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Salesforce Integration for CRM Solutions Platform (Cooby)

Services Covered:

CRM Solutions • API Development • UI/UX Design • Software QA and Testing • Software Maintenance and Support
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Industry
Industry

Software Development

Duration
Duration

27 months

Budget
Budget

10K - 49K

Client Size
Start Date

1 June 2022

Team Size
Team Size

1-5 Employees

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
83/100
Strong

Project Capability Score (PCS) estimates how capable Synebo is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Cooby, Inc.

mapSan Francisco, United States of America

Project Summary

Synebo delivered a Salesforce integration for a CRM solutions platform (Cooby, Inc.), building a package to sync WhatsApp data into Salesforce, designing the integration architecture, and handling AppExchange submission, UI integration, testing, and post-launch support. The client reported increased adoption of the integration and praised Synebo's responsiveness and timely delivery.

Key Challenges

  • Salesforce integration
  • Enable WhatsApp message syncing to Salesforce via Cooby

Project Deliverables

  • Requirements documentation and analysis
  • Salesforce API integration design
  • Cooby package development for Salesforce
  • AppExchange submission and compliance artifacts
  • UI integration within Salesforce
  • Testing and quality assurance (unit, integration, UAT)
  • Technical documentation and user guides
  • Deployment to production and go-live support
  • Post-launch support and maintenance

Project Solution

Synebo gathered requirements and designed an API-based integration architecture to connect Salesforce with Cooby, defining data flows and security protocols (OAuth/REST). They developed a Cooby package (custom objects/fields and UI integration), completed AppExchange submission tasks to meet Salesforce standards, performed unit/integration/UAT testing, produced documentation and user guides, deployed the package to production, and provided post-launch support and maintenance.

Project Outcome

  • Increased number of Salesforce integration users
  • Timely delivery and prompt responses to inquiries
  • Client satisfaction with responsiveness and reliability

Platforms

  • CRMCRM
  • WebWeb

Tech Stack

  • REST APIREST API

Client Endorsement

Overall Review Rating

4.88star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The client was pleased with the results of the project. Synebo was responsive, reliable, and timely in their deliveries, and internal stakeholders were particularly impressed with the service provider's receptiveness to client inquiries.”

Gin Lin

Head of Operation

Note: This endorsement is based on publicly available client feedback from external review sources.