engagement
Take advantage of WhatsApp’s rich media features to send engaging product images, tutorial videos, and customer service reminders.
Maintain Consistent Tone and Branding
Keep a consistent, friendly, and professional tone in all communications. A relatable, trustworthy brand voice strengthens customer relationships.
Why Choose QuickReply for WhatsApp in Salesforce Digital Engagement?
QuickReply is the trusted solution for businesses seeking efficient, scalable, and secure WhatsApp messaging embedded directly within Salesforce.
Simple, User-Friendly Interface
QuickReply is easy to use, ensuring a smooth adoption with minimal training.
Built for High-Volume Messaging
Whether handling hundreds or thousands of messages, QuickReply is built to scale with your business.
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Security & Compliance
QuickReply integrates with Salesforce while adhering to the highest security standards, keeping your data safe.
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24/7 Support
Our dedicated support team is always available to ensure your integration runs smoothly.
1000+ Successful Businesses Rely on QuickReply.ai
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Dhiraj Jindal
Founder at Meadbery
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.
Cindrella Renji
Founder @ BCOS Its Silver
I was initially skeptical about QuickReply, 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 QuickReply, but also all of the other processes on the website. They take the time to create an abandoned cart flow that works best for your business. I've been using QuickReply for months now, and I would recommend it to any small or medium business. It's cost-effective and easy to use.
Bharti
Marketing Manager
QuickReply 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 QuickReply's 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.
Yamini Beri
Growth & Digital Marketing
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!
Anvita Rao
Head of Customer Relationship Manager
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.
Karan Pahwa
Founder at The Pillow Company
“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.”
Richard Berry
Marketing Manager
“Just getting started. It's pretty good at creating responses. I've got it working on both a website 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!.”
Gaurav Kumar
Head of E-commerce
“One of the finest products 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.”
Deepak Aggarwal
Founder at Auric
“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”
Dhiraj Jindal
Founder at Meadbery
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.
Cindrella Renji
Founder @ BCOS Its Silver
I was initially skeptical about QuickReply, 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 QuickReply, but also all of the other processes on the website. They take the time to create an abandoned cart flow that works best for your business. I've been using QuickReply for months now, and I would recommend it to any small or medium business. It's cost-effective and easy to use.
Bharti
Marketing Manager
QuickReply 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 QuickReply's 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.
Yamini Beri
Growth & Digital Marketing
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!
Anvita Rao
Head of Customer Relationship Manager
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.
Karan Pahwa
Founder at The Pillow Company
“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.”
Richard Berry
Marketing Manager
“Just getting started. It's pretty good at creating responses. I've got it working on both a website 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!.”
Gaurav Kumar
Head of E-commerce
“One of the finest products 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.”
Deepak Aggarwal
Founder at Auric
“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”
Dhiraj Jindal
Founder at Meadbery
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.
Cindrella Renji
Founder @ BCOS Its Silver
I was initially skeptical about QuickReply, 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 QuickReply, but also all of the other processes on the website. They take the time to create an abandoned cart flow that works best for your business. I've been using QuickReply for months now, and I would recommend it to any small or medium business. It's cost-effective and easy to use.
Bharti
Marketing Manager
QuickReply 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 QuickReply's 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.
Yamini Beri
Growth & Digital Marketing
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!
Anvita Rao
Head of Customer Relationship Manager
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.
Karan Pahwa
Founder at The Pillow Company
“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.”
Richard Berry
Marketing Manager
“Just getting started. It's pretty good at creating responses. I've got it working on both a website 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!.”
Gaurav Kumar
Head of E-commerce
“One of the finest products 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.”
Deepak Aggarwal
Founder at Auric
“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”
Dhiraj Jindal
Founder at Meadbery
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.
Cindrella Renji
Founder @ BCOS Its Silver
I was initially skeptical about QuickReply, 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 QuickReply, but also all of the other processes on the website. They take the time to create an abandoned cart flow that works best for your business. I've been using QuickReply for months now, and I would recommend it to any small or medium business. It's cost-effective and easy to use.
Bharti
Marketing Manager
QuickReply 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 QuickReply's 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.
Yamini Beri
Growth & Digital Marketing
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!
Anvita Rao
Head of Customer Relationship Manager
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.
Karan Pahwa
Founder at The Pillow Company
“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.”
Richard Berry
Marketing Manager
“Just getting started. It's pretty good at creating responses. I've got it working on both a website 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!.”
Gaurav Kumar
Head of E-commerce
“One of the finest products 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.”
Deepak Aggarwal
Founder at Auric
“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”
1000+ FRIENDS USE QUICKREPLY FOR RICHER MESSAGING
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