How to Automatically Create Leads from New Chats and Get Notifications in Salesforce
Step-by-Step Guide
Access Salesforce Integration in QuickReply
Log in to your QuickReply.ai account.
Navigate to the Integrations page and select Salesforce from the available options.
Connect Salesforce to QuickReply
Click on the Connect button next to Salesforce.
A popup window will appear requesting permission to allow QuickReply.ai to access your Salesforce account.
Grant Permissions & Connect
Review the required permissions in the popup and click on Allow/Accept.
After granting permissions, you will be redirected back to the QuickReply Salesforce integration page and status will show as connected.
What Happens Next?
Automatic Lead Creation
Any new chat initiated from WhatsApp, Website Widget, Messenger, or Instagram will automatically create a new lead in Salesforce.
Real-Time Notifications
You’ll receive notifications in Salesforce for:
New chats created.
Replies to existing chats.
Moreover, you can configure notification settings in QuickReply
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