extension ExtPose

tuvis for WhatsApp and Salesforce

CRX id


Description from extension meta

A Salesforce AppExchange Partner, create leads, view contact details and copy chats into Salesforce.

Image from store tuvis for WhatsApp and Salesforce
Description from store tuvis™ for Personal or Business WhatsApp & Salesforce CRM. - - - An official Salesforce AppExchange partner - - - https://share.tuvis.com/apex Tuvis helps companies to improve engagement with their clients on Direct-to-Customer WhatsApp chats and significantly boosts customer-facing teams’ productivity. With Tuvis, sales teams can create leads/contacts, view known customer details in real-time and log their chats as activities, tasks and cases in Salesforce with just one click without ever leaving the WhatsApp Web screen. Tuvis works on the browser version of WhatsApp (the Web App) and enables Sales, Customer Service and Support teams to communicate with customers while automatically syncing the chats into Salesforce. To learn more we recommend you to watch this short demo video: https://youtu.be/PFRAJDMUkvE Key Features ------------- ✓✓ 20 seconds installation ✓✓ Automatic chat syncing ✓✓ Integrates effortlessly between WhatsApp & Salesforce ✓✓ 1-Click to WhatsApp Chat - to start a new chat simply click the Tuvis Chat Now button showing up when hovering phone numbers in Salesforce. ✓✓ Supports Salesforce's Standard and Lightning versions ✓✓ Supports WhatsApp Classic and Business (web app) ✓✓ Fields customization ✓✓ Support Salesforce custom domain or sandbox implementation ✓✓ Add new people to mobile contacts list ✓✓ Dynamic message templates ✓✓ Send WhatsApp chat via emails ✓✓ Fields customization Additional Features: ------------------------ ✓ View known lead/contact data in real-time ✓ Review related activities, tasks, cases and opportunities (opportunity bar will show for contacts) ✓ Log chats and media files as an activity/task/case ✓ Auto Sync chats and media files ✓ Upload chat files as attachments ✓ Send an email ✓ Set a meeting with Google Calendar or MS Outlook-(Coming Soon) ✓ Navigate with Google Maps ✓ Create new leads or contacts ✓ Schedule a meeting ✓ Add new people to the mobile contacts list ✓ Search on LinkedIn ✓ Search on Facebook ✓ Search on Google ✓ Chat on Messenger ✓ Schedule and launch instant Google Meet, Zoom or Microsoft Teams video calls ✓ Group your conversations on WhatsApp using filters Marketplace: Tuvis partners with top brands to enrich agents experience and efficiency ------------------------ Tuvis <> Zoom Tuvis <> Microsoft Teams Tuvis <> Google Meet Tuvis doesn't do: ------------------------ ✗ Any type of bulk/automated messaging ✗ Auto-responses or any type of automated engagement (i.e chatbot) ✗ WhatsApp calls using desktop ✗ Messaging through a single (company) number We're completely following WhatsApp's terms of use (see: https://www.WhatsApp.com/legal/)! Fees ----- 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 temporary access to the currently active tab when the user invokes the extension. We use this to operate almost everything Tuvis enables you to do. We only use this permission on 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://tuvis.com/privacy-policy/) and terms of use (https://tuvis.com/terms-conditions/) For any questions/concerns, please don't hesitate to contact us at [email protected] or book a demo at https://tuvis.com/demo/ Our happy customers say: https://www.capterra.es/software/1020156/whatslly ------------------------------- The most updated feedback! LEGAL ------ Tuvis is an independent solution developed by Tuvis Solutions Ltd, an official Salesforce AppExchange partner and has no relationship to WhatsApp™ or Meta™. tuvis is not related in any shape or form with TÜV

Latest reviews

  • (2021-09-22) Paola Rodriguez: Me gusto mucho, es una herramienta muy practica y creo muy completa con la vinculación a WhatsApp-Salesforce, ahora tiempo, es practico y en vivo.
  • (2021-06-09) Bruno Zilberberg: Very self-explanatory product. I was up and running in seconds and everything is very clear and easy to use.
  • (2021-03-24) Whatslly it's an amazing tool that allow our sales team to optimize resources directly syncing chats and data from the conversations with clients to Salesforce. It is a time saver and a very useful tool on our day to day rutine.
  • (2021-03-24) Vicente Silva Berrios: Very helpful in making my work more efficient. Also very user-friendly and it's really easy to setup in your browser.
  • (2021-03-24) Shiraz Ali: Whatslly has helped me save a lot of time, which was consumed by putting in all the details of my chat with the clients one by one. Whatslly has made it so easy for me to login my conversations and updates about the deals.
  • (2021-03-17) Harry Kam: Whatslly is extremely useful and it is the exact tool that we are looking for - conveniently logging an activity with chat history saves so much time from our sales team and at the same time, improve our activity tracking. Highly recommended tool if you need a tool to "integrate" your Salesforce with Whatslly.
  • (2021-03-10) Daniel Felipe Ortiz: Excellent tool for a quick link with SFDC. Some thing I'm excited for is the roll out is for us to be able to change stages within Whatsapp and have it reflected on SFDC!
  • (2021-03-04) Diego taliateli: The tool has helped the team a lot. Only a few improvements need to be made, such as showing only the status that are configured in the record type of the object.
  • (2021-03-03) Catalina Moncada: it's a great tool for sales teams to log their activities directly from whatsapp to salesforce. there are a lot of improvements that would be great to have that would make it the best software for sales reps
  • (2021-03-03) Diana Sánchez: So useful for the sales team. Connecting Whatsapp and Salesforce save a lot of time in tracking accounts. Helpful and easy tool!
  • (2021-02-17) Tatiana Cevallos: Excelente! La usamos conectada con Salesforce, es una app super eficiente.
  • (2021-01-26) Luis Alberto Beltran Santamaria: This is a an awesome tool! I use WhatsApp on a daily basis to engage with my potential customers. The interaction process is simply amazing and very easy! I truly recommend this tool for everyone!
  • (2021-01-20) Manuel López García: Even if there is a few things that Wahtslly its working to improve, I higlhy recommend the experience if you want a WhatsApp extension fast syncronized with Salesforce. Totally worth it.
  • (2021-01-20) Teresa Miñambres: Whatslly saves me a ton of time in my daily work, everything I do is just one click away from the WhatsApp chat. Also, The option to copy the chat from WhatsApp into Salesforce in 1 click is amazing
  • (2021-01-20) Victor Jesús Suárez Blanco: The option to copy the chat from WhatsApp into Salesforce in 1 click is amazing. It saves so much time on copy-pasting messages.
  • (2021-01-20) Alexis Atienza: I seriously don't understand how can anyone chat with customers on WhatsApp without having Whatslly! This solution includes everything agents need to do their work faster and much more efficient. THANK YOU WHATSLLY!!
  • (2020-12-21) Ornela Agostino: Engage with our leads with WhatsApp is very important, Whatslly is the perfect tool to do that. I highly recommend this integration. Is easy, intuitive, and friendly to use. The Whatslly team is super responsive and active for any doubts and questions. We are extending little by little the use of this tool in our whole org. Thank you!
  • (2020-12-11) Bernardo Birman: When WhatApp and SalesForce are the greatest and most used platforms in their areas, a solution like Whatslly is exactly what every sales team need. Couldn't be more satisfied and surprised with its simplicity and performance. Only takes one click to copy a conversation in whatsapp to salesforce, and that is only one of the features. Highly recommend.
  • (2020-12-02) Manuel Dillenberger: Great solution! Takes only a few seconds to implement and doesn't require any API or custom development.
  • (2020-11-12) Perla Barrios: Whatslly nos ahorra mucho tiempo en el trabajo diario; la facilidad para sincronizar las conversaciones con mis clientes es muy eficiente y así no pierdo ningún detalle; al momento de dar seguimiento tengo organizada toda la información en un solo lugar.
  • (2020-11-11) Pedro Baltazar: I would highly recommend this tool! Everybody knows that WhatsApp is an amazing sales tool and Whatslly is a great way to easily integrate WhatsApp to your Salesforce.
  • (2020-11-11) Julio Alvarez: Great Product - Surpassed my Expectations Overall, I was expecting a connector that truly did not work. I was very pleasantly surprised. It does a great job of capturing WhatsApp texts and letting you select the customer to capture it in SFDC. And that alone was worth gold. It also lets you add a Mobile/WhatsApp contact to SFDC. Also, you can WhatsApp a contact directly from SFDC and add it to WhatsApp. The functionality and design are great and the application does what it says it will do with some minor bugs. That's why it gets a four because of some minor bugs - and they are minor. In summary, the bugs are minor and I love using it. I recommended this to my entire organization. I highly recommend this app to capture WhatsApp convo into FB and to add your SFDC contacts into WhatsApp.
  • (2020-10-26) North Property Group: Very helpful support from Yanir and his team
  • (2020-10-15) Martin Mendoza: Great tool! Super Helpful and easy to use! Thanks!!!
  • (2020-10-14) Great tool! thanks!!
  • (2020-02-11) Cinthya Ochoa: Excelente herramienta! Muy práctica
  • (2020-02-11) Viridiana Bracamontes: amazing!
  • (2020-02-11) Valentina Restrepo: Herramienta muy útil y práctica. La recomiendo!
  • (2020-02-11) Nicole Fernandes: Excelente herramienta!!
  • (2020-02-10) Nicolas Bucchi: Great tool for our Customer Experience Team! Super easy settings & user friendly! Its a Plug & Play tool!!
  • (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

  • (2022-12-07, v:6.3.0) Agenor José da Silva: Issue with Tuvis extension
    The extension asks to be updated and does not sync with salesforce.
  • (2021-12-08, v:5.8.503) gang rong wang: I can not click the CONNECT botton
    After I enter the username and URL, I found that I could not click the connect button。There is a red prohibition sign on the button。
  • (2021-01-14, v:3.5.12) Susie Lemus: Chat saving
    Hi! I have a question regarding how chats from whatsapp are saved in Lightning, are they stored under ACTIVITY tab only within each lead/account or can they be saved as file too or another place in the record? Thank you!
  • (2019-07-03, v:0.2.1) Yehoshua {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?


7,575 history
4.88 (25 votes)
Last update / version
2024-04-16 / 6.67.0
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