AI-Powered WhatsApp Messaging Built for Smarter Customer Engagement
Connect WhatsApp with Salesforce and manage customer conversations, automate engagement, and empower your teams with AI-powered messaging from one unified platform.
Hi, any update on my replacement order?
Hi Daniel 👋 Your replacement shipped today. Tracking: GX-2291. Arrives Friday.AI reply · from case record
Great. Can I change the delivery address?
Connecting you to Priya from our service team now — she has your full history.Handed over to agent
WhatsApp Messaging for Salesforce: Connect, Automate & Engage
Bring WhatsApp conversations directly into Salesforce and give your sales, service and marketing teams a unified way to communicate with customers. Send messages, receive replies, automate workflows and maintain conversation context without switching between platforms.
WhatsApp runs alongside SMS and WebChat in GirikSMS, the Salesforce SMS app, so every channel shares the same inbox, the same records and the same automation.
Scan the QR code or WhatsApp 'GIRIK' to +1 (502) 804-2513 & take your first step toward better engagement!
Why Traditional WhatsApp Communication Falls Short
Disconnected messaging tools can make it harder for teams to maintain customer context, respond quickly and automate engagement.
Fragmented Conversations
Customer conversations can become scattered across WhatsApp, CRM records and other communication tools.
01Manual Responses
Teams spend valuable time responding to repetitive questions and creating similar WhatsApp messages.
02Limited Personalization
Generic messages may fail to use customer information, Salesforce records and previous conversation context.
03Missed Follow-Ups
Without automated workflows, important reminders, updates and follow-ups can be difficult to manage consistently.
04Limited Visibility
Teams need a clear view of customer interactions to understand conversations and take the right next action.
05Scaling Communication
Managing high-volume customer communication manually can create additional workload for sales and service teams.
06Powerful WhatsApp Features for Salesforce
Connect WhatsApp conversations with Salesforce data, automation and AI to create faster and more personalized customer experiences.
Two-Way WhatsApp Messaging
Send and receive WhatsApp messages directly from Salesforce while keeping customer conversations connected to CRM records.
Real-Time ConversationsAI-Powered Replies
Help teams create personalized responses, summarize conversations and handle routine customer questions with AI assistance.
AI AssistanceWhatsApp Automation
Automate notifications, follow-ups, reminders and customer communication using Salesforce workflows.
Workflow AutomationAI to Human Handover
Allow AI to handle routine conversations while enabling human agents to take over when personal assistance is required.
Human SupportCampaign Messaging
Reach targeted customer groups with structured WhatsApp communication and personalized messaging campaigns.
Customer OutreachSalesforce Visibility
Keep customer messaging connected with CRM information so teams can understand conversations and act with better context.
CRM ConnectedWhy Salesforce Teams Use GirikSMS WhatsApp
Bring customer messaging, Salesforce data and automation together in one communication experience.
WhatsApp Conversations
Manage customer conversations without leaving your Salesforce environment.
AI-Powered Engagement
Use AI capabilities to assist teams with responses and customer conversations.
Faster Automation
Automate repetitive WhatsApp communication using CRM workflows.
Connected Customer Journey
Keep customer conversations and CRM context connected across the engagement lifecycle.
Human Handover
Move conversations from automated assistance to human agents when needed.
Scalable Communication
Build messaging workflows that support growing customer communication requirements.
WhatsApp Use Cases for Every Team
Use WhatsApp messaging across sales, customer service, marketing and customer engagement.
Sales
Engage prospects quickly and maintain personalized communication throughout the sales journey.
- Lead follow-ups
- Appointment reminders
- Sales notifications
- Customer engagement
Customer Service
Keep customers informed with timely service updates and responsive WhatsApp communication.
- Case updates
- Service notifications
- Ticket confirmations
- Escalations
Marketing
Create targeted communication campaigns and strengthen customer engagement through WhatsApp.
- Campaign messaging
- Event reminders
- Promotional communication
- Customer engagement
Lead Engagement
Connect website visitors and leads with WhatsApp conversations and Salesforce customer records.
- Lead capture
- Real-time engagement
- Automated responses
- Appointment booking
Get Started With WhatsApp Messaging
Connect Your WhatsApp
Connect your WhatsApp communication environment with Salesforce and configure the required messaging setup.
Start Conversations
Send and receive WhatsApp messages from customer, lead, case and other Salesforce records.
Automate & Track
Create workflows, automate customer communication and monitor conversations from your Salesforce environment.
A More Connected Approach to WhatsApp Messaging
Connect conversations, customer data and automation in one Salesforce-focused messaging experience.
| Capability | GirikSMS WhatsApp | Traditional Messaging Tools |
|---|---|---|
| Salesforce connection | ✓ CRM-connected | Varies by implementation |
| Two-way WhatsApp messaging | ✓ | Depends on platform |
| AI assistance | ✓ | Varies |
| Workflow automation | ✓ | May require additional configuration |
| Human handover | ✓ | Depends on solution |
| Customer context | Salesforce-connected | May be distributed across systems |
| Messaging visibility | Centralized | Depends on platform |
Why Teams Choose GirikSMS
A Salesforce-focused messaging platform designed to simplify customer communication and automate engagement.
Salesforce Connected
Keep messaging and customer information connected with your CRM environment.
AI Technology
Use AI capabilities to assist conversations and support more efficient customer engagement.
Multichannel Ready
Build a broader communication strategy around WhatsApp, SMS and other supported channels.
Automation
Automate repetitive communication, notifications, reminders and follow-ups.
Human Handover
Enable teams to take over conversations whenever human support is required.
No-Code Workflows
Build messaging processes using your existing Salesforce automation capabilities.
WhatsApp is one channel of GirikSMS. See the full AI messaging app for Salesforce or the GirikSMS overview.
Frequently Asked Questions
Yes. A WhatsApp messaging solution connected with Salesforce can allow teams to send and receive customer messages while keeping communication associated with CRM records.
WhatsApp conversations can be connected to relevant Salesforce records depending on the configured integration and messaging architecture.
GirikSMS is designed around Salesforce messaging automation, allowing businesses to build automated communication workflows for supported messaging use cases.
AI can assist with routine customer conversations, response generation and other configured messaging workflows, with human agents available for conversations that require them.
Yes. A messaging workflow can be configured to transition conversations from automated assistance to a human agent when human intervention is required.
WhatsApp can be used for customer engagement scenarios such as lead follow-ups, notifications, reminders, service updates, customer support and other communication workflows.
Talk with our team about your WhatsApp messaging and Salesforce requirements.
Transform Customer Engagement With WhatsApp
Bring WhatsApp conversations, Salesforce data and AI-powered automation together in one powerful customer messaging experience.