Whatslly - Connecting WhatsApp & Salesforce

Description

An Official 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://whatslly.com/demo-video

Contact us to learn more about additional solutions we provide.

Key Features
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✓✓ Automatic chat syncing
✓✓ 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 !
✓✓ Send WhatsApp chat transcript emails


Whatslly doesn't do:
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✗ 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/)

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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

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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

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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)

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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

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Salesforce User:
✓ View Salesforce user's details
✓ View Salesforce user's manager details



Fees
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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
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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:
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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
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Whatslly is an independent solution developed by Overstack Ltd, a certified Salesforce AppExchange partner and has no relationship to WhatsApp™ or Facebook™.