A Salesforce AppExchange Partner, create leads, view contact details and copy chats into Salesforce.

Latest Version

Version
6.89.0
Update
December 1, 2024
Size
10.16MiB
Developer
tuvis.com
Category
Users
7,000+
Rating
4.88 ★
Manifest Version
3
Web Store Status
Languages Support
English
Español
Português (Brasil)
See more
Permissions
Storage
ActiveTab
Scripting
Alarms
See more

tuvis for WhatsApp and Salesforce Extension

tuvis™ for Personal or Business WhatsApp & Salesforce CRM.

- - - An official Salesforce AppExchange partner - - -
https://share.tuvis.com/apex

Tuvis helps companies to improve engagement with their clients on Direct-to-Customer WhatsApp chats and significantly boosts customer-facing teams’ productivity.

With Tuvis, sales teams can create leads/contacts, view known customer details in real-time and log their chats as activities, tasks and cases in Salesforce with just one click without ever leaving the WhatsApp Web screen.

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.

To learn more we recommend you to watch this short demo video: https://youtu.be/PFRAJDMUkvE


Key Features
-------------
✓✓ 20 seconds installation
✓✓ Automatic chat syncing
✓✓ 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 via emails
✓✓ Fields customization


Additional Features:
------------------------

✓ View known lead/contact data in real-time
✓ Review related activities, tasks, cases and opportunities (opportunity bar will show for contacts)
✓ Log chats and media files as an activity/task/case
✓ Auto Sync chats and media files
✓ Upload chat files as attachments
✓ Send an email
✓ Set a meeting with Google Calendar or MS Outlook-(Coming Soon)
✓ Navigate with Google Maps
✓ Create new leads or contacts
✓ Schedule a meeting
✓ Add new people to the mobile contacts list
✓ Search on LinkedIn
✓ Search on Facebook
✓ Search on Google
✓ Chat on Messenger
✓ Schedule and launch instant Google Meet, Zoom or Microsoft Teams video calls
✓ Group your conversations on WhatsApp using filters


Marketplace: Tuvis partners with top brands to enrich agents experience and efficiency
------------------------

Tuvis <> Zoom
Tuvis <> Microsoft Teams
Tuvis <> Google Meet


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
We're completely following WhatsApp's terms of use (see: https://www.WhatsApp.com/legal/)!

Fees
-----
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 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 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

See our Privacy Policy (https://tuvis.com/privacy-policy/) and terms of use (https://tuvis.com/terms-conditions/)

For any questions/concerns, please don't hesitate to contact us at [email protected] or book a demo at https://tuvis.com/demo/

Our happy customers say:

https://www.capterra.es/software/1020156/whatslly
-------------------------------
The most updated feedback!

LEGAL
------
Tuvis is an independent solution developed by Tuvis Solutions Ltd, an official Salesforce AppExchange partner and has no relationship to WhatsApp™ or Meta™.

tuvis is not related in any shape or form with TÜV
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "name": "__MSG_app_name__", "short_name": "Tuvis", "description": "__MSG_app_description__", "version": "6.89.0", "manifest_version": 3, "default_locale": "en", "content_scripts": [ { "matches": [ "https://*.outreach.io/*", "https://*.hubspot.com/*", "https://*.dynamics.com/*", "https://*.salesforce.com/*", "https://*.my.salesforce.com/*", "https://*.lightning.force.com/*", "https://*.force.com/*", "https://*.documentforce.com/*", "https://*.visual.force.com/*", "https://*.herokuapp.com/*", "https://*.cloudforce.com/*", "https://*.visualforce.com/*", "https://*.whatsapp.com/*", "https://*.whatslly.com/*", "https://*.tuvis.com/*", "https://app.salesloft.com/*", "https://www.customer360psa.com/*", "https://*.forceusercontent.com/*", "https://*.force-user-content.com/*", "https://*.salesforceliveagent.com/*", "https://*.salesforce-hub.com/*", "https://*.salesforce-scrt.com/*", "https://*.salesforce-sites.com/*", "https://*.sfdcstatic.com/*", "https://*.salesforce-communities.com/*" ], "js": [ "js/content.js" ], "all_frames": true, "run_at": "document_end" } ], "content_security_policy": { "extension_pages": "script-src 'self'; object-src 'self'" }, "homepage_url": "https://tuvis.com", "background": { "service_worker": "js/background.js" }, "action": { "default_icon": "icons/tuvis-circle-580.png", "default_title": "Tuvis" }, "permissions": [ "storage", "activeTab", "scripting", "alarms" ], "host_permissions": [ "https://*.outreach.io/*", "https://*.hubspot.com/*", "https://*.dynamics.com/*", "https://*.salesforce.com/*", "https://*.my.salesforce.com/*", "https://*.lightning.force.com/*", "https://*.force.com/*", "https://*.documentforce.com/*", "https://*.visual.force.com/*", "https://*.herokuapp.com/*", "https://*.cloudforce.com/*", "https://*.visualforce.com/*", "https://*.whatsapp.com/*", "https://*.whatslly.com/*", "https://*.tuvis.com/*", "https://app.salesloft.com/*", "https://www.customer360psa.com/*", "https://*.forceusercontent.com/*", "https://*.force-user-content.com/*", "https://*.salesforceliveagent.com/*", "https://*.salesforce-hub.com/*", "https://*.salesforce-scrt.com/*", "https://*.salesforce-sites.com/*", "https://*.sfdcstatic.com/*", "https://*.salesforce-communities.com/*" ], "icons": { "16": "icons/tuvis-circle-16.png", "48": "icons/tuvis-circle-48.png", "128": "icons/tuvis-circle-128.png" }, "web_accessible_resources": [ { "resources": [ "js/Whatslly.js", "js/Whatslly.css", "js/layout.js", "js/layout.css", "fonts/*" ], "matches": [ "https://*.outreach.io/*", "https://*.hubspot.com/*", "https://*.dynamics.com/*", "https://*.salesforce.com/*", "https://*.my.salesforce.com/*", "https://*.lightning.force.com/*", "https://*.force.com/*", "https://*.documentforce.com/*", "https://*.visual.force.com/*", "https://*.herokuapp.com/*", "https://*.cloudforce.com/*", "https://*.visualforce.com/*", "https://*.whatsapp.com/*", "https://*.whatslly.com/*", "https://*.tuvis.com/*", "https://app.salesloft.com/*", "https://www.customer360psa.com/*", "https://*.forceusercontent.com/*", "https://*.force-user-content.com/*", "https://*.salesforceliveagent.com/*", "https://*.salesforce-hub.com/*", "https://*.salesforce-scrt.com/*", "https://*.salesforce-sites.com/*", "https://*.sfdcstatic.com/*", "https://*.salesforce-communities.com/*" ] } ], "externally_connectable": { "ids": [ "geldkemnjllkklknfjiglplhigcohmim" ], "matches": [ "https://*.whatslly.com/*", "https://*.tuvis.com/*", "https://*.whatsapp.com/*" ] }}
Read more

How to download and manually install tuvis for WhatsApp and Salesforce extension for Chrome

Looking for a way to install tuvis for WhatsApp and Salesforce extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install tuvis for WhatsApp and Salesforce extensions manually, this article outlines two simple methods to effortlessly install tuvis for WhatsApp and Salesforce extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download tuvis for WhatsApp and Salesforce extension and manually install through Drag &Drop

If you ever need to manually install a tuvis for WhatsApp and Salesforce extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the tuvis for WhatsApp and Salesforce Extension by clicking the "Download CRX" button on the website.

Look for the tuvis for WhatsApp and Salesforce extension you wish to install. Go to the website and download the tuvis for WhatsApp and Salesforce extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for tuvis for WhatsApp and Salesforce extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the tuvis for WhatsApp and Salesforce extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download tuvis for WhatsApp and Salesforce extension for Chrome and install in Developer Mode

This is another method to install tuvis for WhatsApp and Salesforce extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the tuvis for WhatsApp and Salesforce extension file

Select and download the tuvis for WhatsApp and Salesforce extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the tuvis for WhatsApp and Salesforce extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your tuvis for WhatsApp and Salesforce extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the tuvis for WhatsApp and Salesforce extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install tuvis for WhatsApp and Salesforce extension in 2 ways. We hope this guide proves helpful.

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User reviews

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Bruno Zilberberg (ID: 0000002e685da466) Voted 5 ★ - Updated 06/09/2021 Very self-explanatory product. I was up and running in seconds and everything is very clear and easy to use.

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Shiraz Ali (ID: 0000007fda2bf00d) Voted 5 ★ - Updated 03/24/2021 Whatslly has helped me save a lot of time, which was consumed by putting in all the details of my chat with the clients one by one. Whatslly has made it so easy for me to login my conversations and updates about the deals.

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Daniel Felipe Ortiz (ID: 000000990a1f266f) Voted 4 ★ - Updated 03/10/2021 Excellent tool for a quick link with SFDC. Some thing I'm excited for is the roll out is for us to be able to change stages within Whatsapp and have it reflected on SFDC!

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Diego taliateli (ID: 0000000ead858e21) Voted 4 ★ - Updated 03/04/2021 The tool has helped the team a lot. Only a few improvements need to be made, such as showing only the status that are configured in the record type of the object.

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Catalina Moncada (ID: 000000d006077fb3) Voted 4 ★ - Updated 03/03/2021 it's a great tool for sales teams to log their activities directly from whatsapp to salesforce. there are a lot of improvements that would be great to have that would make it the best software for sales reps