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Cooby Integration Guides

Salesforce Set Up Guide

Salesforce set up. Step 1: Install Cooby from AppExchange Go to AppExchange and search for Cooby, or just click this link. . Choose 'Install for all users' in the pop-up when prompted. . It may take…

Updated 2 months ago by Maybelline Olivan

HubSpot Integration Guide

Integrating Cooby to your HubSpot. Open your Cooby Extension. Click on the integration icon found in the navigation bar on the upper right side of your screen. Click on the HubSpot logo to connect. S…

Updated 9 months ago by Maybelline Olivan

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