CSIC SERVICES
Growth Technical Agency
Growth Audit
All Salesforce Integrations
WhatsApp & SMS Automation

Reach Every Customer.
Instantly, Automatically.

We connect WhatsApp and SMS directly to your Salesforce workflows — automated reminders, transactional alerts, and two-way conversations logged straight to the Contact timeline.

MESSAGE DELIVERY LOG
  • Appointment Reminder Sent DELIVERED
  • Invoice Notification READ
  • Live Chat Handoff AGENT NOTIFIED

Messaging Built Into the Workflow

No separate messaging app to check. Every conversation lives on the Contact or Case record it belongs to.

Automated Triggers

Appointment reminders, payment alerts, and status updates fire automatically from your existing Salesforce flows — no extra clicks for your team.

Two-Way Conversations

Inbound replies are logged to the Contact timeline in real time, so any rep can pick up a conversation with full context.

Compliance-Ready Messaging

Opt-in and opt-out status is tracked per contact, keeping every outbound message aligned with consent requirements.

How It Works

From Trigger to Two-Way Conversation

We build the messaging layer directly on top of your existing Salesforce flows and automation — nothing new for your team to learn.

Every message sent and received becomes part of the permanent record, visible to whoever picks up the account next.

Integration Flow

1

A Flow Fires the Trigger

An appointment, invoice, or status change in Salesforce kicks off the message.

2

Message Sent via WhatsApp or SMS

The customer receives it on the channel they actually check.

3

Reply Logged Automatically

Any response is attached to the Contact or Case timeline, no manual copy-paste.

Schedule Your
Messaging Integration Audit

We'll map your current notification and messaging workflow and show you where automation removes the manual steps. Absolute zero obligation.

Direct On-Shore Architecture Specialist Consultation