Cooby WhatsApp Integration
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Cooby empowers your sales team to seamlessly integrate WhatsApp into Creatio. Gain visibility on your team’s message exchanges with customers, learn from actionable sales reports and maintain legal compliance with message tracking.

Overview

Product overview

Product description

Integrate WhatsApp into Creatio

With Cooby, you and your customer-facing team can seamlessly sync any WhatsApp message exchanges with customers with Creatio. This not only enhances message visibility across teams but also ensures the tracking of 1:1 messages and group chats to ensure businesses stay compliant.
 

Better organize WhatsApp Web Inboxes

With the Cooby Chrome extension, teams can organize their WhatsApp Web into multiple tabs, create new WhatsApp contacts, and develop message templates for expanded outreach.

Use Cases:

  • Gain visibility into all your sales reps' WhatsApp messages with customers
  • Ensure legal compliance by keeping all message records directly in Creatio
  • Cooby has achieved SOC 2 Type II compliance standards, ensuring the safety of your customers' data and message exchanges
  • Avoid wasting time by manually keeping track of your messages

Key features:

  • WhatsApp messages report
  • Create message templates
  • Create custom tabs on WhatsApp to organize your workflow
  • Snooze messages and achieve inbox zero
  • Keep track of WhatsApp messages in Creatio
  • Create new contacts directly on WhatsApp Web
  • Group chats and 1:1 chats
  • Store attached photos, files, and audio messages directly in Creatio

Notes:

Categories

Category

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.1.2 and up

Pricing

Monthly
Annual
Cooby WhatsApp Integration Cloud
On demand

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Find more details about support conditions here.

Contacts

Installation

Setup guide

  • Customer 360° must be installed before set up.
  • The connector can be installed on both Cloud and On-site instance of Creatio, whereas the Cooby product itself operates exclusively in the cloud.

Compatibility notes

Compatibility notes
  • Customer 360° must be installed before set up.
  • The connector can be installed on both Cloud and On-site instance of Creatio, whereas the Cooby product itself operates exclusively in the cloud.

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.1.2 and up

Versions

Versions history

Version
Compatibility
Release date
1.2.3
8.1.2 and up
03.10.2024
Release summary
Minor updates
1.2.1
8.1.2 and up
19.07.2024
Release summary
  • Group chats. Synchronize group chats and messages with the list of members.
  • Attachments. Store attached files directly in Creatio.
1.0.3
8.1.2 and up
17.05.2024
Release summary

New application live

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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