Contact matching system

Updated 2 weeks ago by Gin Lin

Frustrated with the time-consuming task of linking contacts across platforms?

Enter Cooby's auto-linking and search-link mechanisms. These dynamic tools simplify contact management, enhancing your communication efficiency. In this guide, we'll unveil their magic and show you how to harness their power. Let's get started!

Our automatic linking mechanism functions in three stages.

  • First, upon your initial connection to HubSpot, we conduct an initial automatic linking.
  • Additionally, a scheduled linking process occurs with each new message upload.
  • At last one, another automatic linking takes place every night after fetching contacts.

It's important to note that this mechanism used by exact matching approach. We utilize the complete phone number, including the country code as well as area code, for matching purposes.

Search Linking Mechanism

Another linking mechanism operates through search. Each time you enter a conversation screen on WhatsApp Web, we use a search process to locate the corresponding HubSpot contact. If the search successfully identifies the relevant contact, our system automatically establishes a link.

In this mechanism, we do employ a fuzzy matching method. Prior to comparison, we remove the "+" symbol from the phone number and add the country code to ensure better matching accuracy.

Will it update/cover the HubSpot contact's phone number?

Whether through the automatic linking mechanism or the search linking mechanism, we do not modify the contact's phone number in HubSpot. Modification only occurs if you initiate manual changes.

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 💜

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