Send WhatsApp, RCS, and SMS messages the moment something changes in Salesforce- a new lead assignment, an opportunity stage change, a case update- without manually exporting a list or leaving your CRM. Pre-built support for Salesforce, including Financial Services Cloud and Nonprofit Cloud.
Trusted by 10,000+ businesses across India
Trusted by 10,000+ businesses across India
From connecting your org to a customer reply landing back on the record- here's exactly what happens.
We connect to your Sales Cloud, Service Cloud, Financial Services Cloud, or Nonprofit Cloud org- no custom middleware required on your side.
Phone number, email, lead stage, opportunity stage, and case status fields are mapped to message templates and variables.
New lead created, opportunity stage change, case update, enquiry created, or any other Salesforce workflow or Flow event- you decide what fires a message.
The moment a trigger fires, a WhatsApp, RCS, or SMS message sends using the channel and template configured for that event- no manual export required.
Customer replies, delivery status, and read receipts are logged back into Salesforce as an activity or task against the record.
WhatsApp Business API gives your sales and support teams two-way conversational messaging triggered directly from a Salesforce lead, opportunity, or case record- lead follow-up, quote sharing, and case resolution, with buttons and rich media instead of a plain text export.
RCS Business Messaging turns an opportunity stage change or case status update into a native, verified rich card with your business branding- with automatic SMS fallback for devices or networks that don't support RCS, so a status update still reaches the customer.
Bulk SMS runs on a DND-exempt transactional route for the alerts that must reach every customer regardless of app or data connectivity- OTPs, payment reminders, and status updates triggered straight from a Salesforce workflow.
Every use case below is triggered by an event already happening inside Salesforce- no separate campaign tool required.
A standard API integration between Salesforce and Get Click Media supports sub-minute automated WhatsApp, RCS, or SMS responses to a new lead or enquiry the moment it's created.
When a deal moves to a new stage in Salesforce, an automatic message notifies the sales rep, the customer, or both- no manual status update needed.
Customers get an automatic WhatsApp, RCS, or SMS update whenever a support case's status changes in Salesforce Service Cloud.
BFSI businesses on Salesforce Financial Services Cloud can trigger loan application status or insurance policy update messages directly from the record.
Get Click Media integrates with Salesforce Nonprofit Cloud to enable automated donor and volunteer communication without disrupting existing fundraising workflows.
When a lead is assigned to a rep in Salesforce, an automatic WhatsApp or SMS notification alerts them immediately, so follow-up starts without waiting on a dashboard refresh.
We have a pre-built integration with Salesforce, including explicit support for Financial Services Cloud, so BFSI businesses don't need custom development to get started.
WhatsApp, RCS, and SMS all connect through the same Salesforce integration- one setup, one set of trigger events, one dashboard, instead of three separate vendor relationships.
Every message sent, delivered, read, or replied to is logged back into Salesforce as an activity against the lead, contact, opportunity, or case record.
TRAI DLT registration for SMS, Meta template approval for WhatsApp, and Google RCS brand verification are all managed as part of onboarding- no separate compliance track per channel.
Talk to our team about connecting your Salesforce org- including Financial Services Cloud or Nonprofit Cloud- to WhatsApp, RCS, and SMS.
Big or small, we power communication for all- talk to us today.
It's pre-built. We have pre-built integrations with Salesforce (including Financial Services Cloud), HubSpot, Zoho CRM, Freshdesk, LeadSquared, and Sell.do. Shopify and WooCommerce have native plugins. For any other platform, we provide a fully documented REST API with SDKs for Node.js, Python, PHP, and Java.
Automate customer communication from your CRM- pre-built support for Salesforce, including Financial Services Cloud and Nonprofit Cloud.
