Workspace
Updated 2 weeks ago
by
Albert Tseng
Cooby Workspace is the control area for you to invite members, manage subscription and configure integrations. Members in the same Workspace will share access to the same features and billing plan.
I just signed up, how do I join my colleague's Workspace?
Integration Center
Cooby offers 2 native CRM Integrations: HubSpot and Salesforce.
If you use a different CRM, you can utilize Cooby's Zapier Integration or Custom Webhook to connect to your CRM.
HubSpot
Use Cooby's HubSpot Integration to automatically sync your WhatsApp chats into HubSpot. Save hours per day on administrative CRM work.
Learn more about HubSpot Integration
Salesforce
Use Cooby's Salesforce Integration to automatically sync your WhatsApp chats into Salesforce. Save hours per day on administrative CRM work.
If you need assistance, Chat with support or Email support.
Zapier
If you have another CRM and you are subscribed to Zapier's paid plan, you can use Cooby's Zapier Integration to automatically sync your WhatsApp chats into any of the 5,000+ apps that Zapier supports.
Learn more about Zapier Integration
Custom Webhook
If you have your own custom CRM, you can use Cooby's Custom Webhook to automatically sync your WhatsApp chats into your designated Webhook.
If you need assistance, Chat with support or Email support.
Team Settings
Use the Team Settings page to manage your Workspace and subscription.
Members
The members page is where you can invite other colleagues into your Cooby Workspace. You can upgrade by adding more seats to your Workspace directly from this page. You can also resend email invitations for invited members on this page.
Learn how to add members to your Team
Manage Subscriptions
Cooby works with Stripe to support subscriptions. Clicking on this page will open up your Stripe subscription. You'll be able to add or edit your payment information, update your billing information like email and billing address, and view your past invoices.
Language
Cooby supports English, Bahasa Indonesian, Español and Português. Choose the language of your preference.
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 💜
