Zapier Integration Guide

Updated 2 weeks ago by Gin Lin

Integrating Cooby to your Zapier

  1. Open your Cooby Extension.
  2. Click on the integration icon found in the navigation bar on the upper right side of your screen.
  3. Click on the Zapier logo to connect.
  4. Sign up or log into your Cooby Workspace account.
  5. Go to the Integration Center page of your Workspace and click Manage permission in Zapier.
  6. From here, you are able to give your team members Zapier integration permission.
  7. Back to last page and click Integration Guide.
  8. Click the hyperlink we provided to open your Zapier.
  9. Click + Create Zap.
  10. In the Trigger section
    1. Search Webhooks by Zapier and select the result.
    2. In the Event dropdown, choose Catch Hook , click continue.
    3. Click continue again.
    4. Copy the Webhook URL.
    5. Go back to Cooby integration guide, paste the Webhook URL in Trigger actions when receive WhatsApp messages input box, hit Save.
    6. Go back to Zapier, click Test Trigger, click continue.
    7. If it shows "We found a request!" mens it successfully catch the webhook, click continue.
  11. In the Action section
    1. Choose the App of your choice (Google Sheet as an example).
    2. Choose the event of your choice, click continue.
    3. Authenticate your account, click continue.
    4. Insert data of your choice, click continue.
    5. Click test action, and it will send a test to your App if the test succeed.
    6. Click publish.
  12. To ensure that the Zapier integration is set up properly, refresh your WhatsApp Web as well as the WhatsApp Web of your team members after making any changes to the settings.

All done! šŸŽ‰ You should now see the triggered actions when you receive a new WhatsApp message!

Example on Google sheet:

If you would like to trigger an action when sending a WhatsApp message, paste your Webhook URL in Trigger actions when send WhatsApp messages .

Hint: you can use the same Webhook URL for both triggers, this will log all the messages on WhatsApp.

For any concerns or questions regarding your HubSpot integration, kindly shoot us a WhatsApp message at +14159699946 at or email us at šŸ’œ

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