Cooby is the ultimate platform designed to revolutionize how sales professionals interact with prospects on WhatsApp.
With Cooby’s innovative signature product, the Cooby Chrome Extension, people can finally gain much-needed visibility over their interactions with prospects. This groundbreaking data-driven platform is the first of its kind, integrating WhatsApp seamlessly with Salesforce and other productivity tools for quick and comfortable lead management.
The Cooby team set out to create a cutting-edge Salesforce integration that would help sales reps manage their leads on WhatsApp. Their ultimate goal was to simplify the sales process by eliminating the need to switch back and forth between WhatsApp and Salesforce for CRM tasks.
They aimed to synchronize Contacts, Leads, Accounts, and Opportunities between Salesforce and their extension, allowing users to attach WhatsApp chats to Salesforce records easily.
To streamline CRM tasks and eliminate the need for toggling between WhatsApp and Salesforce, we developed an advanced Salesforce integration using the LWC framework and Apex. This enabled us to deliver a smooth and user-friendly experience.