extension ExtPose

Whatslly - Connecting WhatsApp & Salesforce

Description from extension meta

Connect WhatsApp & Salesforce to create leads, view contact details and record chats.

Image from store Whatslly - Connecting WhatsApp & Salesforce
Description from store Whatslly connects between WhatsApp & Salesforce and turns WhatsApp into a 1:1 Customer Relationship Channel. It enables Sales, Customer Service and Support teams to communicate with customers on the most popular communication channel in the world - WhatsApp. Agents can review contacts' data, instantly create new leads and record chats with people as activities or cases in Salesforce, directly from the WhatsApp web app. Watch this Getting Started video: http://bit.ly/whatslly-getting-started Contact us to learn more about additional solutions we provide in this space. Key Features ------------- ✓✓ 1-Click to send WhatsApp message from Salesforce (!!) - click the Whatslly icon next to phone numbers to start a new chat ✓✓ Start new WhatsApp chats with people that are not contacts in your phone ✓✓ Integrates effortlessly between WhatsApp & Salesforce ✓✓ Fields customization (lead, contact, account, activity, task and case) ✓✓ Supports Salesforce's Standard and Lightning versions ✓✓ Supports WhatsApp Classic and Business (web app) ✓✓ 20 seconds installation ✓✓ Salesforce custom domain or sandbox implementation ✓✓ Add new people to mobile contacts list - For all WhatsApp contacts (including anonymous and known people): ✓ Search on LinkedIn ✓ Search on Facebook ✓ Search on Google ✓ Chat on Messenger ✓ Send an email ✓ Schedule a meeting ✓ Add new people to mobile contacts list - For Unknown: ✓ Add to mobile contacts list ✓ Create new leads or contacts (automatically captures known contact details from WhatsApp) ✓ Start new chats with people event if they are not your mobile contacts - For Leads: ✓ View lead data in WhatsApp ✓ View recent activities and open tasks ✓ Click to view lead in Salesforce ✓ View company data in WhatsApp ✓ Log chat as an activity in Salesforce ✓ Upload files as activity attachments ✓ Log chat as a task in Salesforce ✓ Upload files as task attachments ✓ Send an email (using default app, only leads/contacts with email) ✓ Call (using default app) ✓ Set a meeting with Google Calendar (only leads with email) ✓ Navigate with Google Maps (only leads with address) - For Contacts: ✓ View contact data in WhatsApp ✓ View recent activities and open tasks ✓ Click to view contact in Salesforce ✓ Log chat as an activity in Salesforce ✓ Upload files as activity attachments ✓ Log chat as a task in Salesforce ✓ Upload files as task attachments ✓ Submit chat as a case in Salesforce ✓ Upload files as case attachments ✓ Send an email (using default app, only contacts with email) ✓ Call (using default app) ✓ Set a meeting with Google Calendar (only contacts with email) ✓ Navigate with Google Maps (only contacts with address) For Accounts: ✓ View account data in WhatsApp ✓ Click to view account in Salesforce ✓ View open/closed opportunities - Salesforce User: ✓ View Salesforce user's details ✓ View Salesforce user's manager details Whatslly doesn't do: ✗ Bulk messaging ✗ Auto-responses or any type of automated engagement (i.e chatbot) ✗ WhatsApp calls using desktop ✗ Messaging through a single number Fees ----- Free 14-day trial - no credit card required! See all our subscription options on: https://whatslly.com/pricing/ Contact us for other multi-user subscription options Permissions & Privacy ---------------------- Once you install the Extension we request the following permissions: • "storage" - Allows us to store, retrieve, and track changes to user data. We use it to store your settings and user info. • "activeTab" - Allows us a temporary access to the currently active tab when the user invokes the extension. We use this to operate almost everything Whatslly enables you to do. We only use this permission on the specific and relevant websites. • For the authentication and validation process we are capturing and storing your Salesforce user information (no password or API keys), WhatsApp user ID and phone number. • You will be asked to connect with your Salesforce user • You will be asked to provide your Salesforce username (no passwords!) for login validation • WE DO NOT STORE ANY OF YOUR LEADS/PROSPECTS/CONTACTS/CUSTOMERS DATA See our Privacy Policy (https://whatslly.com/privacy-policy/) and terms of use (https://whatslly.com/service-terms-and-conditions/) For any questions/concerns, please don't hesitate to contact us at [email protected] Our happy customers say: ------------------------------- Andrew S ★★★★★ Whatslly is just what we needed for our sales team! There's nothing quite like it and it saves so much time. Great app, would highly recommend! Jonny K ★★★★★ WOW! Awesome tool allowing all of our agents to connect with customers. This is what I am talking about! Rachel S ★★★★★ The perfect formula for customer service in Retails. Ben R ★★★★★ Amazing tool for sales and customer service teams! Yovel A ★★★★★ Very Helpful. Great tool. LEGAL ------ Whatslly is an independent solution developed by Overstack Ltd and has no relationship to WhatsApp™, Facebook™ or Salesforce™.

Latest reviews

  • (2020-01-07) Christian Camilleri: Great simple tool to link Whatsapp to our Salesforce platform!
  • (2019-11-17) Yonatan Langer: A simple solution to connect Whatsapp and Salesforce. Very helpful in day to day work, and easily adjustable. We are very happy that we found this solution and immediately implemented it. Thank you!
  • (2019-10-22) Andrew Stewart: Whatslly is just what we needed for our sales team! There's nothing quite like it and it saves so much time. Great app, would highly recommend!
  • (2019-07-30) Sudhakar Pandey: 100% time saver, one of the easiest way to connect & sync salesforce & whatsapp chat data.
  • (2019-07-15) Jonny Katz: WOW! Thank you, awesome tool allowing all of our agents to connect with customers. This is what I am talking about!
  • (2019-07-09) Fernando Ariel Quintela: I've been looking for an app that allow us to integrate Salesforce with Whatsapp for a long time. Whatslly allow to save lot of time and errors. It's simple to use and very effective.
  • (2019-07-02) Yovel Argov: Very Helpful. Great tool.
  • (2019-06-13) Ben Robino: Amazing tool for sales and customer service teams!

Latest issues

  • (2019-07-03, v:0.2.1) Jeff Krakowski: I received a card at the Tel Aviv expo for free lifetime use -how do i use this?
    I received a card at the Tel Aviv expo for free lifetime use -how do i use this for myself or my company?

Statistics

Installs
263
Category
Rating
5.0 (9 votes)
Last update / version
2019-12-19 / 2.11.3
Listing languages
en

Links