Setting up - Cooby Help Center

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Setting up

5 articles

How to connect to HubSpot

There are 2 easy steps to complete your HubSpot connection: Install Cooby in your HubSpot account. Grant Cooby access to your WhatsApp chats.. Next: Set up your team permissions.. We hope this docume…

Updated 2 weeks ago by Albert Tseng

Install Cooby on HubSpot

The following is a guide for installing Cooby to your HubSpot account and turning on the necessary filters on HubSpot. Navigate to the HubSpot Integration page in your Workspace and click on "Connect…

Updated 2 weeks ago by Albert Tseng

Grant access to chats

The following is a guide for how to grant Cooby access to your WhatsApp chats so that Cooby can help you sync chats to HubSpot.. If you have not installed Cooby in your HubSpot account, please do so…

Updated 2 weeks ago by Albert Tseng

HubSpot permissions

There are 2 main permission controls for the HubSpot Integration. Integration permission. This permission enables a user access to use the HubSpot permission. When turned on, they will have access to…

Updated 2 weeks ago by Albert Tseng

Linked Contacts

What is a Linked Contact? A Linked Contact is an established connection between your WhatsApp contact and the corresponding contact in HubSpot. Cooby does this by “linking” WhatsApp contacts and HubS…

Updated 2 weeks ago by Albert Tseng

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