Getting started for new users

How to use Cooby: Your quick start guide

Cooby glossary

Invite team members

Join another Workspace

Workspace

Inbox Zero

Tabs

Custom Tabs

Sort chats into Custom Tab

Rename Tab

Hide Tabs

Contact Card

Reminders

Schedule Events

Notes

Templates

Chat with non-contact

Broadcast

Import Contacts

Export Contacts

Share conversation

How to use HubSpot Integration: your quick start guide

How to connect to HubSpot

Install Cooby on HubSpot

Grant access to chats

HubSpot permissions

Linked Contacts

HubSpot Sidebar

Create HubSpot Contacts

Edit HubSpot Contact

Create HubSpot Notes

Create HubSpot Tasks

Create HubSpot Deals

Create HubSpot Tickets

Message Syncing

Auto-Sync

Auto-Sync Status

Manual-sync

Synced Messages

WhatsApp Activity

Chat View

Create HubSpot Reports

Create HubSpot Workflows

Is Cooby a CRM?

Why choose Cooby?

How to Remove Cooby from My WhatsApp

Can I integrate my WhatsApp API number?

Can I use my regular WhatsApp number for Cooby?

Can I change WhatsApp numbers on Cooby whenever I want to?

Can I use Cooby on multiple devices/ WhatsApp numbers?

Can Cooby support WhatsApp on mobile?

Updating your billing information

Upgrade subscription plan

Downgrade subscription plan

Pay for my subscription in USD using locally issued debit/credit cards

Apply discount coupon

Payment methods

Subscription Plan

The timing for making the payment

Cancel my subscription

Manage your language preferences

Reset password

Change account email

Delete account data

Zapier Integration Guide

All Categories > Getting Started > Setting up > Getting started for new users

1 article

Join another Workspace

When you sign up as a new user, a Cooby Workspace will be created just for you. Learn more about Workspace If your colleague has already created a Workspace and you would like to join that Workspace,…

Updated 2 weeks ago by Albert Tseng

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