Auto-linking

Updated 2 weeks ago by Albert Tseng

Cooby makes the process of linking super easy by automating it. When you first connect your WhatsApp to HubSpot, Cooby will fetch all of your HubSpot contacts and try to link them with all the existing phone numbers on your WhatsApp. If the phone number matches, then the contact will be auto-linked. Note that the phone number must be exact matches, including country code.

Auto-link happens when you first connect, and every 3 minutes thereafter.

Any new WhatsApp contacts, new HubSpot contacts or changed HubSpot contacts will be auto-linked when their phone numbers match. Additionally when you click into a chat Cooby will attempt to auto-link the contact by matching their phone number to any HubSpot contacts. In this case Cooby will do a fuzzy match, which will ignore the country code and attempt to match based on the rest of the digits in the phone number.

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly shoot us a WhatsApp message at +14159699946 or email us at support@cooby.co 💜

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