extension ExtPose

Whatslly - Connecting WhatsApp & Salesforce

CRX id

bkbipadjogdmmnajfplbllmglobaiapc-

Description from extension meta

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

Image from store Whatslly - Connecting WhatsApp & Salesforce
Description from store ** Salesforce AppExchange Partner ** See: https://bit.ly/Whatslly-apex-cws 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. 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 ✓✓ DYNAMIC MESSAGE TEMPLATES ! - 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! Nicolas B ★★★★★ Great tool for our Customer Experience Team! Super easy settings & user friendly! Its a Plug & Play tool!! Christian C ★★★★★ Great simple tool to link WhatsApp to our Salesforce platform! 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, a certified Salesforce AppExchange partner and has no relationship to WhatsApp™ or Facebook™.

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) Nahuel Lanfranchini: 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

  • (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?

Statistics

Installs
2,000 history
Category
Rating
4.9 (37 votes)
Last update / version
2021-09-10 / 5.6.21
Listing languages

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