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Cooby: WhatsApp Integration with Salesforce
Salesforce Integration with WhatsApp for Better Message Tracking
Overview
Cooby empowers your sales team with seamless Salesforce WhatsApp integration. Enhance your team's visibility, monitor their message activities and effectively learn from actionable sales reports, while maintaining legal compliance with message tracking.
See How Cooby: WhatsApp Integration with Salesforce Works
Embed WhatsApp into Salesforce - Automatically sync all your WhatsApp exchanges into Salesforce - Just added! - Easily search and filter any past WhatsApp conversations on Salesforce - Import and export large number of WhatsApp contacts
Integrate a “mini Salesforce” into your WhatsApp - Organize your WhatsApp inbox into customized tabs - Build message templates and broadcast to multiple chats - Manage tasks and view opportunities directly from WhatsApp - Create Salesforce contacts
Increase your team’s visibility and tracking while staying compliant - We prioritize customer data privacy by strictly adhering to SOC 2 Type II standards. - Backup all hard-earned contacts - Gain insights on your team's performance through reports
Cooby was crafted with the goal of seamlessly integrating WhatsApp into multiple CRM systems (e.g. Salesforce). We stand out as the unique solution for sales teams to engage in and sustain conversations where customers are readily accessible and feel most at ease: WhatsApp. Cooby revolutionizes CRM by eliminating blind spots and providing invaluable visibility into sales agents' WhatsApp exchanges. Boost productivity by effortlessly organizing your WhatsApp inbox to attain Inbox zero. Expand your communication reach by broadcasting to multiple chats simultaneously, crafting personalized message templates, and managing contacts efficiently through extensive import and export functionalities. With Cooby, rest assured all your WhatsApp communications are recorded to comply with laws. We proudly uphold SOC 2 Type 2 compliance, ensuring integrity and meeting regulatory standards.
Categories
- Business Needs
- SalesCustomer ServiceIT & Administration
- Personas
- Business Operations ManagerSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
