Getting Started
Intro to Cooby
How to use Cooby: Your quick start guide
Cooby glossary
Setting up
Getting started for Cooby admins
Invite team members
Getting started for new users
Join another Workspace
Using Cooby
Workspace
Inbox productivity
Inbox Zero
Tabs
Custom Tabs
Sort chats into Custom Tab
Rename Tab
Hide Tabs
Contact Card
Reminders
Schedule Events
Notes
Communicate at scale
Templates
Chat with non-contact
Broadcast
Import Contacts
Export Contacts
Share conversation
HubSpot Integration
Intro to HubSpot Integration
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
Using HubSpot Integration
HubSpot Sidebar
Create HubSpot Contacts
Edit HubSpot Contact
Create HubSpot Notes
Create HubSpot Tasks
Create HubSpot Deals
Create HubSpot Tickets
Message syncing
Message Syncing
Auto-Sync
Auto-Sync Status
Manual-sync
Synced Messages
WhatsApp Activity
Chat View
Report & Workflows
Create HubSpot Reports
Create HubSpot Workflows
Frequently Asked Questions
General FAQ
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?
Account and Billings
Billings and Payment
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
Account Settings
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
Zapier Integration Guide
All Categories > Getting Started
21 articles
An introduction and quick start guide to Cooby.
2 articles by 1 author
Learn how to set up and configure Cooby.
Learn how Cooby works from top to bottom
17 articles by 2 authors
2
articles
by
1
author
