Cooby WhatsApp Integration
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:
- To use this integration you will need an active Cooby subscription.
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?
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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.
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.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.2.3
8.1.2 and up
1.2.1
8.1.2 and up
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
Release summary
New application live
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
Compatibility notes