What you get
Salesforce that works the way your team does.
Your reps stay in WhatsApp. Salesforce becomes the single source of truth, updated automatically, every time a conversation happens.
Auto-log WhatsApp activity to Salesforce
Conversations, calls, and shared files appear as activities on the right Lead, Contact, or Opportunity, with full context and timestamps.
Leads & contacts, created instantly
New WhatsApp numbers become Salesforce Leads or Contacts in seconds. Cooby matches by phone number and keeps them current.
Opportunity sync
Move deals through stages, update amounts, and set close dates, and Salesforce Opportunities reflect every change in real time.
Reports you can trust
Pipeline reports and forecasts finally reflect the real activity happening in WhatsApp, because every interaction is logged.
Enterprise-ready
Role-based permissions, field-level control, audit trails, and SOC 2 compliance. Works with your Salesforce security model out of the box.
The difference
Cooby vs. manual Salesforce logging
Questions
