Yobi

by YiB IncSalesforceFreemium

Sync Salesforce contacts and messages with Yobi, and record Yobi calls as Salesforce tasks.

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PRICINGFreemium
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
Yobi — screenshot from the Salesforce AppExchange listing

What it does

Yobi syncs Salesforce contacts with Yobi, including bulk synchronization and changes made in Salesforce. Calls made in Yobi create Salesforce tasks with a call recording link in the comment, and call details can be viewed from the Task object or a record's activity component. Messages sent from Yobi can sync to the Salesforce Conversation object. The vendor also describes bringing Twitter, Instagram, and Facebook Messenger together with other business channels.

Key capabilities

from the Salesforce AppExchange listing

Bulk contact sync

Syncs all contacts in a Salesforce organization into Yobi.

Contact creation sync

Creates a Yobi contact when a contact is created in Salesforce.

Contact update sync

Updates the corresponding Yobi contact when a Salesforce contact is updated.

Contact deletion sync

Deletes the corresponding Yobi contact when a Salesforce contact record is deleted.

Call task creation

Creates a Salesforce task for calls made in Yobi and adds a call recording link to the comment.

Message synchronization

Syncs messages sent from Yobi into the Salesforce Conversation object.

Use cases

  • Businesses using Twitter, Instagram, and Facebook Messenger can bring those channels together with other business channels.

How it compares

Yobi synchronizes Salesforce contacts and Yobi messages, and records Yobi calls as Salesforce tasks. Hustle SMS for Salesforce is described as syncing data between Salesforce and Hustle to reach contacts through text. Yobi's listing also describes contact lifecycle synchronization and Salesforce Conversation records, which are not stated for Hustle SMS for Salesforce.

NamePricingDeploymentUpdated
Yobithis pluginFreemiumCloud
Hustle SMS for SalesforcePaidCloud

In the catalog

642 plugins in Salesforce Platform · Productivity

Price distribution: 308 free, 63 freemium, 271 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium

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What the vendor says

«1. Bulk Sync: Sync all contacts of the org into Yobi 2. Create Contact: if you create a contact in Salesforce, it will be created in Yobi 3. Update: if you update a contact in Salesforce, that contact will also be updated in yobi 4. Delete: If You delete a contact record from Salesforce, it will be deleted from the …»

Official marketplace listing

Publisher
YiB Inc
Updated on marketplace
Facts verified