How to Auto-Sync messages

Updated 2 weeks ago by Albert Tseng

How to Auto-Sync messages

The following is a guide for automatically syncing messages into HubSpot.

  1. Head over to the HubSpot Integration Settings page.
  2. Make sure your "Integration permission" is turned "on".
  3. Turn on your "Auto-Sync permission" .
  4. Head over to your WhatsApp Web, open the HubSpot sidebar and click "Accept" your permission change.
  5. For first time users, you'll see a permission request for Cooby to read your WhatsApp messages. Click "Accept" to complete the setup.
  6. Done! Your Auto-Sync is set up and should see messages show up on HubSpot soon.

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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