A Salesforce AppExchange Partner, create leads, view contact details and copy chats into Salesforce.
Tuvis is an official Salesforce AppExchange partner that connects Personal or Business WhatsApp & Salesforce. It helps companies to improve the engagement with their clients on Direct-to-Customer WhatsApp chats and significantly boosts agent productivity.
Watch this short demo video: https://youtu.be/PFRAJDMUkvE
Tuvis works on the browser version of WhatsApp (the Web App) and enables Sales, Customer Service and Support teams to communicate with customers while automatically syncing the chats into Salesforce.
With Tuvis, agents can create leads/contacts, view known customer details in real-time and even include the chats in activities, tasks and cases they create in Salesforce.
✓✓ Automatic chat syncing
✓✓ 20 seconds installation
✓✓ Integrates effortlessly between WhatsApp & Salesforce
✓✓ 1-Click to WhatsApp Chat - to start a new chat simply click the Tuvis Chat Now button showing up when hovering phone numbers in Salesforce.
✓✓ Supports Salesforce's Standard and Lightning versions
✓✓ Supports WhatsApp Classic and Business (web app)
✓✓ Fields customization
✓✓ Support Salesforce custom domain or sandbox implementation
✓✓ Add new people to mobile contacts list
✓✓ Dynamic message templates
✓✓ Send WhatsApp chat transcript emails
✓✓ Fields customization
Tuvis doesn't do:
✗ Any type of bulk/automated messaging
✗ Auto-responses or any type of automated engagement (i.e chatbot)
✗ WhatsApp calls using desktop
✗ Messaging through a single (company) number
✓ View known lead/contact data in real-time
✓ Review related activities, tasks, cases and opportunities (opportunity bar will show for contacts)
✓ Log chats as an activity/task/case
✓ Upload chat files as attachments
✓ Send an email
✓ Set a meeting with Google Calendar
✓ Navigate with Google Maps
✓ Create new leads or contacts
✓ Send an email
✓ Schedule a meeting
✓ Add new people to mobile contacts list
✓ Search on LinkedIn
✓ Search on Facebook
✓ Search on Google
✓ Chat on Messenger
See all our subscription options on: https://tuvis.com/pricing/
Contact us for other multi-user subscription options
Permissions & Privacy
Once you install the Extension we request the following permissions:
• "storage" - Allows us to store, retrieve, and track changes to user data. We use it to store your settings and user info.
• "activeTab" - Allows us a temporary access to the currently active tab when the user invokes the extension. We use this to operate almost everything Tuvis enables you to do. We only use this permission on the specific and relevant websites.
• For the authentication and validation process we are capturing and storing your Salesforce user information (no password or API keys), WhatsApp user ID and phone number.
• You will be asked to connect with your Salesforce user
• You will be asked to provide your Salesforce username (no passwords!) for login validation
• WE DO NOT STORE ANY OF YOUR LEADS/PROSPECTS/CONTACTS/CUSTOMERS DATA
For any questions/concerns, please don't hesitate to contact us at email@example.com
Our happy customers say:
Jonny Katz ★★★★★ May 2, 2021
Fantastic tool which helps cut down unnecessary work!
Tuvis has been an incredible tool, quick documentation of WhatsApp chats into Salesforce. Especially since we work in the international market, we have chats with multiple countries because of language barriers, so it’s extremely helpful and saves a load of time. The sync with SF is amazing! Your system identifies existing clients, or returning leads, and makes the sales process efficient and quick.
Jerry Hanley ★★★★★ Apr 29, 2021
Great UX, Stable, and Supported by an Excellent Team
I was and am very impressed with how easy it was to do business with Tuvis. Excellent, knowledgeable people who are very responsive and supportive of us. As for the application, my users find it to be easy to set up, easy to use, and stable. The product and the team get my strong recommendation.
Harry Kam ★★★★★ Mar 17, 2021
The exact tool we are looking for!
Tuvis is extremely useful and it is the exact tool that we are looking for - conveniently logging an activity with chat history saves so much time from our sales team and at the same time, improve our activity tracking. Highly recommended tool if you need a tool to "integrate" your Salesforce with Tuvis.
Teresa Miñambres ★★★★★ Jan 20, 2021
Tuvis saves me a ton of time in my daily work, everything I do is just one click away from the WhatsApp chat. Also, The option to copy the chat from WhatsApp into Salesforce in 1 click is amazing
Sebastian Lopez ★★★★★ Jan 12, 2021
Tuvis is a perfect fit if you are a whastapp user. I recommend it!!
I start using the integration between salesforce and whatapp some months ago. My productivity has increase a lot and I feel much easier to work now with salesforce. I work in South America and here is very common to use WhatsApp more than email a lot of times. I recommend this tool a lot for everyone.
Tuvis is an independent solution developed by Tuvis Solutions Ltd, a certified Salesforce AppExchange partner and has no relationship to WhatsApp™ or Facebook™.