Trigger Messaging Directly From Salesforce Records & Workflows
Send WhatsApp, RCS, and SMS messages the moment something changes in Salesforce, such as a new lead assignment, an opportunity stage change, or a case update. No manual list exports, no 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
How the Salesforce Integration Works
From connecting your org to a customer reply landing back on the record- here's exactly what happens.
Connect your Salesforce org
We connect to your Sales Cloud, Service Cloud, Financial Services Cloud, or Nonprofit Cloud org- no custom middleware required on your side.
Map lead, contact, and case fields
Phone number, email, lead stage, opportunity stage, and case status fields are mapped to message templates and variables.
Define trigger events
New lead created, opportunity stage change, case update, enquiry created, or any other Salesforce workflow or Flow event- you decide what fires a message.
Messages send automatically
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.
Replies and engagement log back into Salesforce
Customer replies, delivery status, and read receipts are logged back into Salesforce as an activity or task against the record.
WhatsApp, for Rich Sales & Support Conversations
WhatsApp Business API gives your sales and support teams two-way conversational messaging triggered directly from a Salesforce lead, opportunity, or case record. That covers lead follow-up, quote sharing, and case resolution, with buttons and rich media instead of a plain text export.
RCS, for Verified Branded Case & Deal Update Cards
RCS Business Messaging turns an opportunity stage change or case status update into a native, verified rich card with your business branding. It includes automatic SMS fallback for devices or networks that don't support RCS, so a status update still reaches the customer.
SMS, for Guaranteed-Delivery Transactional Alerts
Bulk SMS runs on a DND-exempt transactional route for the alerts that must reach every customer regardless of app or data connectivity. This covers OTPs, payment reminders, and status updates triggered straight from a Salesforce workflow.
What You Can Automate From Salesforce
Every use case below is triggered by an event already happening inside Salesforce- no separate campaign tool required.
Sub-Minute Response to New Leads
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.
Opportunity Stage Change Notifications
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.
Case & Ticket Status Updates
Customers get an automatic WhatsApp, RCS, or SMS update whenever a support case's status changes in Salesforce Service Cloud.
Financial Services Cloud: Loan & Policy Status Updates
BFSI businesses on Salesforce Financial Services Cloud can trigger loan application status or insurance policy update messages directly from the record.
Nonprofit Cloud: Donor & Volunteer Communication
Get Click Media integrates with Salesforce Nonprofit Cloud to enable automated donor and volunteer communication without disrupting existing fundraising workflows.
Lead Assignment Alerts to Sales Reps
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.
Why Get Click Media for Salesforce
Pre-Built Integration- Including Financial Services Cloud
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.
All Three Channels From One Integration
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.
Activity Logged Back to Salesforce Automatically
Every message sent, delivered, read, or replied to is logged back into Salesforce as an activity against the lead, contact, opportunity, or case record.
DLT, Meta & Google Compliance Handled
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.
Ready to trigger messaging straight from Salesforce?
Talk to our team about connecting your Salesforce org- including Financial Services Cloud or Nonprofit Cloud- to WhatsApp, RCS, and SMS.
One message could
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Big or small, we power communication for all- talk to us today.
Questions About the Salesforce Integration
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.
Yes. Our pre-built Salesforce integration explicitly supports Financial Services Cloud, so BFSI businesses can trigger loan application status and insurance policy update messages directly from FSC records.
Yes. Get Click Media integrates with Salesforce Nonprofit Cloud, enabling automated donor and volunteer communication across WhatsApp, RCS, and SMS without disrupting existing fundraising workflows.
Sub-minute automated responses to a new lead or enquiry are achievable with a standard API integration. The message sends the moment the Salesforce trigger fires, without anyone needing to manually export or action the record.
Yes. Message delivery status, read receipts, and customer replies across WhatsApp, RCS, and SMS are logged back into Salesforce as an activity or task against the relevant lead, contact, opportunity, or case record.
Get Click Media can route a message to WhatsApp, RCS, or SMS as the primary channel, with SMS as an automatic fallback if the first channel doesn't confirm delivery. This way, a Salesforce-triggered update still reaches the customer even if one channel doesn't land.
Integration setup typically takes 5-7 business days once your WhatsApp, RCS, or SMS onboarding is complete- covering org connection, field mapping, and trigger configuration.
Connect Salesforce to WhatsApp, RCS & SMS
Automate customer communication from your CRM- pre-built support for Salesforce, including Financial Services Cloud and Nonprofit Cloud.