Whatslly - Connecting Salesforce & WhatsApp

生产工具插件用户量: 250大小: 2.35MiB版本: v 2.11.3更新时间: 2019-12-12
用户量:250大小:2.35MiB版本:v 2.11.3更新时间:2019-12-12

Connect WhatsApp & Salesforce to create leads, view contact details and record chats.

Whatslly - Connecting Salesforce & WhatsApp 的使用方法详解,最全面的教程

Whatslly - Connecting Salesforce & WhatsApp 描述:





版本:v 2.11.3

Whatslly - Connecting Salesforce & WhatsApp 插件简介:

这是来自Chrome商店的 Whatslly - Connecting Salesforce & WhatsApp 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。

Whatslly - Connecting Salesforce & WhatsApp插件下载方法/流程:


Whatslly - Connecting Salesforce & WhatsApp插件安装教程/方法:


(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面

(3) 打开扩展程序页面的“开发者模式”

(4) 将crx文件拖拽到扩展程序页面,



Whatslly is the first Salesforce-WhatsApp Chrome Extension. It enables Sales, Customer Support and Service teams to review contacts' data, instantly create new leads and record chats with people as activities or cases, directly from the WhatsApp web app. Key Features ------------- ✓✓ 1-Click to Send WhatsApp message from Salesforce (!!) - click the Whatslly icon to open a new chat ✓✓ Integrates effortlessly with Salesforce & WhatsApp ✓✓ Supports WhatsApp Business (web app) ✓✓ 20 seconds installation - All WhatsApp contacts (including anonymous): ✓ Find on LinkedIn ✓ Find on Facebook ✓ Find on Google ✓ Chat on Messenger - Unknown: ✓ Create a new lead (automatically captures using known contact details from WhatsApp) - Lead: ✓ View lead data in WhatsApp ✓ Click to view lead in Salesforce ✓ View company data in WhatsApp ✓ Log chat as an activity in Salesforce ✓ Log chat as a task in Salesforce ✓ Send an email (using default app, only leads with email) ✓ Call (using default app) ✓ Set a meeting with Google Calendar (only leads with email) ✓ Navigate with Google Maps (only leads with address) - Contact: ✓ View contact data in WhatsApp ✓ Click to view contact in Salesforce ✓ View account data in WhatsApp ✓ 1 click to account in Salesforce ✓ Log chat as an activity in Salesforce ✓ Log chat as a task in Salesforce ✓ Submit chat as a case in Salesforce ✓ 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) - Salesforce User: ✓ View Salesforce user's details ✓ View Salesforce user's manager details Fees ----- Free 14-day trial - no credit card required! Monthly subscription: 5$ per Salesforce user (by user and organization ID's and phone) Contact us for multi-user packages - whatslly at overstack.io Permissions & Privacy ---------------------- Once you install the Extension we request the following permissions: • Communicate with cooperating websites • Change your settings that control websites' access to features such as cookies, JavaScript, plugins, geolocation, microphone, camera, etc. (We only use cookies and Javascript. The rest are never used by the extension) • You will be asked to connect with your Salesforce user • You will be asked to provide your Salesforce username (not password!) for validation For any questions/concerns, please don't hesitate to contact us • WE DO NOT STORE ANY LEAD DATA What our happy customers say: ------------------------------- Ben R ★★★★★ Amazing tool for sales and customer service teams! Yovel A ★★★★★ Very Helpful. Great tool.


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