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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.
Install
Description
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 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

Notes: 

  • To use this integration you will need an active Cooby subscription.
Languages
English
Price
Cooby WhatsApp Integration Cloud
on demand
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

Terms & Conditions

Support is available for this application.
Support conditions
Support is provided by the developer within the Creatio "Basic" and "Business" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Support contacts
Email
support@cooby.co
Product compatibility
Product
All products on Creatio platform
Version
8.1.2 and up
DBMS
Any supported DBMS
Platform
.NET Framework
Deployment options
Cloud
On-site
  • Customer 360° must be installed before set up
  • The connector can be installed both Cloud and On-site instance of Creatio, whereas the Cooby product itself operates exclusively in the cloud
Account 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.

Guides and manuals
  1. Contact Cooby's Sales Team to get access to their Custom Free Trial
  2. Install Cooby package via Creatio and make sure you also have Customer 360 installed
  3. On Creatio workplace, look for “Contacts”, then click “Import” and select “Web forms and pages”. Look for “Cooby” on the sidebar, then generate the URL and copy it
  4. Go to Cooby’s Custom Webhook Integration Guide, paste the URL into both trigger actions fields and make sure to click save
  5. Go to Cooby’s Manage Permission page and turn on “Integration Permission”
  6. Go back to WhatsApp Web and allow Cooby access. Make sure you keep WhatsApp open for the messages to be synced
  7. Go back to Creatio and look for “WhatsApp Chats” on the workplace, now you are ready to start using Cooby with Creatio!
Install Cooby WhatsApp integration for Creatio.pdf
What's new?
Version 1.0.3
New application live
Developed by
Support
Supported
Cost
Paid
Category
Collaboration (chat, chatter)
Type
Application
Compatibility
8.1.2 and up